Analyst / Associate - Equity Research, IT Hardware & Technology Supply Chain
At a glance
Mid-level Investment & Corporate Development role at Bank of America. New York · full-time · $130,000–$225,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Build financial models and valuations, then use company and industry analysis to shape investment views
- Write research on companies and industries, including new coverage reports, and turn technology trends into actionable ideas
- Track stock, industry and company developments, sharing key updates with the analyst when they travel
- Answer institutional clients’ research questions during market hours and speak with industry experts about covered businesses
- Develop industry themes with senior analysts, build company contacts and contribute to conferences and other research sources
What you bring
- You have a bachelor’s degree or equivalent experience, plus at least one year in equity research, buy-side work or investment banking
- You bring strong writing and financial modeling skills, including Excel work across income statements, balance sheets and cash flows
- You have a technology-sector focus and can apply finance, accounting and economic knowledge to investment research
Who this fits
This suits someone who enjoys following markets and doing both desk-based and field research, and who works well with a team. You’ll need to handle fast-moving, time-sensitive work such as earnings reports and client questions. The role is based in New York and is listed as a full-time, first-shift position with a forty-hour workweek.
From the employer
Job Description:
This job is responsible for assisting with the recommendation process related to the buying, selling, or holding of financial securities and/or studying the role of government in the economy. Key responsibilities include performing financial and statistical analyses, conducting research, preparing reports, helping to originate, structuring and modeling transactions, and assessing market trends. Job expectations may include rotating through a specific product area or sector to gain exposure to the business.
The IT Hardware and Technology Supply Chain Research team covers 27 stocks (and growing) with high trading volume, strong investor interest, and opportunity for new coverage.
The team is looking for someone who can help tie in macro themes and megatrends in a changing technology landscape, and present them in concise written research with actionable investment ideas across our coverage universe.
The ideal candidate will have between three to four years of experience in markets and experience focusing on the technology sector. This candidate will work with both the Senior Analyst and team members in all aspects from idea generation to company meetings, and will play a critical part in providing the financial modeling and qualitative analysis to formulate investment opinions.
Responsibilities
- Perform financial modeling & valuation work
- Regularly write industry and company reports and initiations of coverage from scratch
- Analyze data in market research databases
- Respond to research inquiries from our institutional investor clients during market hours
- Interview industry experts regarding our covered companies and industries
- Build relationships and facilitate information flow with contacts at covered companies
- Participate and contribute to industry conferences and events
- Closely follow and understand stock market, industry and company specific activity, and relay to the analyst when he/she is traveling
- Seek out new, unusual sources of information to augment our research capabilities
- Work with Senior Analysts to develop key industry themes
- Demonstrate strong industry knowledge and business judgment
Qualifications
- Bachelor’s Degree or equivalent years of experience; progress towards a CFA or other relevant professional certifications is a plus. Preference for EE Engineering background
- 1-3+ years of experience focusing in equity research, buy side experience or investment banking experience
- Strong writing and modeling skills (income statement, balance sheet, and cash flow statement in Excel).
- Must be able to thrive in a fast-paced and intense environment.
- Must have excellent communications skills, written and verbal
- Must respond well to time-sensitive tasks, such as writing earnings reports and responding to clients
- Must enjoy following the stock market and doing desktop and field research
- Along with strong Finance and Accounting skills, should have basic understanding of economics, macroeconomic factors, international affairs, and policy/politics
- Must have strong attention to detail, ability to multi-task
- Must work well in a collaborative team environment
Shift:
1st shift (United States of America)Hours Per Week:
40Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)Pay and benefits informationPay range$130,000.00 - $225,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.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.
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