Managing Director, Research

Final date to receive applications:

09/11/2025

Address:
151 W 42nd Street

Job Family Group:
Capital Mrkts Sales & Service

Provides a markets-based suite of sales and trading solutions to Institutional, Corporate, and Retail clients. Offers a full spectrum of integrated capabilities to deliver leading market insight, risk management, and execution services to issuing and/or investor clients, including access to major global markets across asset classes including: debt, foreign exchange, interest rate, credit, equity, securitization, and commodities. Provides competitive pricing to all clients and seeks out new opportunities with prospective clients.

Maximizes profit while prudently minimizing the bank’s exposure and adhering to regulatory statutes.

• Contributes to growing / elevating the BMO and BMO Capital Market brand with a commitment to and presence in the community.
• Operates as key member of the deal team with efforts to maximize sector penetration and returns.
• Institutes cross-selling initiatives to increase ranking with client.
• Uses expertise in financial markets to cultivate relationships with new and existing clients, develop new client relationships and win business.
• Manages a client book and is accountable for the risk, profit & loss and limits for the book.
• Supports sales and trading activities with strategies, and market information customized to suit their client’s individual needs; accompanies all staff to assist with client calls, presentations, and seminars.
• Develops and maintains strong client relationships with decision makers and provides clients with impactful strategic advice.
• Successfully represents BMO’s capabilities with new and existing clients.
• Recognizes opportunities to cross-sell and to grow share of clients’ wallet.
• Develops marketing ideas and helps initiate transactions through appropriate presentation of financial data.
• Provides comprehensive account coverage and client development as well as actively prospects new clients to increase revenue the assigned territory.
• Maintains strong relationships with investors, understands their portfolio, and matches the firm services and products to client needs.
• Works closely with sales, trading and research teams to provide seamless client coverage including fulfilling client requests for market updates and providing clients with specific product information.
• Responds to inquiries from clients, regulatory agencies, or members of the business community in a professional manner and determine acceptable solutions.
• Develops and/or facilitates development of client-focused solutions based on financial expertise, organizational, technical, regulatory and environmental client awareness.
• Distills market and internal data to negotiate solutions, terms and conditions with clients / internal counterparts.
• Identifies and delivers on opportunities to improve the client experience; brings in partners where appropriate; delivers a full BMO experience.
• Verifies that all confirms on trades or sales are accurate and promptly delivered.
• Communicates transaction details to the brokerage community and custodians. Resolves settlement issues related to incorrect billing.
• Provides strategic input into business decisions as a trusted advisor.
• Develops strong market knowledge to provide comprehensive service to clients, develop new solutions, and construct compelling recommendations.
• Reads, analyzes and interprets common technical journals, financial reports, and legal documents in order to better serve client needs.
• Develops marketing ideas and helps initiate transactions through appropriate presentation of financial data.
• Maintains a future-oriented focus, possesses organizational, industry, and competitive knowledge and effects business results and through innovative practices.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• Develops and leverages relationships across businesses, senior leaders and clients to foster and support coordination.
• Ensures alignment between stakeholders.
• Cultivates strong relationships with the research team in order to understand their industries and stock coverage.
• Uses analytical…