The ideal candidate will have between 2 to 4 years of experience in equity research, buy-side investing experience or investment banking experience focusing on the alternative energy/industrials/utilities sectors. This role works alongside their Senior Analyst and Junior Analyst peers in all aspects from idea generation to company meetings, and will play a critical part in providing the financial modeling, market overview, crafting of investment theses for stock picks, and identifyingkeyinvestment themes.
Responsibilities:
- Perform data analysis using BofA proprietary data as well as third party data.
- Write regular industry, policy-focused and company reports and company launch initiations from scratch.
- Perform financial modeling & valuation work.
- Develop and maintain databases and indicators integral to our research products.
- Produce collaborative reports with fundamental analysts and across asset classes.
- Work closely with our global sustainability research team and analyze implications of non-financial material factors in the investment processes.
- Demonstrate strong industry knowledge and business judgment.
- Work with Senior Analysts to develop key industry themes.
- Build relationships and facilitate information flow with contacts at covered companies and across the BofA platform.
- Participate and contribute to client meetings and events, be comfortable talking to clients/presenting our research views.
- Attend meetings and interact with key opinion leaders.
- Closely follow and understand market, industry and company-specific activity and relay to Senior Analyst when traveling.
- Seek out new, value-added, and/or off-the-beaten-path sources of information to generate new research ideas.
- Leverage our robust network of industry contacts.
- Interact regularly with clients.
- Respond to research inquiries from institutional investor clients during market hours.
Qualifications as a must:
- Bachelor’s Degree or equivalent years of experience
- Minimum 2-4 years of related work experience preferred, focused inUtilities/AlternativeEnergy sector (equity research, buy-side or investment banking experience).
- Must enjoy following the stock market and doing desktop and field research.
- Along with strongproficiencyFinance and Accounting, should have a basic understanding of economics, macroeconomic factors, international affairs and policy/politics.
- Interest and experience insustainable/impactinvesting.
- Must have excellent attention to details, ability to multi-task.
- Must be a team player and work well in a collaborative team environment.
- Strong writing and modeling skills. Expert Microsoft Excel and Word skills.
- Strong communication skills, written and verbal.
- Be creative in seeking out new research ideas and willing to learn.
- Able to thrive in a fast-paced and intense environment and havestrong work ethic.
- Experience working with Bloomberg.
Qualifications with a plus:
- Progress towards a CFA or other relevant professional certifications.
- Master’s Degree in finance or quantitative fields (Financial engineering/quant finance, physics, mathematics, etc.)
- Familiarity working with datasets e.g. Wood Mackenzie
1st shift (United States of America)