Bloomberg Intelligence - Banks Equity Research Associate
About The Position
Bloomberg Intelligence (BI) delivers independent, data-driven research and interactive datasets integrated into the Bloomberg Terminal. The BI Associate Analyst for US and Canadian Universal Banks will support the franchise with financial modeling, insight generation, writing, and investment research covering Money Center and Custody Banks in the United States and Canada. The analysis draws on company financial information, industry-leading data, Bloomberg datasets, financial models, and issuer calls and announcements. The role contributes to daily research activities, monitors company developments and industry trends, and analyzes data to produce clear conclusions and concise narratives. It also involves quality-reviewing research, building relationships with internal and external stakeholders, supporting Terminal content and functionality, interacting with clients through online messaging, and using generative AI, machine learning, and automation to improve research workflows.
Requirements
- Bachelor's degree, preferably focused or concentrated in Finance or a related field.
- At least two years of financial market research or industry-specific subject matter experience, with demonstrable research and analytical skills.
- Proficient knowledge of the Financials sector.
- Deep understanding of advanced finance and accounting concepts, practices, and procedures.
- Experience performing quantitative financial analysis, with knowledge of companies, industries, financial statement analysis, and modeling.
- Ability to spot anomalies in financial data, critically interpret data, and identify inconsistencies.
- Advanced Microsoft Excel skills.
- Curiosity and attention to detail.
- Strong organizational skills and ability to handle multiple projects, meet deadlines, solve problems logically, and set priorities.
- Excellent written communication and presentation skills.
- Commitment to enhancing and developing products.
- Ability and willingness to adopt new technologies, including generative AI and automation, to build repeatable workflows, improve research efficiency and quality, and support data-driven analysis.
Nice To Haves
- CFA designation, MBA degree, and/or graduate educational experience.
- Experience using Python and/or visualization tools such as Power BI, Tableau, or Qlik Sense.
- Previous experience using the Bloomberg Terminal.
Responsibilities
- Contribute to daily research activities, including data aggregation, financial modeling, written research, and idea generation.
- Monitor and interpret major company developments and identify macro themes and trends affecting industries.
- Manage data analysis and modeling; synthesize results, draw conclusions, and develop concise narratives that explain the data.
- Review submitted research for adherence to global quality standards.
- Develop and maintain relationships with Bloomberg departments and external company, industry, and data professionals.
- Participate in department-wide special projects.
- Work with data and core business groups to develop and enhance Bloomberg Terminal content and functionality.
- Interact with clients through online messaging systems.
- Use generative AI, machine learning tools, and automation to improve research workflows, data discovery, modeling, and content development.
Benefits
- Merit increases
- Incentive compensation for exempt roles
- Paid holidays
- Paid time off
- Medical benefits
- Dental benefits
- Vision benefits
- Short- and long-term disability benefits
- 401(k) with company match
- Life insurance
- Wellness programs
- Bonus
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
