Senior Research Analyst – US Banking Sector

Job Description

Bloomberg Intelligence – US Regional Banks Equity Research Senior Analyst | Bloomberg

The Tone:
This is a full-time role at Bloomberg, located in New York. Bloomberg Intelligence (BI) delivers independent, data-driven research and interactive datasets, integrated into the Bloomberg Terminal, to help investment professionals make faster decisions. As a 26,610-person organization, BI combines analyst expertise with interactive data, proprietary models, and emerging technologies, including AI and automation, to provide deeper and more differentiated research across 135+ industries and 2,000+ companies. This Senior Analyst role is crucial for delivering in-depth research on large and midsize US regional and super-regional banks, helping investors assess business models, competitive positioning, and financial results while considering the technology, regulation, and economic forces shaping the industry.

The TL;DR
• Role: Experienced Professional
• Type: Full-time
• Location: In-person, New York, NY
• Pay: $215000–$285000 yearly
• Team: A dynamic team of analysts within the U.S. Banking or Financials sector
• Mission: Deliver high-quality, differentiated content and curate data offerings for US regional and super-regional banks to provide deeper insights to trading and investment professionals.
• Tech Stack: Bloomberg Terminal, generative AI, automation, Python, Power BI, Tableau, Qlik Sense

What You’ll Actually Do
• Research Creation: Leverage your banking sector knowledge to actively create regular research content.
• Industry Analysis: Monitor and interpret major company developments and identify macro themes and trends affecting the banking industries.
• Earnings Cycle Management: Manage the earnings cycle, including previews and reviews, and maintain earnings models fueled by live Bloomberg data.
• Content Publishing: Publish thematic content and collaborative reports within your team and alongside other global analysts and strategists in Bloomberg Intelligence.
• Client Engagement: Regularly engage with clients, industry and market professionals, investor relations personnel, and senior management at target companies.

The Must-Haves
• Background: Bachelor’s degree or equivalent experience, specializing in the U.S. Banking/Financial sector.
• Experience: 8+ years of experience in Equity Research, specializing in the U.S. Banking/Financial sector, including interpreting financial statements and performing quantitative financial analysis.
• Skills: Knowledge of sophisticated concepts, practices, and procedures of finance and accounting; excellent verbal communication and presentation skills; ability and willingness to integrate frontier technologies, including generative AI and automation; self-starter, independent thinker, and collaborative team player; strong organizational skills and capable of prioritizing multiple projects.
• Bonus: CFA designation and/or MBA degree, and/or graduate educational experience; experience using Python and/or visualization tools (i.e Power BI, Tableau, or Qlik Sense); previous work experience with the Bloomberg Terminal.