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Investment Analyst II

Merrill Wealth Management
New York, New York
Commensurate with Experience
Closing date
May 23, 2024

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Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification

Job Details

Job Description:

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.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
The successful candidate will be responsible for contributing to the development of Economic and Investment outlook/advice and recommendations to investment professionals, clients and prospects; asset class research (i.e. country, commodity, sector and industry research, impact of macro environment on asset classes, white papers); contributing to the development of Investment themes and content for strategic insight reports; researching profit patterns and valuations across industries merging top-down and bottom-up approaches; data gathering/assisting in valuation and other modeling and statistical analysis for various investment and wealth management applications.

  • Constructs, analyzes, and interprets absolute and relative valuation approaches
  • Conducts fundamental research including the analysis and interpretation of financial statements and the construction of earnings and cash flow estimates
  • Interprets economic and market data and current events
  • Utilizes FactSet-based screening and portfolio analysis tools
  • Interacts with internal and external industry analysts, company investor relations personnel and company managements, field PMs, clients, and due diligence analysts 
  • Conducts and analyzes performance attribution reports, factor attribution and risk reports, benchmark analysis and ad hoc research projects
  • Delivers presentations to investors and produces written arguments and investment cases to the investment team

Required Qualifications:
  • Minimum of 5 years of experience in the investment industry with experience in fundamental research and analysis of financial statements
  • Strong working knowledge of financial forecasting and valuation techniques and risk analysis at the portfolio level
  • Strong communications and writing skills
  • An analytical mind with a strong curiosity about how companies and markets work
  • Collaborative team player who contributes to a positive working environment

Desired Qualifications:
  • Proficient with FactSet, Bloomberg, Microsoft Excel, Microsoft Word and Axioma 
  • Economic analysis experience; MBA, MS, CFA or CFP

  • Analytical Thinking
  • Risk Analysis
  • Collaboration
  • Oral Communications
  • Attention to Detail
  • Prioritization
  • Business Process Analysis
  • Industry knowledge
  • Business Acumen

Minimum Education Requirement: Bachelor's Degree in related field or equivalent work experience

Job Band:

1st shift (United States of America)

Hours Per Week:


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