Associate, Equity Financials Advisory

Bank of America Bank of America · Banking · New York, NY

Associate, Equity Financials Advisory at Bank of America, focusing on providing advisory coverage to global institutional investors in the Financials sector. Requires expertise in financial modeling, valuation, and client engagement.

What you'd actually do

  1. Provide advisory coverage to global institutional investors, with a particular focus on sector-dedicated Financials investors.
  2. Develop and maintain deep expertise in publicly traded Financials companies, including financial modeling, valuation, and industry dynamics.
  3. Work closely with Trading, Research, Capital Markets, Financing, and broader Advisory teams to drive P&L, broker vote outcomes, and overall product engagement.
  4. Produce and deliver a consistent stream of high-quality content for both internal stakeholders and external clients across multiple formats, including written materials, presentations, and in-person meetings.
  5. Represent the franchise at BofA conferences, roadshows, and client events, requiring frequent travel.

Skills

Required

  • 5+ years of experience in equity research and/or institutional sales on the sell-side
  • Advanced knowledge of the Financials sector
  • financial modeling
  • Strong communication skills
  • Proven ability to work in a fast-paced, team-oriented environment

Nice to have

  • buy-side experience