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Type of Role: Investments

Experience Level: Analyst/Associate

Location: New York City, New York

Salary: $112K - $166K

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Details below.

Bank of America-Merrill Lynch is currently seeking an Equity Analyst to play a key role as part of its CIO Due Diligence team that selects third-party investment managers for client investment.  Reporting into the Head of Equities Due Diligence, the Analyst will contribute to the firm’s delivery of a high-quality platform of equity investment vehicles (mutual funds, separate accounts, etc.) with a focus on domestic equities. Coverage will be mainly in large cap but may also include small/mid cap, tax-managed & direct-indexing, multi-asset portfolios, thematic, and international/global strategies.

The Analyst will conduct investment manager research to identify new ideas for the platform, as well as monitor existing strategies to ensure any emerging risks are identified and assessed.  This position involves accountability for the research opinion on covered strategies and engagement in complex investment conversations with internal and external partners.  Therefore, the candidate must aspire to a research-intensive role and demonstrate an ability to develop and articulate investment insight.

Qualifications:

  • 3-5+ years of experience in the investment industry, preferably in an analytical role related to investment manager due diligence, equity research, quantitative research, portfolio management/construction, or asset allocation.
  • A demonstrated analytical track record of building and defending well-supported investment opinions.
  • Candidates with investment oriented career path interests are preferred.  Success in the role requires self-motivation to constantly question and go deeper into analytical discovery.
  • A collaborative, team-based approach to engaging with peers within the team and across business lines is essential.
  • An ability to also operate independently and efficiently manage time for meeting deadlines.
  • Alignment with the Values and Purpose of Bank of America.
  • Working knowledge of Excel, Word, Power Point
  • MBA, MS, JD, or CFA preferred
  • Must have a 7 and 66 or achieve the licenses within 120 days

Skills:

  • Attention to Detail
  • Analytical Thinking
  • Causation Analysis
  • Presentation Skills
  • Research
  • Critical Thinking
  • Oral Communications
  • Written Communications
  • Active Listening
  • Data Quality Management
  • Trading and Investment Analysis