Senior Research Associate - Investment Strategy

Description

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)

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 year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:

At BMO we are driven by a shared

Purpose:

Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.

From in-depth training and coaching, to manager support and network-building opportunities, we ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to…