Description
BMO Capital Markets is a leading, full-service North American-based 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 over 2,700 professionals in 30+ locations around the world, including 20 offices in North America.
BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$1.1 trillion total assets and approximately 53,000 employees as of October 31, 2025. #bmocapitalmarkets
We are currently searching for an associate to join our team, covering industrials and energy services, based in our Calgary office (this is an in-office position).
Description
The Equity Research Associate will support BMO’s Energy Services and Industrials Analyst in analyzing publicly traded companies, conducting industry research, preparing detailed financial models (IS/BS/CS), and equity research reports. The ideal candidate has strong analytical skills, 1-2 years of equity research experience and a passion for the stock market. Key responsibilities include:
- Conduct thorough financial analysis of mid and large cap publicly traded companies.
- Assist Research Analyst in conducting comprehensive industry and company analysis.
- Develop and maintain financial models to forecast company performance.
- Analyze financial statements, market data, and industry trends.
- Prepare detailed research reports, presentations, and investment recommendations.
- Monitor news, earnings releases, and other relevant information for covered companies and industries.
- Attend company earnings calls, conferences, and industry events.
- Maintain databases of financial and industry data.
- Engage with sales, trading, and investment clients.
- Ensure compliance with all regulatory and firm policies.
Requirements
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. Candidates must have a clear and proven track record of achievement throughout their education and career. Other necessary attributes include:
- Minimum of 3 years of relevant experience in industry and/or finance.
- Strong analytical and quantitative skills.
- Proficiency in financial modeling and valuation techniques.
- Excellent written and verbal communication skills.
- Strong attention to detail and organizational skills.
- 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.
- A keen and demonstrated interest in Equity Research.
- Solid technology skills with robust knowledge of Excel, Word, PowerPoint, Bloomberg.
Education
- Post-secondary degree in a related field of study.
- Preference given for Masters degree, CFA or CPA/CA.
Please note the base salary for this specific role in Calgary is $115,000 CAD