Associate, Equity Financials Advisory

Job Description:

We are seeking an experienced Associate to support advisory coverage of publicly traded Financials companies for a global institutional client base. The role is highly collaborative and market-facing, requiring strong sector expertise, client engagement skills, and the ability to partner across the broader franchise to drive commercial outcomes.

Responsibilities:

• Provide advisory coverage to global institutional investors, with a particular focus on sector-dedicated Financials investors.
• Develop and maintain deep expertise in publicly traded Financials companies, including financial modeling, valuation, and industry dynamics.
• Work closely with Trading, Research, Capital Markets, Financing, and broader Advisory teams to drive P&L, broker vote outcomes, and overall product engagement.
• Produce and deliver a consistent stream of high-quality content for both internal stakeholders and external clients across multiple formats, including written materials, presentations, and in-person meetings.
• Represent the franchise at BofA conferences, roadshows, and client events, requiring frequent travel.

Qualifications:

• Minimum of 5+ years of experience in equity research and/or institutional sales on the sell-side; buy-side experience is a plus.
• Advanced knowledge of the Financials sector, including company fundamentals, financial modeling, and broader industry context.
• Strong communication skills with the ability to clearly articulate investment views and market insights to sophisticated institutional clients.
• Proven ability to work in a fast-paced, team-oriented environment while managing multiple priorities.