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Analyst / Associate - US Equity Strategy/US Small & Mid Cap Strategy

Bank of America | New York NY 10292 USA | Full Time | Posted: 05/13/2025

Job Descriptiontop

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

Job Detailstop

Location New York, NY, 10292, United States
Categories Unspecified

Location Maptop

Contact Informationtop

Contact Name -
How to apply Employer provided a link where your application will be accepted. Click on the link below and follow instructions.
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Job Code 25016799
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