Equity Research Database & Development Associate

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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. The Equity Research department covers over 925 stocks across diverse sectors, and provides equity strategy, quantitative analysis and portfolio management services to our clients.

Description

We are seeking a highly motivated Database and Development Associate to join our Equity Research Production team, to deliver Global Equity Products systems/reporting/analytics/CRM support and business insights to senior executives and front-line professionals to support publication, performance management, and strategic objectives. The ideal candidate has a strong foundation in finance and/or energy, a genuine interest in capital markets, and intellectual curiosity to thrive in a fast-paced, idea-driven environment.

Candidates who are eager to leverage technology and AI to enhance research efficiency, data analysis, and insight generation will be particularly well suited to this role.

Key Responsibilities

Publishing Admin and Reporting – Weighting 50%

• Utilize technical skills to efficiently and effectively input, extract and manipulate data from client databases or other source systems to meet various publishing/reporting needs

• Develop and implement reporting for Global Equity Products

• Understand the business rationale of all requests being made

• Manage client expectations, and meet agreed upon deadlines; produce work that is timely and accurate.  Strive to provide great customer service and anticipate follow-up inquiries

• Question the integrity of data; delve into data issues raised and work with Operations/Technology to fix at the source considering the implication on any other data that would be similarly impacted

• Participate in and contribute to project and team meetings, interacting and collaborating with team members and other departments, as appropriate, in order to understand project requirements

Analytical Insights and Observations – Weighting: 25%

• Learn and implement advanced analytics to help resolve priority business problems

• Utilize knowledge of CM’s businesses, products, and risk measures to provide insight and analysis in support of LOB performance and strategic objectives

• Perform detailed financial and business analysis as necessary to support Capital Markets

Process Efficiencies – Weighting: 25%

• Leverage existing reports and business metrics reported where possible to minimize unnecessary work

• Assess current practice of generating reports and introduce process efficiencies / automation in database and reporting

Experience & Skills

A combination of strong analytical, written and verbal skills, and a demonstrated interest in financial services technology and emerging technologies through relevant education or work experience is required. The successful candidate will demonstrate:

• Undergraduate degree, with 2-5 years of relevant work experience

• Proficiency in MS Excel, Salesforce, Power BI, PowerQuery, CoPilot, Python, C#

• Understanding of Capital Markets products

• Knowledge of BMO Capital Markets’ financial systems an asset

• Knowledge of BlueMatrix, Tier1 is an asset

• Understanding of data science and financial accounting concepts

• Effective self-starter with a can-do attitude who takes ownership and accountability for project deliverables with a demonstrated ability to multi-task

• Exceptional communication, analytical, presentation, interpersonal, and organization/time management skills

• Superior attention to detail and accuracy, while being able to draw out big picture conclusions from analyses and focus on the critical business issues, particularly when taking on complex and ambiguous tasks

Education & Credentials

• Bachelor’s degree required

Salary

The salary range for this role is $110,000 up to $130,000 CAD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements).

This job posting is for a current vacancy.

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

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.

To find out more visit us at https://jobs.bmo.com/ca/en.

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.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.