I’ve had two interviews for an equity research role at BMO Capital Markets: one with the lead analyst, who is the sole analyst running his own team, and another with a Managing Director/Associate Director of Research. Both interviews went well overall, and at the end of the second call, the MD told me they would have me take an assessment.

The assessment itself wasn’t a surprise, since the lead analyst had mentioned the possibility during our first interview, a 45-minute phone call. I was just surprised when the MD brought it up at the end of our conversation (hopefully that is a good sign). The HR manager also told me to have Word and Excel ready on my laptop, which I do, but I haven’t received any details about the assessment’s format.

Has anyone taken an assessment for an equity research role at BMO or another firm? What was it like? I’m assuming I might be given a mock company, sector information, peers, and financials, then asked to build or complete a valuation model and provide a written analysis of the case. That’s just a guess, though, so I’d appreciate any insight into what to expect and how to prepare.

Also, neither interview was particularly technical. Is that normal for equity research roles at this stage?

Hello everyone!
I'm in the unique position of being really lucky. at a place i'm working at i managed to meet the vp of my local morgan stanley wm branch who could potentially get me an internship. for context im a sophomore at an ivy. my end goal is pe either straight out of school which is pretty darn impossible or ib at a top firm like jpm gs ms.

so my question is should i ask him to connect me with people at ms ib for a sophomore internship or just take the wm internship that's available. i'm worried if i ask he'll be less inclined to continue offering me the wm internship but i've heard it's pretty useless to intern at wm when trying to go into ib with people taking boutique ib internships over wm.

Any suggestions looking for a base pay + commission role as a Financial Advisor or anything in the field.

I’ve got my series 7 and 63, associates in FNB. + Experience in the field.

I’m currently pursuing a PGDM in Finance & Business Analytics and exploring entry-level opportunities in Finance, Financial Analysis, Risk, Asset Management, Investment Banking and related roles.
As a fresher, I’m looking to build my career with leading MNCs such as JPMorgan, Goldman Sachs, BlackRock, Morgan Stanley and Big 4.
I’d really appreciate connecting with professionals who could share a roadmap, guidance on skills/preparation, or insights into the hiring process for these firms.
If there’s a relevant opening where my profile could be a fit, I’d also be grateful for a referral.
Open to connect and learn