Job Description

As a member of the US Equity & Quantitative Strategy team within BofA Global Research, the candidate will support the Head of US Small & Mid Cap Strategy in determining the outlook for the small/mid cap segment of the US equity market and investable themes within it.  The candidate will also help senior/junior members of the US Equity Strategy team in conducting analyses and  producing research reports on the US equity market. The candidate will assist with 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 about key investment outlooks. Key objectives are:

• Closely follow and interpret a wide range of signals, trends, and indicators including fundamental, economic, sentiment, positioning, flows and technical indicators in order to help determine size, style and sector views.
• Assist in writing regular periodic and ad hoc reports on topical trends and investable 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.
• Help produce a regular email compilation for clients based on curation/summarization of key relevant small/mid cap research.   

Requirements:

• Bachelor’s degree or equivalent years of experience
• 1-3years of industry experience or experience in a related field desired
• Excellent writing and communication skills.
• Strong analytical background (former experience in equity research, investment banking, accounting, or similar role a plus)‎. CFA candidacy 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:

Hours Per Week: 

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