Equity Research Associate - Beverages & Restaurants Job at CFA Institute in New

Overview BMO Capital Markets is a leading, full-service financial services provider offering corporate and investment banking, treasury management, research and advisory services to clients around the world. The Equity Research department covers over 900 stocks across diverse sectors and provides equity strategy, quantitative analysis and portfolio management services. We are searching for an associate for our Beverages & Restaurants research team in our New York office. Application Deadline: 11/29/2025 Location: 151 W 42nd Street Job Family Group: Customer Solutions Base Salary Range: USD $120,000-140,000. Pay Type: Salaried. Salaries may vary based on location, skills, experience, education, and qualifications, and may include a commission structure. For more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Responsibilities Daily 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 Experience / Skills A combination of exceptional writing skills, technical knowledge and skills in equity research, finance or accounting demonstrated through relevant work and educational experience is required. Prior industry experience in the Beverages & Restaurants 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: Outstanding 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 Education Candidates should have 1 - 3 years of relevant experience and a post-secondary degree in a related field of study. MBA, CPA/CA and/or CFA certification is preferred. U.S. only: Series 7, 63, 86, and 87 licenses are a plus. We thank all applicants for their interest; however, only those selected for an interview will be contacted. Compensation & Benefits Note: 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: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared purpose: Boldly Grow the Good in business and life. We strive to create lasting, positive change for our customers, our communities and our people. We support you with tools and resources to reach new milestones and to help customers reach theirs. For more information, visit http://jobs.bmo.com/us/en Equal Employment Opportunity 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 providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation during the employment process, please email BMOCareers.Support@bmo.com with your request and contact information. Note to Recruiters: BMO does not accept unsolicited resumes from sources other than directly from a candidate. Unsolicited resumes will be considered BMO property. A recruiting agency must have a valid, written agency agreement contract for service to submit resumes. #J-18808-Ljbffr