Bloomberg Intelligence - Banks Equity Research Associate

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

Job summary

Bloomberg Intelligence in New York is seeking a Banks Equity Research Associate to support Money Center and Custody Banks within the US and Canada. You will build financial models, analyze data from Bloomberg datasets, and generate insights for investment research.

The role emphasizes data-driven storytelling, interaction with internal teams, and applying AI/tools to improve research workflows and content development. A strong Excel background and finance knowledge are essential.

Qualifications

• Bachelor's degree in Finance or related field.
• At least two years of financial market research experience.
• Advanced Microsoft Excel skills.
• Strong quantitative financial analysis and modeling abilities.
• Excellent written communication and presentation skills.

Responsibilities

• Actively contribute to daily research activities including data aggregation, financial modeling, and written research.
• Monitor major company developments and macro themes affecting banks and financials.
• Manage data analysis and modeling, synthesize results, and develop concise narratives.

Skills

Financial modeling

Data analysis

Excel advanced

Written communication

Project management

Education

Bachelor's degree in Finance or related field

CFA designation / MBA

Tools

Python

Power BI

Tableau

Qlik Sense

Job description

Bloomberg Intelligence - Banks Equity Research Associate

Location

New York

Business Area

Research

Ref #

10054893

Description & Requirements

Bloomberg Intelligence (BI) delivers independent, data-driven research and interactive datasets integrated into the Bloomberg Terminal, helping investment professionals make decisions faster. With 500+ research professionals, BI provides company, credit, industry and strategy research across major global markets, covering 135+ industries and 2,000+ companies, including perspectives on company fundamentals as well as government policy, litigation and ESG. BI combines analyst expertise with interactive data, proprietary models and emerging technologies, including AI, to deliver faster, deeper and more differentiated research. Our research and datasets are delivered through curated Terminal dashboards and interactive research decks, with underlying data typically one click away, drawing on proprietary Bloomberg sources and 600+ data contributors.

What's in it for you:

BI Associate Analyst – US and Canadian Universal Banks: The Associate Analyst on the team will focus significantly on supporting the franchise with financial modeling, generating insights, writing, and conducting investment research for Money Center and Custody Banks in the US and Canada. The analysis will be based on company financial data, industry leading data, Bloomberg's data sets, financial models as well as issuer calls and announcements.

We'll trust you to:

• Actively contribute to the team’s daily research activities (i.e. data aggregation, financial modeling, written research, idea generation).
• Monitor and interpret major company developments and identify macro themes and trends affecting industries.
• Manage significant data analysis and modeling responsibilities; synthesize the results, draw conclusions and develop concise narratives that communicate the story behind the data.
• Review submitted research for adherence to global quality standards.
• Develop and maintain relationships with internal departments throughout Bloomberg as well as external company, industry and data professionals; participate in department-wide special projects.
• Work with other data and core business groups to help develop and enhance content and functionality across the terminal.
• Interact with clients via our online messaging systems.
• Use generative AI, machine learning tools and automation to improve research workflows, data discovery, modeling and content development.

You need to have:

• Graduated with a Bachelor's degree, preferably with a focus or concentration in Finance or related degree.
• At least two years of financial market research or industry specific subject matter experience, with demonstrable research and analytical skills.
• Proficient industry knowledge of the Financials sector.
• A deep understanding of advanced concepts, practices and procedures of finance/accounting.
• Solid experience performing quantitative financial analysis, with knowledge of companies, industries, financial statement analysis & modeling.
• The ability to spot anomalies in financial data, think critically about what the data is telling you and identify when something doesn't align or make sense.
• Advanced Microsoft Excel skills.
• High level of curiosity and attention to detail.
• Strong organization skills and capable of handling multiple projects; an ability to meet deadlines, logically tackle problems and set priorities.
• Excellent written communication and presentation skills.
• A commitment to enhancing and developing products.
• Ability and willingness to adopt new technologies, including generative AI and automation, to build repeatable workflows, improve research efficiency and quality and support data-driven analysis.

We'd love to see:

• CFA designation and/or MBA degree, and/or graduate educational experience
• Experience using Python and/or visualization tools (i.e Power BI, Tableau, or Qlik Sense)
• Previous work experience with the Bloomberg Terminal. Let us know what your favorite functions are!

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Salary Range = 100,000-120,000 USD Annual+ Benefits + Bonus

The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level.

We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.

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