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Associate- US Equity and Quantitative Research Strategy

New York, New York

Job Description:

As a member of the US Equity and Quantitative Strategy team within BofA Global Research, the candidate will work closely with senior and junior team members in determining the outlook for the US equity market, conducting analyses, producing research reports, and communicating/marketing the team's recommendations and views to both internal and external clients.

 

Description:

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:

•         Contribute to key forecasts including S&P 500 target and 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 required; 2-5 years of industry experience or experience in a related field desired.

•             Excellent writing and communication skills. Background in writing or prior experience in journalism a plus.

•             Strong analytical background (former experience in equity research, investment banking, accounting, or similar role a plus)‎. CFA 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

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

As a member of the US Equity and Quantitative Strategy team within BofA Global Research, the candidate will work closely with senior and junior team members in determining the outlook for the US equity market, conducting analyses, producing research reports, and communicating/marketing the team's recommendations and views to both internal and external clients.

 

Description:

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:

•         Contribute to key forecasts including S&P 500 target and 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 required; 2-5 years of industry experience or experience in a related field desired.

•             Excellent writing and communication skills. Background in writing or prior experience in journalism a plus.

•             Strong analytical background (former experience in equity research, investment banking, accounting, or similar role a plus)‎. CFA 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

Learn more about this role

Full time

JR-21054553

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Jessica Jonas

Referral Bonus:

0

Street Address

Primary Location:
ONE BRYANT PARK, NY, New York, 10036