Equity Research Associate - Clean Energy & Sustainability Research

Job ID: 24016116

Equity Research Associate - Clean Energy Sustainability Research

**Location:** New York, New York

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 contributes 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 Senior Analyst and Junior Analyst peers in all aspects from idea generation to company meetings and will play a critical part in providing financial modeling, market overview, crafting investment theses for stock picks, and identifying sustainability investment themes. The candidate for this position should be intellectually curious and have a deep desire to learn. The candidate should also have experience with financial modeling and quantitative analysis as well as strong verbal communication and writing skills.

Responsibilities

• 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

Qualifications

**Must Have:**

• 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
• Excellent attention to detail, ability to multi-task
• 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

**Plus:**

• 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

Details

• **Shift:** 1st shift
• **Location:** United States of America
• **Hours Per Week:** 40

Learn more about this role

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Full-time JR: 24016116

**Manages People:** No **Travel:** Yes, 5% of the time

Pay and Benefits Information

• **New York pay range:** $130,000 - $160,000 annualized salary offers to be determined based on experience, education, and skill set
• Discretionary incentive eligible

Benefits

• This role is currently benefits eligible
• 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

Street Address

**Primary Location:** ONE BRYANT PARK, NY, New York, 10036