Associate Director of Equity Research
Top Benefits
About the role
Description
Application Deadline:
09/29/2025
Address:
100 King Street West
Job Family Group:
Customer Solutions
BMO Capital Markets is a leading, full-service North American-based 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 over 2,700 professionals in 33 locations around the world, including 20 offices in North America. #bmocapitalmarkets
The Equity Research department provides in-depth financial analysis, industry expertise and thematic coverage of approximately 900 stocks that power our institutional clients with the information they need to make informed investment decisions. We are searching for an ADoR (Associate Director of Research), who will be responsible for managing a team of Equity Research Associates, overseeing recruiting and talent retention, as well as contributing to our research strategy, product, AI and data projects. The ideal candidate will have a strong background in equity research, capital markets talent recruiting & development, data analysis, and a solid understanding of the regulatory space in equity research. This role is part of our Equity Research management team and reports into the Directors of Research.
Key Responsibilities:
- Recruiting and retaining a global team of Equity Research Associates, ensuring high performance and professional development.
- Support Equity Research Associates on all aspects of career development while maintaining discretion and confidentiality of sensitive information.
- Contribute to the Equity Research Associate Development Program by organizing training, speakers, and knowledge share opportunities for the Associates.
- Oversee Equity Research Associate recruiting.
- Capable of attracting and retaining top talent.
- Manage wide variety of projects within Equity Research, requiring strong excel skills.
- Work closely with the Directors of Research on day-to-day of the department, optimizing research distribution and increasing client impact.
- Understand compliance and the regulatory environment and act as a coach and resource to direct reports.
- Foster a collaborative and team-oriented environment.
- Collaborate and partner with multiple stakeholders, across research, sales and trading.
- Act as a problem solver, addressing and resolving issues that arise within the team or projects.
Qualifications:
- Minimum 10+ years of experience in recruiting, managing teams, project management, and equity research.
- Minimum of 5+ years in sell-side Equity Research, as a Research Associate and/or Analyst.
- Proven track record in recruiting, leading and developing high-performing teams.
- Experience working with Equity Research production teams – including knowledge of authoring and publishing processes – would be an asset.
- Strong negotiation skills and experience in strategic discussions.
- Highly skilled in Excel and data management.
- Excellent communication skills and the ability to maintain discretion and confidentiality.
- Team-oriented with a collaborative approach to work.
- Candidate willing to be licensed by securities regulator in the US and/or Canada (including passing FINRA Series 24 and/or other exams within probation period).
Additional Information:
- Requires in-office presence, min 4 days a week, starting prior to 7am.
- Requires travel New York/Toronto.
- We offer a competitive compensation package and opportunities for professional growth within the firm.
Base Salary: CAD $175,000
Salary :
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
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
To find out more visit us at https://jobs.bmo.com/ca/en.
About Desjardins
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.
Associate Director of Equity Research
Top Benefits
About the role
Description
Application Deadline:
09/29/2025
Address:
100 King Street West
Job Family Group:
Customer Solutions
BMO Capital Markets is a leading, full-service North American-based 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 over 2,700 professionals in 33 locations around the world, including 20 offices in North America. #bmocapitalmarkets
The Equity Research department provides in-depth financial analysis, industry expertise and thematic coverage of approximately 900 stocks that power our institutional clients with the information they need to make informed investment decisions. We are searching for an ADoR (Associate Director of Research), who will be responsible for managing a team of Equity Research Associates, overseeing recruiting and talent retention, as well as contributing to our research strategy, product, AI and data projects. The ideal candidate will have a strong background in equity research, capital markets talent recruiting & development, data analysis, and a solid understanding of the regulatory space in equity research. This role is part of our Equity Research management team and reports into the Directors of Research.
Key Responsibilities:
- Recruiting and retaining a global team of Equity Research Associates, ensuring high performance and professional development.
- Support Equity Research Associates on all aspects of career development while maintaining discretion and confidentiality of sensitive information.
- Contribute to the Equity Research Associate Development Program by organizing training, speakers, and knowledge share opportunities for the Associates.
- Oversee Equity Research Associate recruiting.
- Capable of attracting and retaining top talent.
- Manage wide variety of projects within Equity Research, requiring strong excel skills.
- Work closely with the Directors of Research on day-to-day of the department, optimizing research distribution and increasing client impact.
- Understand compliance and the regulatory environment and act as a coach and resource to direct reports.
- Foster a collaborative and team-oriented environment.
- Collaborate and partner with multiple stakeholders, across research, sales and trading.
- Act as a problem solver, addressing and resolving issues that arise within the team or projects.
Qualifications:
- Minimum 10+ years of experience in recruiting, managing teams, project management, and equity research.
- Minimum of 5+ years in sell-side Equity Research, as a Research Associate and/or Analyst.
- Proven track record in recruiting, leading and developing high-performing teams.
- Experience working with Equity Research production teams – including knowledge of authoring and publishing processes – would be an asset.
- Strong negotiation skills and experience in strategic discussions.
- Highly skilled in Excel and data management.
- Excellent communication skills and the ability to maintain discretion and confidentiality.
- Team-oriented with a collaborative approach to work.
- Candidate willing to be licensed by securities regulator in the US and/or Canada (including passing FINRA Series 24 and/or other exams within probation period).
Additional Information:
- Requires in-office presence, min 4 days a week, starting prior to 7am.
- Requires travel New York/Toronto.
- We offer a competitive compensation package and opportunities for professional growth within the firm.
Base Salary: CAD $175,000
Salary :
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
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
To find out more visit us at https://jobs.bmo.com/ca/en.
About Desjardins
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.