Senior Research Associate – Investment Strategy

Overview

BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,700 professionals in 30+ locations around the world, including 20 offices in North America.

BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US $1.1 trillion total assets and approximately 53,000 employees as of October 31, 2025. #bmocapitalmarkets

The Equity Research department covers over 900 stocks across diverse sectors, and provides equity strategy, quantitative analysis and portfolio management services to our clients. Within this, we are currently searching for a senior associate for our Investment Strategy research team in our New York office.

As a Senior Equity Research Associate, the successful candidate will work closely with an analyst in support of providing insights and research on numerous companies across the Investment Strategy spectrum. The work environment involves collaboration, co-ordination and a shared knowledge base with the analyst and rest of the team. The associate role requires excellent interpersonal skills and a collaborative/versatile team player.

Tasks include but are not limited to:

• Assist in the creation and communication of macroeconomic views that shape investment decisions
• Produce well-researched analysis and translate macro insights into actionable ideas
• Analysis of economic data releases for both domestic and global markets
• Examination of industry databases and publications
• Completion of extraordinary information and data requests
• Creation and maintenance of detailed financial macro models
• Communication of recommendations to internal and external clients
• Participation in site visits and management meetings

A combination of exceptional writing skills, technical knowledge and skills in macro, equity research, finance or accounting demonstrated through relevant work and educational experience is required. Prior industry experience in investment strategy is not required but could be a benefit. This role does not analyze individual equity securities. Candidates must have a clear and proven track record of achievement throughout their education and career.

Other necessary attributes include:

• An understanding of the relationship between macroeconomic variables and asset class performance
• Solid technology skills with robust knowledge of Excel, Word, PowerPoint, Fact Set, Bloomberg
• Outstanding written and verbal communication skills
• A keen interest in Equity Research
• Strong understanding of financial markets and economics
• Well-versed in economic indicators, equity markets, fixed-income markets, and international markets
• Ability to deliver concise and time-sensitive analysis
• 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

• 3 - 5 years of relevant experience and a degree in a related field of study
• MBA, CPA/CA and/or CFA certification is a plus
• U.S. only:
  Series 7, 63, 86, and 87 licenses are a plus

The salary range for this specific role in New York is $150,000 to $200,000 (subject to the candidate meeting the specific skills, experience, education, and qualification requirements)

Salary:

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first…