Remote Investment Research Associate

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

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.