Research Analyst
BMO Financial Group
Toronto, ON
The BMO Canadian Fundamental Equity team manages over $15 Billion of active equity strategies for various distribution channels spanning across a variety of market caps within the North American equity markets. The team employs deep fundamental analysis to invest in high quality companies with strong industry positions to drive long term growth potential. We believe in taking a long term approach, building concentrated portfolios, with emphasis placed on the quality of the investment rather than any benchmark considerations. The team consists of portfolio managers broadly organized into a growth team and an income team, with a pool of sector analysts supporting both teams, using a collaborative approach to drive idea generation, analysis, and investment recommendations. We are headquartered in Toronto, but collaborate with our fundamental teams in the UK and our disciplined team in Chicago.

Fundamental analyst role
This fundamental analyst role is based in Toronto. The ideal candidate would have prior work experience analyzing the fundamentals of companies, and preferably would have strong knowledge of specific sectors. The candidate would be responsible for performing qualitative and financial analysis on companies within specific sectors, with emphasis on management, strategy, industry dynamics, capital allocation, cash flow growth, within a responsible investment framework.

Specific responsibilities would include:
Demonstrates strong stock selection and decision making expertise
Strong financial and modelling skills
Has a deep sector perspective and is able to develop, explain and articulate his/her perspective
Broadens understanding and relationship of macro-economic, geopolitical, and world issues and how they influence the sectors under coverage and formulates view
Regularly pitches timely high conviction and actionable investment recommendations and sector ideas
Conducts own independent research and develops differentiated insights including unique and innovative analysis, supported by data, and presents findings with conviction
Conducts ESG related research and engages with management teams on ESG related issues
Publishes reports that include in-depth and critical research/analysis and investment rationale which stimulates discussion, actionable ideas, and a move to action
Seen as a credible communicator and is able to articulate and influence others to own point of view
Exhibits confidence and conviction when presenting ideas
Uses differentiated insight into sector to collaborate with other analysts for a broader understanding of a subject
Qualifications

Bachelor, Masters degree
3-5 years relevant work experience in the investment management industry
Progress toward CFA charter preferred but not required
Previous experience in deep, differentiated fundamental analysis within the investment industry
Working knowledge of capital markets and investment management
Deep curiosity on subject matter
Articulate and confident communication skills
The desire to contribute meaningfully in a small, entrepreneurial team environment
Proven ability to take projects from start to finish
Willingness to work independently while developing within a culture of mentorship and collaboration
Team player who can support Portfolio Managers and the other Analysts in report writing and ad-hoc projects
An open and inquisitive mind willing to accept new ideas while challenging existing assumptions
The desire to build a long-term career with a strong, growing organization

We’re here to help
At BMO we have a shared purpose; we put the customer at the centre of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day.

Together we’re changing the way people think about a bank. 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 networkbuilding opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://bmocareers.com

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. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Job
Equity Research
Primary Location
Canada-Ontario-Toronto
Organisation
BMO Asset Mgmt & Intl-X006597
Schedule
full-time
Job Posting
04/18/19
Unposting Date
Ongoing