Associate, Equity Derivatives Sales

Location: New York

Final date to receive applications:09/29/2026

Address:151 W 42nd Street Job Family Group:

Capital Mrkts Sales & ServiceBMO 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. #bmocapitalmarkets

The Institutional Equity Derivatives Sales Team is looking for a financial professional capable of working in a team environment to learn and build a business in Equity Derivatives. The clients are institutional investors. Currently BMO has a focus on Insurance Companies (Super Vertical) and Asset Managers. And the scope of clients can/will broaden to Pensions, Endowments, Foundations and Hedge funds. The products we trade are over the counter Equity Options, Swaps and Equity Linked Notes.

At first, the team member will assist by performing several key functions such as: formatting client pricing requests into BMO standard form (RFPs). Generating summary deal terms upon the completion of a transaction (Executions). Generating reports and term sheets to clients summarizing deals (Term Sheets). They will also be involved in researching client positions and strategies using publicly available information. Also, they will have the chance to interact with clients during the pricing and execution of transactions.

Once the team member has become proficient with the products and the pricing process they will work more directly with clients on day to day hedging needs.

Candidates should be capable of working in a team environment, have a sense of urgency, attention to detail and a high sense of personal responsibility. A working knowledge of Excel, coding, the financial markets and of derivatives is also used for this role.

Qualifications:

Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

Degree in Accounting/Economics/Mathematics/Statistics Working knowledge of financial markets with previous exposure to the financial markets and/or analysis gained through a combination of work and educational qualifications is required.

Basic understanding of trading or sales procedures and broader regulatory and financial concepts.

Series 7 and 63 licenses required or attained within 3 months.

Demonstrates solid deal/transaction execution and/or project management skills.

Technical proficiency gained through education and/or business experience.

Verbal & written communication skills

Collaboration & team skills

Analytical and problem-solving skills

Influence skills

Data driven decision making

The salary range for this role is $150,000 up to $200,000 USD (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 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:  UsAt 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…