Bloomberg Intelligence - US Regional Banks Equity Research Senior Analyst

Bloomberg L.P.; New York (NY); On-site; USD 215,000 - 285,000; Full time

Job summary

Bloomberg Intelligence in New York is seeking a Senior Research Analyst to cover US regional and super-regional banks. You will conduct in-depth research on large and mid-size banks, assess business models, competitive positioning and financial results, and develop data-rich dashboards leveraging Bloomberg data.

You will publish thematic content, collaborate with global colleagues, engage with clients, and help advance the data offering with frontier technologies like AI and automation.

Qualifications

• 8+ years of experience in Equity Research, specializing in the U.S. Banking/Financial sector.
• Experience interpreting financial statements and performing quantitative financial analysis.
• Knowledge of sophisticated concepts, practices, and procedures of finance and accounting.
• Excellent verbal communication and presentation skills.
• Ability to integrate frontier technologies, including generative AI and automation, to improve research efficiency, quality, and data-driven analysis.
• Self-starter, independent thinker and collaborative team player.
• Strong organizational skills and capable of prioritizing multiple projects.
• Bachelor's degree or equivalent experience.

Responsibilities

• Leverage your knowledge of the banking sector to actively create research on a regular basis.
• Monitor and interpret major company developments and identify macro themes and trends affecting the industries.
• Manage earnings cycle, including previews, reviews, and maintaining earnings models fueled by live Bloomberg data.
• Publish thematic content and collaborative reports within your team and alongside other global analysts and strategists in Bloomberg Intelligence.
• Regularly engage with clients, industry and market professionals, investor relations personnel, and senior management at target companies.
• Work with Global Data teams to ensure data completeness and quality control for existing and new data sets of target companies.
• Develop and maintain relationships with internal stakeholders, including News, Research, Sales and Product.

Skills

Equity Research

Financial analysis

AI integration

Verbal communication

Team collaboration

Education

Bachelor's degree or equivalent

CFA/MBA (desirable)

Tools

Python

Power BI

Tableau

Qlik Sense

Job description

Bloomberg Intelligence – US Regional Banks Equity Research Senior Analyst

Location

New York

Business Area

Research

Ref #

10052388

Description & Requirements

Bloomberg Intelligence (BI) delivers independent, data-driven research and interactive datasets integrated into the Bloomberg Terminal, helping investment professionals make decisions faster. BI combines analyst expertise with interactive data, proprietary models and emerging technologies, including AI and automation, to deliver faster, deeper and more differentiated research. 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. 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.

Bloomberg Intelligence is seeking a highly motivated Senior Research Analyst to cover US regional and super-regional banks. The role involves in-depth research on large and midsize companies, helping investors assess business models, competitive positioning and financial results. Analysts also consider the technology, regulation and economic forces shaping these companies and the broader banking industry. They curate data into comprehensive dashboards that support research and give Bloomberg Terminal users a platform to view and analyze trends. This work gives trading and investment professionals deeper insight into where crucial industries stand today and where they may be heading next.

WHAT'S IN IT FOR YOU:

You will be part of a dynamic team of analysts that author company-specific, peer comparison and sector level analysis of trends within the U.S. Banking or Financials sector. You are entrusted to deliver high-quality and differentiated content while also curating our data offering.

WE'LL TRUST YOU TO:

• Leverage your knowledge of the banking sector to actively create research on a regular basis.
• Monitor and interpret major company developments and identify macro themes and trends affecting the industries.
• Manage earnings cycle, including previews, reviews, and maintaining earnings models fueled by live Bloomberg data.
• Publish thematic content and collaborative reports within your team and alongside other global analysts and strategists in Bloomberg Intelligence.
• Regularly engage with clients, industry and market professionals, investor relations personnel, and senior management at target companies.
• Work with Global Data teams to ensure data completeness and quality control for existing and new data sets of target companies.
• Develop and maintain relationships with internal stakeholders, including News, Research, Sales and Product.

YOU NEED TO HAVE:

• 8+ years of experience in Equity Research, specializing in the U.S. Banking/Financial sector.
• Experience interpreting financial statements and performing quantitative financial analysis.
• Knowledge of sophisticated concepts, practices, and procedures of finance and accounting.
• Excellent verbal communication and presentation skills.
• Ability and willingness to integrate frontier technologies, including generative AI and automation, to improve research efficiency, quality, and data-driven analysis.
• Self-starter, independent thinker and collaborative team player.
• Strong organizational skills and capable of prioritizing multiple projects.
• Bachelor's degree or equivalent experience.

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.

Salary Range = 215,000 - 285,000 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.

Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.

Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email [e-mail]