Senior Due Diligence Analyst - US Small Cap or International Equity

New York City, New York (US)
Commensurate with requirement, credentials and experience
May 25, 2017
Jun 24, 2017
Employment Type
Full Time

Bank of America-Merrill Lynch is currently seeking a US Small Cap Equity Analyst as well as an International Equities Analyst to play a key role as part of and equity due diligence team of about 20 that selects third-party investment managers for client investment.  This position, depending on the assignment,  is focused primarily on U.S. small cap equity strategies, or  non-US equity strategies including emerging market, global, multi-asset and real asset strategies; though the candidate will be exposed to a broader array of coverage over time.  The candidate must have strong research and communication skills, an ability to develop and articulate insight, and a strong understanding of global financial markets. This is a Vice President level position based in lower Manhattan.

The ideal candidate will have a background in / knowledge of equity securities, due diligence, and / or investment strategy. 

Responsibilities Include:

  • Assessing investment/fund manager skill through qualitative and quantitative analysis combined with in-person and phone interviews
  • Writing and editing comprehensive investment manager evaluations and presenting recommendations to investment committees
  • Preparing insightful and opinionated communications in a timely manner regarding material manager events, implementation ideas, market developments, performance issues, etc.  to internal advisors and business partners
  • Delivering proactive ongoing support to internal/external business partners, including meeting with specialists and financial advisors
  • Serving as a subject matter expert for international equity markets, strategies under coverage and the competitive landscape
  • Participating in project management implementation

Traveling (approximately 10%)

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