Senior Associate, Investment Strategy

Compensation

: $114,995.00 - $157,490.00 /year *

Employment Type

: Full-Time

Industry

: Accounting



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The Investment Strategy Group provides strategic investment advice to both institutional and private clients with particular emphasis on the US and Canadian equity markets. The group routinely produces and publishes multiple research reports, oversees model portfolios and maintains a robust database of fundamental, quantitative and macro models and analysis. The ideal candidate must be willing to demonstrate an entrepreneurial and results-oriented background to be part of this fast paced, deadline driven team. This person will provide data support for the Investment Strategy team in all aspects of developing research for clients. The ideal candidate should have the following characteristics:. Solid understanding of the economy and equity market. Ability to analyze and explain financial data to senior members of investment strategy team. Creativity, enthusiasm, and the ability to excel in a self-starting environment. Core Duties / Areas of Responsibility:. Maintain and update existing fundamental, quantitative and economic models. Participate in and assist with all strategy publications. Provide support to analyst and team as required. Fulfill client research requests. Add insight to our ongoing research process by reviewing and improving existing models. Analyze financial market data and trends to assist in idea generation. Assist with special ad-hoc projects, presentations and initiatives as assigned. Qualifications. Knowledge of FactSet screening is an absolute must (candidates will be required to demonstrate proficiency during interview process); FactSet alpha testing experience is strongly preferred; advanced Excel skills (including macros/VBA) would be a significant plus. Strong written and verbal communication abilities. Series 7, 63, 86 and 87 or ability to attain any required licenses within 90 days. Knowledge of statistics or econometrics is a plus. 1-3 years max of relevant research or asset management experience, experience on a buy or sell side equity strategy team is a significant plus. Self-starter - must be organized and the ability to work independently is an absolute must. Superior customer service focus and attitude for internal and external clients. Ability to perform under pressure and meet sensitive deadlines, sometimes for extended periods of time. Ability to prioritize work and multi-task responsibilities. The ability to work and coordinate effectively within a team environment. Undergraduate degree in economics, finance or related field; progression towards CFA charter is strongly preferred. We're here to help. At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do - helping people is in our DNA. For 200 years we have thought about the future--the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank.. As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.. To find out more visit us at BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO Harris Bank N.A. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.. Serving customers for 200 years and counting, BMO is a highly diversified financial services provider - the 8th largest bank, by assets, ...
Associated topics: analyst, business, business analyst, consult, forecasting, investment analytics, investment fund, law, monitor, valuation analyst * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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