Equity Research Associate – Energy Transition & Infrastructure
About the role
BMO Capital Markets is a leading, full-service financial services provider offering corporate and investment banking, treasury management, research and advisory services globally. The Energy Transition & Infrastructure team sits at the intersection of key investment themes including AI-driven power demand growth, natural gas and LNG infrastructure expansion, grid modernization, electrification, renewable energy deployment, energy storage, distributed generation, and emerging energy technologies. The team provides differentiated research across traditional energy infrastructure and next‑generation power and industrial technologies. As a Senior Equity Research Associate or VP, you will work closely with the senior analyst to develop and market equity research products, requiring strong analytical and critical‑thinking skills, solid written and verbal communication, a drive for client interaction, passion for the stock market, keen attention to detail, and a strong work ethic. The environment emphasizes collaboration, coordination, shared knowledge, while valuing independence, initiative, idea generation, and ownership.
Responsibilities
- Building and maintaining detailed company financial and valuation models (IS/BS/CF)
- Analyzing financial statements and industry- and company-specific news
- Analyzing company filings (10‑K, 10‑Q, earnings releases) and management transcripts
- Writing equity research reports and, over time, formulating investment theses
- Utilizing alternative data, AI‑enabled tools, and data science techniques to enhance research productivity and investment analysis
- Participating in site visits, management meetings, and industry events
- Maintaining and analyzing industry and company‑level data
- Communicating investment recommendations to internal and external clients
- Developing tools and processes to gather and analyze industry and company news for timely client products and the team’s ongoing research
- Building industry, regulatory, and policy relationships to better assess sector trends and company‑specific events