Description
We are seeking an Equity Research Associate to join our Canadian Oil & Gas team in Calgary. The associate will work closely with the senior analyst and another VP to develop and market all equity products. The role requires strong analytical / critical thinking skills, a passion for the stock market, keen attention to detail and a strong work ethic.

The ideal candidate will have experience or exposure to sell-side equity research, prior industry knowledge and an ability to work at a fast pace. Candidates who are eager to leverage technology and AI to enhance research efficiency, data analysis, and insight generation are welcome.

Key Responsibilities

Building, maintaining, and updating detailed financial and valuation models;

Analyzing company financial statements, earnings releases, regulatory filings, and management transcripts;

Monitoring industry developments, company‑specific news and macro drivers relevant to coverage;

Supporting the preparation of equity research reports and, over time, contributing to investment theses;

Responding to ad‑hoc data, analysis, and information requests from internal and external clients;

Maintaining and analyzing industry and company‑level datasets;

Participating in site visits, management meetings and industry events;

Communicating investment views and recommendations to analysts, portfolio managers and clients;





Applying AI tools and automation to improve research workflows, data processing, and analytical output.

Experience & Skills

Exceptional written and verbal communication skills;

Robust organizational skills with the ability to manage multiple priorities and tight deadlines;

Professionalism and confidence interacting with company management teams and investment professionals;

Intellectual curiosity, attention to detail, and the ability to learn quickly;

A strong work ethic, self‑motivation and comfort with non‑standard working hours, including early mornings, evenings and occasional weekends;

Proficiency with relevant technology and data platforms, including Excel and PowerPoint. Experience with Bloomberg, FactSet or similar tools is an asset;

Demonstrated experience using AI tools to enhance productivity, analysis or research quality.

Education & Credentials

Bachelor’s degree required;

Degree in finance, economics or a related field is an asset;

CFA designation or progress toward the CFA program is a strong advantage.

Salary
$110,000 up to $115,000 CAD (subject to candidate meeting the specific skills, experience, education and qualification requirements).

Employment Type
Salaried.

Benefits
BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

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📌 Equity Research Associate – Canadian Oil & Gas (Alberta)
🏢 BMO Capital Markets
📍 Alberta