Associate, Equity Derivatives Sales

Equity Derivatives Sales Team Position

BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world.

The Institutional Equity Derivatives Sales Team is looking for a financial professional capable of working in a team environment to learn and build a business in Equity Derivatives. The clients are institutional investors. Currently BMO has a focus on Insurance Companies (Super Vertical) and Asset Managers. And the scope of clients can/will broaden to Pensions, Endowments, Foundations and Hedge funds. The products we trade are over the counter Equity Options, Swaps and Equity Linked Notes.

At first, the team member will assist by performing several key functions such as: formatting client pricing requests into BMO standard form (RFPs). Generating summary deal terms upon the completion of a transaction (Executions). Generating reports and term sheets to clients summarizing deals (Term Sheets). They will also be involved in researching client positions and strategies using publicly available information. Also, they will have the chance to interact with clients during the pricing and execution of transactions.

Once the team member has become proficient with the products and the pricing process they will work more directly with clients on day to day hedging needs.

Candidates should be capable of working in a team environment, have a sense of urgency, attention to detail and a high sense of personal responsibility. A working knowledge of Excel, coding, the financial markets and of derivatives is also used for this role.

Qualifications:

• Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Degree in Accounting/Economics/Mathematics/Statistics
• Working knowledge of financial markets with previous exposure to the financial markets and/or analysis gained through a combination of work and educational qualifications is required.
• Basic understanding of trading or sales procedures and broader regulatory and financial concepts.
• Series 7 and 63 licenses required or attained within 3 months.
• Demonstrates solid deal/transaction execution and/or project management skills.
• Technical proficiency gained through education and/or business experience.
• Verbal & written communication skills
• Collaboration & team skills
• Analytical and problem-solving skills
• Influence skills
• Data driven decision making

The salary range for this role is $150,000 up to $200,000 USD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements).

BMO 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 View email address on click.appcast.io and let us know the nature of your request and your contact information.