Associate - Research

Bank of America; New York (NY); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Industry-leading benefits

Job summary

Bank of America in New York seeks a research analyst to assemble historical financial models from SEC filings, conference calls, and press releases, and to conduct financial and industry analysis to support investment theses.

You'll research sector trends, prepare market primers, and build relationships with clients across industries. The role emphasizes collaboration, rigorous analysis, and generating regular client reports; travel up to 10% is possible.

Qualifications

• Bachelor's degree required in business, finance, or related field.
• 2 years of experience in finance or related occupation.
• Experience building relationships with consumer-focused institutional investors.
• Strong communication and research skills.
• Willingness to travel up to 10%.
• Ability to perform fundamental analysis using company financials and macro data.

Responsibilities

• Assemble historical financial models using SEC filings, company conference calls, and press releases.
• Conduct financial, statistical, and industry analysis on companies and the industry to support the team's investment thesis.
• Research sector trends to support company/sector recommendations.
• Prepare reports/primers on economies, markets, and industries.
• Initiate and build relationships with clients to develop a network of contacts appropriate to the industry, country, or asset market covered.
• Collaborate cross product to broaden skill set and enhance analysis to support investment thesis.
• Develop weekly and other frequency reports and presentations for client distribution.
• Learn the fundamentals of the asset class or product that is covered by the team.
• Build relationships with management teams of covered companies and industry contacts to support corporate access efforts and team credibility within the asset class that is covered by the team.
• Remote work may be permitted within a commutable distance from the worksite.

Skills

Relationship building

Communication

Attention to detail

Time management

Team collaboration

Education

Bachelor's degree in Business Administration, Finance, Economics, Mathematics or related

Job description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role‑specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Responsibilities

• Assemble historical financial models using SEC filings, company conference calls, and press releases.

• Conduct financial, statistical, and industry analysis on companies and the industry to support the team's investment thesis.

• Research sector trends to support company/sector recommendations.

• Prepare reports/primers on economies, markets, and industries.

• Initiate and build relationships with clients to develop a network of contacts appropriate to the industry, country, or asset market covered.

• Collaborate cross product to broaden skill set and enhance analysis to support investment thesis.

• Develop weekly and other frequency reports and presentations for client distribution.

• Learn the fundamentals of the asset class or product that is covered by the team.

• Build relationships with management teams of covered companies and industry contacts to support corporate access efforts and team credibility within the asset class that is covered by the team.

• Remote work may be permitted within a commutable distance from the worksite.

Required Skills & Experience

• Bachelor's degree or equivalent in Business Administration, Finance, Economics, Mathematics or related: and

• 2 years of experience in the job offered or a related Finance occupation.

• Must include 2 years of experience in each of the following:

• Building/establishing relationships with key business partners in the Consumer Staples industry;

• Maintaining and having regular interactions with a Consumer-focused institutional investor client base;

• Utilizing key soft skills including cold-calling, strong attention to detail, multi-tasking, organization skills, communication skills, and working well in a collaborative team environment;

• Working under time constraints to meet due diligence and research coverage deliverables;

• Conducting in-depth fundamental analysis using company financials, industry data, and macroeconomic data; and,

• Conducting research and using a basic understanding of economics, macroeconomic factors, international affairs and policy/politics to analyze market data and competitive dynamics.

• Up to 10% domestic and international travel, as needed.

EMPLOYER: BofA Securities, Inc.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)Pay and benefits informationPay range- annualized salary, offers to be determined based on experience, education and skill set.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.