Associate Director of Equity Research

Bank of the West

  • New York City, NY
  • Permanent
  • Full-time
  • 22 days ago
Application Deadline: 09/29/2025Address: 151 W 42nd StreetJob Family Group: Customer SolutionsBMO 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. #bmocapitalmarketsThe 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:
  • Manage a global team of Equity Research Associates, ensuring high performance and professional development.
  • Lead Equity Research Associates on all aspects of career development while maintaining discretion and confidentiality of sensitive information.
  • Formalize and harness various 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.
  • Capable of organizing and running the morning equity call.
  • 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:
  • 10+ years of experience in recruiting, managing large global teams, project management, and equity research.
  • 10+ years in capital markets, with at least 2 years in equity markets, on the buy or sell side.
  • Strong preference for those with experience working as an Equity Research Associate, Analyst or Product Manager.
  • Proven track record in leading and developing high-performing teams.
  • Experience working with Equity Research production teams – including knowledge of authoring and publishing processes.
  • 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:
  • This role is based in either our Toronto or New York office;
  • Requires in-office presence, 4 days a week, starting prior to 7am.
  • We offer a competitive compensation package and opportunities for professional growth within the firm.
Base Salary: USD $275,000Salary:Pay Type: SalariedThe 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:About UsAt 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 communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO 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 atBMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Bank of the West