Equity Research Associate - Clean Energy & Sustainability Research

Job Description:

The Clean Energy & Sustainability Research team coverage scope includes more than 20 listed companies in the Clean Energy sector with a total market cap of $130 billion. The team also covers sustainability investment themes impacting the US equity market, and they contribute to global thematic research on sustainable investments.

The ideal candidate will have between 2 to 4 years of experience in equity research, buy-side investing experience or investment banking experience focusing on the alternative energy/industrials/utilities sectors. This role works alongside their Senior Analyst and Junior Analyst peers in all aspects from idea generation to company meetings, and will play a critical part in providing the financial modeling, market overview, crafting of investment theses for stock picks, and identifying sustainability investment themes.

• Perform data analysis using BofA proprietary data as well as third party data.
• Write regular industry, policy-focused and company reports and company launch initiations from scratch.
• Perform financial modeling & valuation work.
• Develop and maintain databases and indicators integral to our research products.

• Produce collaborative reports with fundamental analysts and across asset classes.
• Work closely with our global sustainability research team and analyze implications of non-financial material factors in the investment processes.
• Demonstrate strong industry knowledge and business judgment.
• Work with Senior Analysts to develop key industry themes.
• Build relationships and facilitate information flow with contacts at covered companies and across the BofA platform.
• Participate and contribute to client meetings and events, be comfortable talking to clients/presenting our research views.
• Attend meetings and interact with key opinion leaders.
• Closely follow and understand market, industry and company-specific activity and relay to Senior Analyst when traveling.
• Seek out new, value-added, and/or off-the-beaten-path sources of information to generate new research ideas.
• Leverage our robust network of industry contacts.
• Interact regularly with clients.
• Respond to research inquiries from institutional investor clients during market hours.

• Bachelor's Degree or equivalent years of experience
• Minimum 2-4 years of related work experience preferred, focused in Utilities/Alternative Energy sector (equity research, buy-side or investment banking experience).
• Must enjoy following the stock market and doing desktop and field research.
• Along with Finance and Accounting, should have a basic understanding of economics, macroeconomic factors, international affairs and policy/politics.
• Interest and experience in sustainable/impact investing.
• Must have excellent attention to details, ability to multi-task.
• Must be a team player and work well in a collaborative team environment.
• Strong writing and modeling skills. Expert Microsoft Excel and Word skills.
• Strong communication skills, written and verbal.
• Be creative in seeking out new research ideas and willing to learn.
• Able to thrive in a fast-paced and intense environment.

• Progress towards a CFA or other relevant professional certifications.
• Master's Degree in finance or quantitative fields (Financial engineering/quant finance, physics, mathematics, etc.)
• Experience in quantitative research, including the use of Python/R/SQL or other programming skills to conduct data analysis.
• Familiar with Bloomberg and FactSet.