Analyst/ Associate - Equity Research, Business & Information Services

Reposted 14 Days Ago
New York, NY, USA
In-Office
110K-175K Annually
Mid level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Role
Support the Senior Analyst covering business & information services equities by generating investment ideas, building financial models and databases, writing industry and company reports and initiations, participating in IPO vettings, attending company meetings and conferences, interacting with sales/trading/clients, and responding to research inquiries. May take on individual stock coverage over time.
Summary Generated by Built In

Job Description:

The Business & Information Services team covers 19 stocks across the data & information and core business services spaces. The diversity of coverage provides significant learning opportunities (different business models, end-markets) in a sector with strong investor interest. The ideal candidate will have a minimum of 3 years of sell-side or buy-side experience covering the sector or related industries including financial services or software. This candidate will work with both the Senior Analyst and team members in all aspects of the job, including idea generation, contribution to investment recommendations, industry research, modeling, writing, valuation analysis, client interaction, attending company meetings and industry conferences and much more.

Responsibilities

  • Work with Senior Analyst to develop differentiated investment ideas and actionable research for institutional investor clients
  • Write regular industry and company reports and company launch initiations from scratch
  • Participate in IPO-related vettings and analyst days
  • Perform complex financial modeling & valuation work
  • Develop databases integral to our research product
  • Demonstrate strong industry knowledge and business judgment
  • Seek out new, unusual sources of information to augment our research capabilities
  • Closely follow and understand market, industry and company specific activity, and relay to analyst when traveling
  • Build relationships and facilitate information flow with contacts at covered companies
  • Interview industry experts regarding our covered companies and industries
  • Interact regularly with sales, trading and external clients
  • Respond to research inquiries from our institutional investor clients during market hours
  • If performance on team is strong enough, take on coverage of individual stocks over time

Qualifications

  • Bachelor’s degree or equivalent years of experience; CFA or other relevant professional certifications is a plus
  • Minimum 3 years experience - sell-side or buy-side (research, investment banking) preferred
  • Experience covering business and information services, financials or software preferred but not required
  • Strong writing, modeling and financial analysis skills (income statement, balance sheet, and cash flow statement in Excel)
  • Along with Finance and Accounting, should have basic understanding of economics, macroeconomic factors, international affairs, and policy/politics
  • Credit skills are a plus
  • Strong verbal communication skills with a demonstrated ability to generate differentiated investment insights and communicate complex ideas clearly
  • Self-motivated, intellectually curious, and passionate about financial markets
  • Must have strong attention to detail, ability to multi-task, and a strong work ethic
  • Must work well in a collaborative team environment

Shift:

1st shift (United States of America)

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$110,000.00 - $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.

Skills Required

  • Bachelor's degree or equivalent years of experience
  • Minimum 3 years sell-side or buy-side experience (research, investment banking)
  • Experience covering business and information services, financials or software
  • CFA or other relevant professional certifications
  • Strong writing skills
  • Strong financial modeling skills in Excel (income statement, balance sheet, cash flow)
  • Strong financial analysis skills
  • Basic understanding of economics, macroeconomic factors, international affairs, and policy/politics
  • Credit skills
  • Strong verbal communication skills and ability to communicate complex ideas clearly
  • Self-motivated, intellectually curious, and passionate about financial markets
  • Strong attention to detail, ability to multi-task, and strong work ethic
  • Ability to work well in a collaborative team environment

Bank of America Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Bank of America and has not been reviewed or approved by Bank of America.

  • Healthcare Strength Health coverage is described as comprehensive, with medical, dental, vision, virtual care via Teladoc, wellness programs, and specialized support for cancer and menopause. Wellness credits and an always‑on EAP with in‑person sessions add to the depth of care.
  • Parental & Family Support New parents can access up to 26 weeks of leave, including 16 weeks fully paid for eligible teammates, alongside back‑up child and adult care. Family‑building resources and reimbursements (e.g., fertility, adoption, surrogacy) and a dedicated Life Event Services team extend support across life stages.
  • Equity Value & Accessibility Broad‑based equity through the Sharing Success program, including $1B in stock to nearly all non‑executive employees in January 2026, is intended to foster an ownership mindset. Stock awards (including RSUs) are a recurring component that aligns employees’ interests with shareholders.

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The Company
HQ: Charlotte, NC
208,000 Employees
Year Founded: 1784

What We Do

We make financial lives better for our clients and our communities through the power of every connection. Our employees are at the heart of this purpose, and are key to driving responsible growth. Every day, across the globe, our employees bring a commitment to our purpose and to driving responsible growth by living our values: deliver together, act responsibly, realize the power of our people and trust the team. A key aspect of driving responsible growth is doing so in a sustainable manner, a critical pillar of which is being a great place to work for our teammates.

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