Bloomberg Intelligence - Brokers & Asset Managers Equity Research Associate

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

Benefits offered by this job

Bonus

Benefits package

401(k) match

Job summary

Bloomberg Intelligence is seeking an Equity Research Associate to support Brokers & Asset Managers in New York. You will perform financial modeling, generate insights, and write investment research for asset managers, brokers, and exchanges across traditional and digital assets.

Expect to leverage Bloomberg data, industry research, and issuer announcements to develop concise narratives. Strong Excel skills and excellent written communication are essential for success in this role.

Qualifications

• Bachelor's degree in Finance or related field.
• Strong foundation in financial statement analysis and modeling.
• Proven quantitative research and analytical capabilities.
• Advanced Excel skills and ability to build financial models.
• Excellent written and verbal communication; able to present complex data clearly.
• Strong organizational skills and ability to manage multiple projects.

Responsibilities

• Actively contribute to daily research activities including data aggregation and financial modeling.
• Monitor company developments and identify macro themes affecting industries.
• Synthesize analysis into concise narratives and communicate the story behind the data.
• Review research for global quality standards and accuracy.
• Develop relationships across Bloomberg and with external data professionals.
• Collaborate with data groups to enhance content and terminal functionality.
• Interact with clients via our online messaging systems.

Skills

Financial modeling

Research & analysis

Excel

Written communication

Presentation skills

Attention to detail

Time management

Education

Bachelor's degree in Finance or related

Tools

Python

Power BI

Tableau

Qlik Sense

Job description

Bloomberg Intelligence - Brokers & Asset Managers Equity Research Associate

Location

New York

Business Area

Research

Ref #

10052790

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 – Brokers & Asset Managers: The Associate Analyst on the team will focus significantly 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 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

YOU NEED TO HAVE:

• Graduated with a Bachelor's degree, preferably with a focus or concentration in Finance or related degree
• Legal authorization to work full-time in the United States and will not require visa sponsorship now or in the future (U.S. citizen, U.S. permanent resident/green card holder, refugee, asylee)
• 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 integrate new technologies, including generative AI, to create an increasingly sophisticated research product with 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!

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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