Jon Borchardt
Senior Energy, Materials, Industrials, Consumer Staples, and Auto Analyst at BMO Wealth Management
- Role
- Senior Analyst, Energy, Materials, Industrials, Consumer Staples, Auto at BMO Wealth Management - U.S.
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
Experience
Senior Analyst, Energy, Materials, Industrials, Consumer Staples, Auto
Feb 2015 — Present · Chicago, IL, US
Provide top-down and bottom-up analyses of the energy and industrial sectors for BMO Private Bank and serve as an analytical resource for BMO’s Disciplined Institutional Equity team. As a member of the Private Bank investment committee, interpret macro-economic data and geo-political trends in order to develop a strategic view and sector weightings. Implement a multi-faceted stock selection process including independent fundamental company research and utilization of a strong network of company management and analyst contacts built up over the last 20 years. Disseminate sector and company information throughout BMO via regular written company research reports and industry white papers.
Education
University of San Francisco
Bachelor of Science (BS)
1989 — 1991
Skills
- Asset Management
- Valuation
- Asset Allocation
- Capital Markets
- Investments
- Financial Markets
- Equity Research
- Trading
- Bloomberg
- Financial Modeling
- Equities
- Emerging Markets
- Hedge Funds
- Investment Strategies
- Alternative Investments
- Private Equity
- Portfolio Management
- Investment Management
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