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Bank Of America Analyst / Associate - US Equity Strategy/US Small & Mid Cap Strategy 
United States, New York, New York 
95973463

Yesterday

Job Description:

As an Equity Strategist, the candidate will assist the team with applying a model-driven rigor to market analyses and be able to write in a clear and compelling manner about key investment outlooks. Key objectives are:

  • Closely follow and interpret a wide range of signals, trends, and indicators including fundamental, economic, sentiment, positioning, flows and technical indicators in order to help determine size, style and sector views.
  • Assist in writing regular periodic and ad hoc reports on topical trends and investable themes.
  • Market the team’s views/outlook to sales, clients (including institutional investors and the Merrill Global Wealth & Investment Management platform‎) and the media.
  • Service clients’ bespoke project needs with varying degrees of complexity in a timely manner.
  • Seek out new, value-added, and/or unusual sources of information.
  • Develop and maintain databases, indicators, and financial models integral to our research product.
  • Produce collaborative reports across asset classes and with fundamental analysts.
  • Help produce a regular email compilation for clients based on curation/summarization of key relevant small/mid cap research.

Requirements:

  • Bachelor’s degree or equivalent years of experience
  • 1-3years of industry experience or experience in a related field desired
  • Excellent writing and communication skills.
  • Strong analytical background (former experience in equity research, investment banking, accounting, or similar role a plus)‎.CFA candidacy a plus.
  • Strong proficiency in Microsoft Excel, Word and PowerPoint.
  • Experience using Bloomberg and FactSet; experience with other market data applications a plus.
  • Comfort with public speaking/presenting to large audiences in a variety of formats (in-person, video, etc.)
  • Willing to take initiative, take the lead on projects/tasks, and meet deadlines under minimal supervision.
  • Strong attention to detail‎, ability to work under pressure.
  • Team player; ability and desire to collaborate
  • Passion for financial markets
1st shift (United States of America)