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Bank Of America Senior Operations Manager 
India, Maharashtra, Mumbai 
967824741

05.07.2024

Responsibilities*

  • Work closely with U.S. senior analyst in assembling/updating financial models on covered companies using SEC filings, company conference calls, and press releases.
  • Conducting financial, statistical and industry analysis on companies and the industry to support the team’s investment thesis.
  • Gathering data from publicly available sources; analyzing data on the industry and companies covered for insights.
  • Researching sector trends that may impact company/sector recommendations; track relevant US macro news stories and provide support on idea generation and writing of strategy reports.
  • Writing short notes and lengthy reports on covered companies and the industry
  • Writing sections of coverage initiations & company conference call summaries
  • Analyze data in market research databases; seek out new, unusual sources of information to augment research capabilities.
  • Manage full range of data inputs to regularly published franchise pieces (i.e., weekly, monthly reports); updating exhibits for these publications.

*

  • Education in MBA/CA or equivalent from reputed institutes
  • CFA is a plus

Experience Range: Good to have at least 5-10 years of prior experience in Equity or Credit research role, buy side experience or investment banking experience.


Foundational skills*

  • Good to have at least 5-10 years of prior experience in Equity or Credit research role, buy side experience or investment banking experience.
  • Along with Finance and Accounting, should have basic understanding of economics, macroeconomic factors, international affairs, and policy/politics.
  • Experience in Power, Utilities & Clean Energy sectors
  • Interprets information and points of view and can act on this information.
  • Strong interpersonal and communications skills; written and verbal.
  • Must be an expert at MS Word and MS Excel (including nesting functions)
  • Ability to build complex models using nestedexcel/Bloomberg/FactSetfunctions; build/maintain financial models including fixing for errors; use a wide range of market data sources especially Bloomberg/FactSet.
  • Strong ability to write for business, particularly for the financial community.
  • Ability to track and update data files used by the team and to automate processes where possible.
  • Strong ability to understand complex concepts, find creative ways to analyze topics and write short/lengthy reports for the financial community.

Desired skills*

  • Familiarity with and interest in the US Equity Markets
  • Familiarity with structure and content of SEC filings (10-K, 10-Q, etc.)

Work Timings*

  • 10:30 AM to 7:30PM Monday to Friday

Job Location*