What are the responsibilities and job description for the Associate: US Equity and Quantitative Strategy Research position at Lensa?
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Associate: US Equity and Quantitative Strategy Research
New York, New York
Job Description
As a fundamental strategist on the US Equity and Quantitative Strategy team within BofA Global Research, the candidate will work closely with team members to determine the outlook for the US equity market,earnings forecasts, conducting analyses, producing research reports, and 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.
Key Objectives Are
1st shift (United States of America)
Hours Per Week
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf) .
View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Associate: US Equity and Quantitative Strategy Research
New York, New York
Job Description
As a fundamental strategist on the US Equity and Quantitative Strategy team within BofA Global Research, the candidate will work closely with team members to determine the outlook for the US equity market,earnings forecasts, conducting analyses, producing research reports, and 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.
Key Objectives Are
- Contribute to key forecasts including S&P 500 target and bottom- up 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
- Bachelor’s degree or equivalent years of experience
- 2 to 5 years of experience in equity research, accounting or a related field is desired
- Excellent writing and communication skills
- Strong analytical background
- Fundamental equity research or accounting experience preferred. 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
1st shift (United States of America)
Hours Per Week
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf) .
View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.