Analyst/ Associate: Equity Research, North American Banks

Overview Analyst / Associate: Equity Research, North American Banks. This role analyzes financial services companies with a global footprint and supports making stock recommendations to generate alpha. Key responsibilities include performing financial and statistical analyses, conducting research, preparing reports, assisting with structuring and modeling transactions, and assessing market trends.

The North American Banks Research team covers 40+ stocks across the US and Canada with over $2 trillion in market capitalization. The team seeks someone with the intellectual curiosity and aptitude to ramp up in a fast-evolving banking sector, which is undergoing secular shifts tied to digital assets, AI, and a shifting regulatory backdrop. The ideal candidate will have 1–4 years of experience in markets or experience focusing on the banking (or financial services) sector. This person will work with Senior Analysts and team members in all aspects from idea generation to company meetings, and will play a critical part in providing financial modeling and qualitative analysis to formulate investment opinions.

Responsibilities

Assists in structuring, pricing, and executing transactions to help develop financing solutions for existing and emerging companies

Conducts analysis of company financial data, news, and other information to identify opportunities and risks related to companies, industries, or financial instruments

Addresses day-to-day sales, trading, and hedging transaction needs, responds to client inquiries, logs, and records data

Assists with the preparation of associated financial models and written reports

Performs complex financial modeling and valuation work

Writes regular industry and company reports and company launch initiations from scratch

Develops databases integral to our research product

Demonstrates strong industry knowledge and business judgment

Works with Senior Analysts to develop key industry themes

Builds relationships and facilitates information flow with contacts at covered companies

Participates in client meetings and events

Attends meetings and interacts with key opinion leaders

Closely follows and understands market, industry, and company-specific activity

Seeks out new, unusual sources of information

Interacts regularly with clients

Qualifications

Bachelor’s Degree or equivalent years of experience

1–4 years of experience focusing in equity research, wholesale credit, buy-side experience, or investment banking

Strong writing and modeling skills; proficient in MS Word and MS Excel

Ability to thrive in a fast-paced and intense environment

Excellent communications skills, written and verbal

Enjoy following the stock market and conducting desktop and field research

Basic understanding of economics, macroeconomic factors, international affairs, and policy/politics

Strong attention to detail and ability to multi-task

Works well in a collaborative team environment

Age requirement: Must be at least 18 years of age.

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please contact us by calling

1.877.760.2076 . This is a dedicated line designed exclusively to assist job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

Please note : Messages left for other purposes such as following up on an application or non-disability related technical issues, will not receive a response.

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