Associate, Equity Financials Advisory
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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
We are seeking an experienced Associate to support advisory coverage of publicly traded Financials companies for a global institutional client base. The role is highly collaborative and market-facing, requiring strong sector expertise, client engagement skills, and the ability to partner across the broader franchise to drive commercial outcomes.
Responsibilities:
- Provide advisory coverage to global institutional investors, with a particular focus on sector-dedicated Financials investors.
- Develop and maintain deep expertise in publicly traded Financials companies, including financial modeling, valuation, and industry dynamics.
- Work closely with Trading, Research, Capital Markets, Financing, and broader Advisory teams to drive P&L, broker vote outcomes, and overall product engagement.
- 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.
- Represent the franchise at BofA conferences, roadshows, and client events, requiring frequent travel.
Qualifications:
- Minimum of 5+ years of experience in equity research and/or institutional sales on the sell-side; buy-side experience is a plus.
- Advanced knowledge of the Financials sector, including company fundamentals, financial modeling, and broader industry context.
- Strong communication skills with the ability to clearly articulate investment views and market insights to sophisticated institutional clients.
- Proven ability to work in a fast-paced, team-oriented environment while managing multiple priorities.
Shift:
1st shift (United States of America)
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Hours Per Week:
40
Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)
Pay and benefits information
Pay range
$175,000.00 - $175,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This 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.
Benefits
This 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.
Perks and Benefits
Health and Wellness
- FSA
- HSA
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- Pet Insurance
- Mental Health Benefits
Parental Benefits
- Non-Birth Parent or Paternity Leave
- Birth Parent or Maternity Leave
- Adoption Assistance Program
- Adoption Leave
- Family Support Resources
Work Flexibility
Office Life and Perks
Vacation and Time Off
- Leave of Absence
- Personal/Sick Days
- Paid Holidays
- Paid Vacation
- Sabbatical
- Volunteer Time Off
Financial and Retirement
- 401(K) With Company Matching
- 401(K)
- Financial Counseling
Professional Development
- Tuition Reimbursement
- Internship Program
- Associate or Rotational Training Program
- Mentor Program
- Access to Online Courses
Diversity and Inclusion