BMO · 13 hours ago
Director, Retail Analyst
New York, NY, USA
Full-time
Onsite
Mid, Senior Level
$275K/yr - $275K/yr
7+ years expBMO Capital Markets Corp. is seeking a Director, Retail Analyst to conduct research and analyses for investment insights for various clients. The role involves cultivating client relationships, providing strategic recommendations, and managing financial analyses to support investment decisions.
BankingCrowdfundingFinanceFinancial Services
Responsibilities
Conducts research and analyses to provide investment insight, commentary, recommendations and strategy for retail, institutional, corporate, and government clients
Research includes debt, economics, equity and fixed income research
Provides analyses and forecasts of the Canadian, United States and international financial markets and global economy
Specializes within a sector
Uses expertise in financial markets to cultivate relationships with new and existing clients and develop new client relationships
Communicates recommendations on the purchase, sale, or holding of securities to investors through written reports, the sales force, and direct conversation
Makes presentations to clients, industry groups, and internal departments
Develops and maintains relationships with financial staff of corporations covered
Responds to client/sales queries
Understands the needs of clients and provides relevant ideas and opinions to generate recommendations
Keeps abreast of industry events such as new regulation, technological innovation, etc. and be capable of flagging new information
Develops a network of contacts within a sector
Provides ideas and helps to enhance client relationships
Builds positive client relations through deep/comprehensive understanding of client needs and alignment of products/services
Identifies and leverages key decision makers and influencers in client/internal organizations
Develops and maintains strong client relationships at all levels
Anticipates changes in client needs and provides strategic/creative solutions
Leverages subject matter expertise to enable innovative/creative client solutions
Interprets client strategy and anticipates needs to deliver solutions
Delivers an outstanding client experience as it pertains to the industry group
Identifies opportunities for increased efficiency and improved service to internal and external clients
Identifies and delivers on opportunities to improve the client experience; brings in consultants/experts where appropriate
Acts as a trusted advisor to investors
Develops recommendations based on an understanding of the coverage universe and stakeholder needs
Assists in the development of strategic plans
Identifies emerging issues and trends to inform decision-making
Networks with industry contacts to gain competitive insights and best practices
Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals
Builds effective relationships with internal/external stakeholders
Develops and strengthens relationships with Sales/Trading as well as BMO Capital Markets partners
Acts as the prime subject matter expert for internal/external stakeholders
Conducts financial analysis of industry groups and individual securities including valuation and analysis of financial statements and press releases
Examines financial reports, organizes data and collects material
Uses understanding of the relevant industry fundamentals including the competitive structure and dynamics, comparative cost levels and trends, product life-cycles and innovation issues, and secular growth opportunities to delve very deeply into the specific situation of individual companies
Develops stock recommendations by combining valuations with knowledge of the market psychology and embedded expectations surrounding the stocks
Presents and summarizes data in formats such as table, graphs, or maps
Develops financial models to project the future performance of the company for use as a basis for sophisticated valuations
Applies appropriate technical concepts/analyses to extract insights and completes/leads consistent and reliable technical and financial analyses to support client deliverables
Breaks down strategic problems, and analyses data and information to provide insights and recommendations
Manages databases and provides support for analysis, forecasting and/or data visualization
Designs and produces regular and ad-hoc reports, and dashboards
Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures
Provides feedback on and supports continuous improvement opportunities
Balances the Bank's risk appetite with the client needs in making recommendations/proposals
Provides input into the planning and implementation of operational programs
Identifies opportunities to find more cost-effective ways to conduct business
Makes decisions based on a strong understanding of risks, effectively evaluates risk-return trade-offs, and proactively takes accountability for risks assumed
Identifies and acts on the delivery of meaningful revenue, cost reduction or capital optimization opportunities
Reviews and guides work of team members to deliver business results
Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting
Oversees the implementation of tools and training required to deliver business results
As required, assists with conferences and field trips
Conducts primary research using electronic databases, industry overviews, surveys, and other methods
Performs extensive industry and company analysis, data sourcing, creates and maintains models
Creates company and industry reports and notes on relevant investment themes and events that are company specific and/or industry specific
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine
Implements changes in response to shifting trends
Broader work or accountabilities may be assigned as needed
Qualification
Required
Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience
U.S. only: Series 7 and 63 licenses are required
Knowledge of MS Excel and Word – Expert
Understanding of securities analysis – Expert
Knowledge of sector industry – Expert
Seasoned professional with a combination of education, experience and industry knowledge
Verbal & written communication skills - In-depth / Expert
Analytical and problem solving skills - In-depth / Expert
Influence skills - In-depth / Expert
Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert
Able to manage ambiguity
Data driven decision making - In-depth / Expert
Preferred
MBA preferred
CPA and/or CFA certification are a plus
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities.
10001+ employees
H1B Sponsorship
BMO has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (2)
2023 (6)
2022 (4)
2021 (2)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$7.54B2025-10-23Post Ipo Debt· $142.91M
2025-02-26Post Ipo Debt· $871.76M
2024-07-09Post Ipo Debt· $750M
Leadership Team
David Casper
U.S. Chief Executive Officer
Azam Dawood
Head Of Sourcing
Recent News
MarketScreener
2026-01-06
2025-12-24
2025-12-18
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