AI-Driven Equity Research Associate

Bloomberg L.P.; New York (NY); On-site; USD 100,000 - 120,000; Full time

Job summary

Bloomberg Intelligence - Brokers & Asset Managers Equity Research Associate is based in New York and focuses on supporting the franchise with financial modeling, generating insights, writing, and conducting investment research for asset and wealth managers, brokers, and exchanges across traditional and digital assets.

The role relies on company financial data, Bloomberg datasets, and issuer calls; candidates should be proficient in advanced Excel and possess strong analytical and communication

Qualifications

• Bachelor's degree in Finance or related field.
• Authorized to work full-time in the United States without visa sponsorship.
• At least two years of financial market research experience with analytical skills.
• Proficient knowledge of the Financials sector.
• Strong understanding of finance/accounting concepts.
• Experience in financial statement analysis and modeling.
• Ability to spot anomalies in data and think critically.
• Advanced Microsoft Excel skills.
• Strong organization and ability to manage multiple projects.
• Excellent written communication and presentation skills.
• Willingness to integrate AI technologies into research.

Responsibilities

• Contribute to daily research activities: data aggregation, financial modeling, written research and idea generation.
• Monitor company developments and identify macro themes affecting industries.
• Manage data analysis and modeling; synthesize results and develop concise narratives.
• Review submitted research for global quality standards.
• Develop relationships with Bloomberg internal departments and external professionals; participate in projects.
• Collaborate with data and core business groups to enhance content across the terminal.
• Interact with clients via online messaging systems.

Skills

Financial market research

Quantitative analysis

Excel

Written communication

Attention to detail

Project management

Critical thinking

AI integration

Data analysis

Education

Bachelor's degree in Finance or related field

Tools

Python

Power BI

Tableau

Qlik Sense

Excel

Job description

Bloomberg Intelligence - Brokers & Asset Managers Equity Research Associate is based in New York and focuses on supporting the franchise with financial modeling, generating insights, writing, and conducting investment research for asset and wealth managers, brokers, and exchanges across traditional and digital assets.

The role relies on company financial data, Bloomberg datasets, and issuer calls; candidates should be proficient in advanced Excel and possess strong analytical and communication