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Bank Of America Investment Analyst II 
United States, New York, New York 
315304707

12.07.2024


Responsibilities:

This is a small / mid (SMID) cap equity analyst role; the analyst’s primary responsibility will be to generate long only investment ideas for fundamentally driven small, SMID and mid cap portfolios. The successful analyst will also:

  • Construct, analyze, and interpret absolute and relative valuation approaches
  • Conduct fundamental research including the analysis and interpretation of financial statements and the construction of earnings and cash flow estimates
  • Interpret economic and market data and current events
  • Utilize FactSet-based screening and portfolio analysis tools
  • Interact with internal and external industry analysts, company investor relations personnel and company managements, field PMs, clients, and due diligence analysts
  • Conduct and analyze performance attribution reports, factor attribution and risk reports, benchmark analysis and ad hoc research projects
  • Deliver presentations to investors and produces written arguments and investment cases to the investment team

Required Qualifications:

  • 2-5 years of experience in the investment industry with experience in fundamental research and analysis of financial statements
  • Strong working knowledge of financial forecasting and valuation techniques and risk analysis at the portfolio level
  • Strong communications and writing skills
  • An analytical mind with a strong curiosity about how companies and markets work
  • Collaborative team player who contributes to a positive working environment

Desired Qualifications:

  • Proficient with FactSet, Bloomberg, Microsoft Excel, Microsoft Word and Axioma
  • Economic analysis experience; MBA, MS, CFA or CFP

Skills:

  • Analytical Thinking
  • Risk Analysis
  • Collaboration
  • Oral Communications
  • Attention to Detail
  • Prioritization
  • Business Process Analysis
  • Industry knowledge
  • Business Acumen

Bachelor’s Degree in related field or equivalent work experience

1st shift (United States of America)