Analyst / Associate - US Equity Strategy/US Small & Mid Cap Strategy
Bank of America
Analyst / Associate - US Equity Strategy/US Small & Mid Cap Strategy
New York, New York
**Job Description:**
As a member of the US Equity & Quantitative Strategy team within BofA Global Research, the candidate will support the Head of US Small & Mid Cap Strategy in determining the outlook for the small/mid cap segment of the US equity market and investable themes within it. The candidate will also help senior/junior members of the US Equity Strategy team in conducting analyses and producing research reports on the US equity market. The candidate will assist with communicating/marketing the team's recommendations and views to both internal and external clients.
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
+ 1-3 years 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
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
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