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Bank of America

Runs a US consumer bank, brokerage and investment bank

Global Strategic & Sustainable Investments – Global Principal Investment Analyst

Private EquityConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • At least 2 years of experience in a role requiring rigorous quantitative and qualitative analysis, such as corporate strategy or development, management consulting, data analytics, equity research, investment banking, financial planning and analysis, or risk management.
  • Demonstrated initiative, ownership, and ability to manage multiple priorities in a fast-paced, collaborative, and highly controlled environment; comfort operating with limited structure, defining problems, and developing practical solutions.
  • Intellectual curiosity, attention to detail, and willingness to learn new businesses, industries, technologies, and processes.
  • Strong analytical and problem-solving skills, including working with large or imperfect data sets, identifying actionable insights, and developing practical recommendations.
  • Ability to use financial models and analytical frameworks to evaluate business performance, investment opportunities, and portfolio outcomes.
  • Advanced proficiency with Microsoft Excel and PowerPoint, and ability to produce accurate, clear, executive-ready analysis and materials.

Responsibilities

  • Support evaluation and ongoing management of strategic and sustainable investments, including financial modeling, business and industry analysis, strategic assessment, risk evaluation, and transaction execution.
  • Support portfolio management activities, including performance monitoring, governance processes, risk identification, and maintaining investment records and documentation.
  • Build and maintain reporting, dashboards, and analytical tools that provide insights into portfolio performance and investment activity for governance oversight and business management.
  • Identify opportunities to simplify workflows and strengthen controls, and carry improvements from initial diagnosis through implementation and adoption.
  • Assist in developing and scaling automation, data, and artificial intelligence solutions to improve efficiency, decision-making, and operational effectiveness.
  • Prepare concise, executive-ready presentations, investment materials, management reporting, and governance updates for senior leaders and other stakeholders.
  • Take ownership of a broad range of assignments and work hands-on with financial information, data, systems, processes, and documentation as team priorities evolve.

Desired Qualifications

  • Experience in process improvement, automation, and deploying tools to improve workflows while maintaining strong controls and risk awareness.

About the Company

Bank of America

Runs a US consumer bank, brokerage and investment bank

Bank of America runs one of the largest US banks, serving consumers, small businesses, wealthy families, corporations and institutional investors. Alongside checking accounts, credit cards, mortgages and business loans, it owns the Merrill brokerage, a private bank for wealthy clients and a global investment bank that advises on deals and trades stocks and bonds. Customers reach it through thousands of branches and ATMs and its mobile banking app. It earns money mainly from the gap between what it charges on loans and pays on deposits, plus fees from advice, asset management, deal work and trading. It grew from a San Francisco bank founded in 1904 and is headquartered in Charlotte, North Carolina.

Company size
10,001+
Company stage
IPO
Headquarters
Charlotte, NC
Founded
1904

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