Analyst / Associate - US Equity Strategy/US Small & Mid Cap Strategy

Company: Disability Solutions
Location: New York
Posted on: April 16, 2025

Job Description:

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
  • 1-3 years 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 marketsShift:1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)Pay and benefits informationPay range$70,000.00 - $175,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Keywords: Disability Solutions, Cherry Hill , Analyst / Associate - US Equity Strategy/US Small & Mid Cap Strategy, Professions , New York, New Jersey