Equity Research Associate – U.S. Chemicals

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 to clients worldwide. We are seeking a Senior Equity Research Associate or VP to join our U.S. Chemicals team. The associate will be an integral member of the team, working closely with the senior analyst and two other team members to develop and market all equity research products. The role requires strong analytical/critical thinking skills, solid communication skills (with a drive for client interaction), a passion for the stock market, keen attention to detail, and a strong work ethic. The work environment involves collaboration, coordination, and a shared knowledge base with the analyst and rest of the team while valuing independence, initiative, idea generation, and a sense of ownership for the work.

Responsibilities

• Building and maintaining detailed company models (IS/BS/CF)
• Analyzing financial statements and news related to industry coverage
• Analyzing company filings (10-K, 10-Q, earnings releases) and company transcripts
• 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
• Collaborating in developing tools and processes to gather industry and company-related news that can then be disseminated to clients as one‑off products or incorporated in the group’s normal research product
• Working to establish industry, regulatory and political relationships to help better predict and/or handicap industry trends or company‑related events

Requirements

Ideal candidate must be fully licensed and have a minimum of three years equity research experience in the Chemicals space. Prior industry experience in commodity or specialty chemicals is a plus but not required. Candidates must demonstrate a clear and proven track record of achievement throughout education and career. Necessary attributes include:

• Exceptional written and verbal communication skills
• Strong organizational skills and comfort managing various priorities
• Client service mindset and ability to prioritize client needs with accuracy
• Ability to interact professionally with company management teams and clients (analysts and portfolio managers)
• Keen interest in and demonstrated understanding of Equity Research
• Positive attitude, intellectual curiosity, ability to learn quickly, strong attention to detail
• Superior work ethic, self‑motivated, ability to work both collaboratively and independently
• Ability to systematically manage a heavy workload and meet stringent deadlines
• Flexibility to work irregular and extended hours
• Solid technology skills with robust knowledge of Excel, Word, PowerPoint, Bloomberg and/or FactSet
• Demonstrated use of AI in the workplace
• CFA Charter or working towards the CFA designation is a plus

Education: Bachelor’s degree required; a post‑secondary degree in a related field of study is a plus. U.S. only.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans

Pay

Salary range: $200,000 up to $225,000 USD (subject to candidate meeting specific skills, experience, education, and qualification requirements). Pay type: Salaried. Salaries may vary based on location, skills, experience, education, and qualifications, and may include a commission structure. For commission roles, the listed range represents BMO Financial Group’s expected target for the first year. Total compensation may include performance‑based incentives, discretionary bonuses, and other perks and rewards.