Equity Research ANALYST / SENIOR Associate – U.S. Real Estate/REITs

Equity Research ANALYST / SENIOR Associate – U.S. Real Estate/REITs

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 900 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 Analyst / Sr. Associate for our U.S. Real Estate/REITs research team in our New York office.

Description

As an Equity Research Analyst / Senior Associate, the successful candidate will work closely with an analyst in support of providing insights and research on numerous companies across the U.S. Real Estate/REITs spectrum, and lead coverage on a handful of stocks. The work environment involves collaboration, co-ordination and a shared knowledge base with the analyst and rest of the team. The Analyst / Sr. Associate role requires excellent interpersonal skills and a collaborative/versatile team player. Tasks include but are not limited to:

  • 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 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. Other necessary attributes include:

  • Outstanding written and verbal communication skills
  • Ability to effectively communicate with buyside clients and corporate executives, to maintain and enhance relationships for the team.
  • Aptitude to contribute to idea generation for stocks and sectors under coverage
  • Superior work ethic, self-motivation and the ability to work independently
  • Flexibility to work irregular or extended hours
  • Solid technology skills with robust knowledge of Excel, Word, PowerPoint, Bloomberg
  • A positive attitude, intellectual curiosity, the ability to learn quickly and strong attention to detail

Education

Candidates should have 5 – 10  years of relevant experience and 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.

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