Analyst, Consumer & Discretionary Sector

Application Deadline:

11/20/2024

Address:

100 King Street West

Job Family Group:

Customer Solutions

Job Description:

The BMO Global Equity team consists of Global sector portfolio managers with global sector analysts supporting them, using a collaborative approach to drive idea generation, analysis, and investment recommendations. The Global Equity team currently manages over $4.2 billion in assets in a variety of strategies including balanced, global equity, thematic and sector specific funds for various distribution channels. BMO GAM currently manages over $170 billion in assets for various distribution channels. We are headquartered in Toronto.

Global Sector Analyst role – Consumer Discretionary and Staples

The ideal candidate would have prior work experience analyzing the fundamentals of companies and would be responsible for performing qualitative and financial analysis on companies predominately within the consumer discretionary and staples sectors, with emphasis on management, strategy, industry dynamics, capital allocation and cash flow growth.

Specific responsibilities would include:

• Demonstrates strong stock selection and decision making expertise
• Strong financial and modelling skills
• Has a deep sector perspective and is able to develop, explain and articulate his/her perspective
• Broadens understanding and relationship of macro-economic, geopolitical, and world issues and how they influence the sectors under coverage and formulates view
• Regularly pitches timely high conviction and actionable investment recommendations and sector ideas
• Conducts own independent research and develops differentiated insights including unique and innovative analysis, supported by data, and presents findings with conviction
• Publishes reports that include in-depth and critical research/analysis and investment rationale which stimulates discussion, actionable ideas, and a move to action
• Seen as a credible communicator and is able to articulate and influence others to own point of view
• Exhibits confidence and conviction when presenting ideas
• Uses differentiated insight into sector to collaborate with other analysts for a broader understanding of a subject

The ideal candidate has:

• Bachelor, Masters degree
• Minimum 2-4 years of related or direct experience in the investment management industry
• Progress toward CFA charter preferred but not required
• Previous experience in deep, differentiated fundamental analysis within the investment industry
• Working knowledge of capital markets and investment management
• Deep curiosity on subject matter
• Articulate and confident communication skills
• The desire to contribute meaningfully in a small, entrepreneurial team environment
• Proven ability to take projects from start to finish
• Willingness to work independently while developing within a culture of mentorship and collaboration
• Team player who can support Portfolio Managers and the other Analysts in report writing and ad-hoc projects
• An open and inquisitive mind willing to accept new ideas while challenging existing assumptions
• The desire to build a long-term career with a strong, growing organization

Salary:

$76,300.00 - $142,100.00

Pay Type:

Salaried

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

We’re here to help

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 c