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Job Details

BMO Harris Bank

Equity Research Associate, Software (R210020176_New_York)

Business and Financial Operations



Full Time


New York, New York, United States


3 Times Square

Job Family Group:

Customer Solutions

BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets

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. BMO in total has approximately 48,000 employees.

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 associate for our software team in our New York office.

As an Equity Research Associate, the successful candidate will work closely with a senior analyst in support of providing insights and research on numerous companies in the software industry. The work environment involves collaboration, co-ordination and a shared knowledge with the analyst and rest of the team. The associate role requires excellent interpersonal skills and the ability to be a collaborative/versatile team player. Tasks include but are not limited to:

  • Strategic examination of industry trends, specific company fundamentals and competitive analysis

  • Analysis of financial statements and company results

  • Creation and maintenance of detailed financial models

  • Writing of research reports and comments

  • Communication of recommendations to internal and external clients

  • Participation in virtual and physical visits to industry events and management meetings

Ability to perform abstract reasoning is critical. Also, a combination of exceptional writing skills, finance or accounting demonstrated through relevant work and educational experience is required. Prior industry experience in the tech 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 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 or in coordination with physically distributed teams

  • Ability to systematically manage a heavy work load and meet deadlines

  • Flexibility to work irregular or extended hours

  • Solid technology skills with robust knowledge of Excel, Word, PowerPoint, Bloomberg, FactSet preferred. Basic Python programming knowledge would be a benefit.

Candidates with 1- 3 years of relevant experience in sell-side equity research, investment banking, strategic consulting or the software industry are preferred. Recent gradutes with outstanding academic creditials in economics, accountanting or finance may be considered. CPA and/or CFA certification is preferred but not required.

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

We’re here to help

At BMO Harris Bank 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 Harris Bank 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.

To find out more visit us at [Register to View] .

BMO Harris Bank 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. BMO Harris Bank N.A. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.