Equity Research Associate - Consumer Staples at BMO in New York, NY

Summary: BMO Capital Markets is a leading financial services provider in North America, offering a range of services including equity research. They are seeking an Equity Research Associate to join their Consumer Retail team, focusing on Consumer Staples, where the associate will collaborate with senior analysts and team members to develop and market equity research products. Responsibilities: - Building and maintaining detailed company models (IS/BS/CF) - Analyzing financial statements and news related to industry coverage - Conducting store, channel checks, pricing studies and market share analysis - Analyze company filings (10-K, 10-Q, earnings releases) and company transcripts - Writing equity research reports and over time, formulating investment theses - Participation in site visits and management meetings - Maintaining and analyzing industry data - Communicating investment recommendations to internal and external clients Required Qualifications: - Strong analytical / critical thinking skills - Passion for the stock market - Keen attention to detail - Strong work ethic - Strong accounting and/or finance skills - Interest in understanding stocks - Ability to build and maintain detailed company models (IS/BS/CF) - Ability to analyze financial statements and news related to industry coverage - Ability to conduct store, channel checks, pricing studies and market share analysis - Ability to analyze company filings (10-K, 10-Q, earnings releases) and company transcripts - Ability to write equity research reports and formulate investment theses - Participation in site visits and management meetings - Ability to maintain and analyze industry data - Ability to communicate investment recommendations to internal and external clients - Combination of writing skills, technical knowledge and skills in equity research, finance or accounting demonstrated through relevant work and educational experience - Clear and proven track record of achievement throughout education and career - Exceptional written and verbal communication skills - Strong organizational skills and comfort managing various priorities - Client service mindset and ability to prioritize client needs with accuracy - Ability to interact professionally with company management teams and clients (analysts and portfolio managers) - Keen interest in and demonstrated understanding of Equity Research - Positive attitude, intellectual curiosity, ability to learn quickly and strong attention to detail - Superior work ethic, self-motivation and ability to work independently - Ability to systematically manage a heavy work load and meet stringent deadlines - Flexibility to work irregular and extended hours - Solid technology skills with robust knowledge of Excel, Word, PowerPoint, Bloomberg and/or FactSet - Demonstrated use of AI in the workplace - Bachelor's degree Preferred Qualifications: - Prior industry experience in the consumer industry - CFA Required Skills: Equity Research, Financial Analysis, Accounting Skills Important Skills: Excel, CFA Nice-to-Have Skills: Client Service Mindset Benefits: Health insurance, Tuition reimbursement, Accident and life insurance, Retirement savings plans