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Equity Research Associate, Business Services and Education

BMO US

$120,000 - $140,000
Nov 12, 2025
New York, NY, USA
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BMO Capital Markets is seeking an Equity Research Associate to support their Business Services & Education research team in providing insights and research on numerous companies within this sector.

Requirements

  • technical knowledge and skills in equity research, finance or accounting
  • robust knowledge of Excel, Word, PowerPoint
  • Series 7, 63, 86, and 87 licenses are a plus

Responsibilities

  • Daily writing of research reports and comments
  • Analysis of financial statements and press releases
  • Examination of industry databases and publications
  • Completion of extraordinary information and data requests
  • Creation and maintenance of detailed financial models
  • Communication of recommendations to internal and external clients
  • Participation in company visits and management meetings

Other

  • excellent interpersonal skills and a collaborative/versatile team player
  • Outstanding written and verbal communication skills
  • A keen interest in Equity Research and particularly within our industry
  • A 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 workload and meet stringent deadlines
  • Flexibility to work irregular or extended hours
  • 1 - 3 years of relevant experience
  • post-secondary degree in a related field of study
  • MBA, CPA/CA and/or CFA certification is preferred