Senior Equity Research Associate - U.S. Real Estate/REITs

BMONew York, NY
11d$150,000 - $200,000

About The Position

We are seeking an Equity Research Associate to join our U.S. Real Estate/REITs team. The associate will work closely with the senior analyst to develop and market all equity research products. The role requires strong analytical / critical thinking skills, a passion for the stock market, keen attention to detail, and a strong work ethic. The work environment involves collaboration, co-ordination and a shared knowledge base with the analyst and rest of the team but equally values independence, initiative, idea generation and a sense of ownership for the work. Our ideal candidate is someone with 1-2 years of equity research or real estate finance experience and the requisite licenses (SIE, Series 7, 63, 86, 87). 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 U.S. Real Estate/REITs 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. 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.

Requirements

  • Exceptional written and verbal communication skills
  • A keen interest in and demonstrated understanding of 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
  • Demonstrated use of AI in the workplace
  • A bachelor’s degree is required.

Nice To Haves

  • Prior industry experience in the U.S. Real Estate/REITs industry is not required but could be a benefit.
  • CFA is a plus
  • A post-secondary degree in a related field of study is a plus.

Responsibilities

  • Building and maintaining detailed company models (IS/BS/CF)
  • Analyzing financial statements and news related to industry coverage
  • Conducting store and channel checks
  • Writing equity research reports and over time, formulating investment theses
  • Participation in site visits and management meetings
  • Maintaining and analyzing industry data
  • Communicating investment recommendations to internal and external clients

Benefits

  • BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
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