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Extensive industry and company analysis, including data sourcing, financial modeling quarterly and annual income statements, balance sheets and cash flow statements
Prepare/produce written reports around company and industry analysis, earnings results, presentations and recommendations to clients
Participate in company management interviews and communication to develop and maintain sources of information in preparation of analyses
Maintain marketing materials and presentations
Answer inquiries and communicate with sales and clients regarding stocks or industry groups
Desired Skills and Experience:
Successful candidates require a high level of curiosity, strong work ethic and motivation. Further, we are seeking:
Prior experience in industry, equity research, investment banking, consulting or related investment position
Strong written communication skills (writing samples may be required)
Strong interpersonal and oral communication skills
Detailed oriented with an ability to multi-task
Ability to work independently as well as in a team environment
Highly proficient in Microsoft Excel, Word and PowerPoint
Series 7, 63, 86 & 87 licenses a plus, but not required upon hire
Location – New York
Company Description: BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. As a member of BMO Financial Group (NYSE, TSX: BMO), we are part of one of the largest diversified financial services providers in North America with US$727 billion total assets and approximately 44,000 employees as of July 31, 2020. BMO Financial Group is the 8th largest bank in North America as measured by assets (Bloomberg, as of July 31, 2020). Learn more in our Annual Report.