Equity Research Associate – Softlines Retail at BMO in New York, NY

Summary: BMO Capital Markets is a leading financial services provider seeking two Equity Research Associates for their Softlines Retail team. The associates will collaborate with a senior analyst to develop equity research products, requiring strong analytical skills and a passion for the stock market. Responsibilities: - Building and maintaining detailed company models (IS/BS/CF) - Analyzing financial statements, company filings (10-K, 10-Q, earnings releases), company transcripts, and news related to industry coverage - Conducting store and channel checks - 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 - Exceptional written and verbal communication skills - A keen interest in and demonstrated understanding of Equity Research - Positive attitude, intellectual curiosity, the ability to learn quickly and strong attention to detail - Superior work ethic, self-motivation and the 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 is required - A combination of writing skills, technical knowledge and skills in equity research, finance or accounting demonstrated through relevant work and educational experience is required - Clear and proven track record of achievement throughout their education and career Preferred Qualifications: - Prior industry knowledge - Research licenses (SIE, Series 7, 63, 86, 87) - Licenses or prior experience for the second associate is a plus - Post-secondary degree in a related field of study - CFA is a plus Required Skills: Equity Research, Financial Analysis, Excel Important Skills: Bloomberg, FactSet Nice-to-Have Skills: Intellectual Curiosity, AI Utilization, Research Licenses, Industry Knowledge Benefits: Health insurance, Tuition reimbursement, Accident and life insurance, Retirement savings plans