Analyst/ Associate: US Equity and Quantitative Strategy Research
About The Position
As a fundamental strategist on the US Equity and Quantitative Strategy team within BofA Global Research, the candidate will work closely with team members to determine the outlook for the US equity market, earnings forecasts, conducting analyses, producing research reports, and 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. Key objectives are: 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
- Excellent writing and communication skills
- Strong analytical background
- 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
- 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.)
Nice To Haves
- Fundamental equity research or accounting experience preferred.
- CFA candidacy a plus
Responsibilities
- 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
Benefits
- This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
- This role is currently benefits eligible.
- We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
