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BMO Financial Group Senior Research Associate, Retail & Services - NYC in New York, New York

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. #bmocapitalmarkets


$150,000 - 200,000 USD

BMO Capital Markets is a leading, full-service North American-domiciled 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 approximately 2,700 professionals in 33 locations around the world.

The Equity Research department covers over 925 stocks across diverse sectors, and provides equity strategy, quantitative analysis and portfolio management services to our clients. Within this, we are currently searching for an associate for our Retail & E-commerce research team in our New York office.


As a Senior Equity Research Associate, the successful candidate will work closely with an award-winning analyst, providing insights and research on numerous companies across the Consumer Discretionary spectrum. The work environment involves collaboration, co-ordination and a shared knowledge base with the analyst and rest of the team but equally values self-thinking, idea generation and a sense of ownership for the work. The role requires attention to detail and values/rewards an ability to think outside the box, challenging the status quo.

Tasks include but are not limited to:

  • 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 site visits and management meetings


A combination of writing skills, technical knowledge and skills in equity research, investment banking, finance or accounting demonstrated through relevant work and educational experience is required. Prior industry experience in the consumer industry is not required but could be a benefit. Candidates must have a clear and proven track record of achievement throughout their education and career. Other necessary attributes include:

  • Written and verbal communication skills

  • A keen interest in Equity Research

  • 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 work load and meet stringent deadlines

  • Flexibility to work irregular or extended hours

  • Solid technology skills with robust knowledge of Excel, Word, PowerPoint, Bloomberg


Candidates should have 2 - 3 years of relevant experience and post-secondary degree in a related field of study or an equivalent combination of education and experience. MBA, CPA/CA and/or CFA certification is a plus.

U.S. only: SIE, Series 7, 63, 86, and 87 licenses are a plus.

Compensation and Benefits:

Pay Type:


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:

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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.

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BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.