Contribute to key forecasts including S&P 500 target and bottom- up earnings outlook
Closely follow and interpret a wide range of signals, trends, and indicators including fundamental, economic, sentiment, positioning and technical indicators in order to help craft an outlook for the market and determine sector recommendations.
Assist in writing reports on the fundamental, macro and quantitative landscape including deep dives on topical macro 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.
Collaborate with junior and senior peers to develop key indicators, models, and relevant themes for the US equity markets, economy, sectors, and industry
Requirements:
Bachelor’s degree or equivalent years of experience
2 to 5 years of experience in equity research, accounting or a related field is desired
Excellent writing and communication skills
Strong analytical background
Fundamental equity research or accounting experience preferred. 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