Jobs at Bank of America

Supports alternative investment sales across a designated territory by coordinating wholesalers, specialists, advisors, clients, meetings, events, and roadshows. Serves as a subject-matter expert on alternative investment strategies, portfolio construction, implementation, fund updates, and platform solutions. Builds advisor relationships, manages inquiries, supports client experiences, and expands adoption of alternative investment products through presentations, education, and proactive prospecting.

Owns territory growth for investment advisory assets by partnering with Financial Advisors and market leadership. Responsibilities include identifying growth opportunities, converting brokerage assets to advisory relationships, acquiring new assets, expanding wallet share, coaching advisors, leading pipeline reviews, supporting client meetings and events, and tracking performance. Requires strong investment knowledge, consultative sales ability, relationship-building skills, CRM and reporting platform proficiency, regular territory travel, and securities licenses.

Develop and maintain Python-based quantitative platforms for commodities investible indices. Build indices, systematic strategies, backtesting capabilities, analytics, data pipelines, controls, and monitoring tools. Support the commodities trading desk by resolving production and data issues while improving platform reliability, performance, testing, and maintainability. Collaborate closely with trading, structuring, sales, and technology teams in a fast-paced, business-facing environment.

Conduct complex financial modeling and valuation, write industry and company reports and initiations, support IPO vettings and analyst days, develop research databases, build industry contacts, attend client meetings and events, follow market and company activity, and collaborate with senior analysts to develop key industry themes.

Executes second-line compliance and operational risk oversight for CFO Capital activities across U.S. and EMEA entities. Reviews market risk capital calculations, governance, controls, data quality, regulatory reporting, and related processes. Identifies and escalates risks, challenges control effectiveness, monitors regulatory changes, supports audits and regulatory inquiries, maintains regulatory inventories, and develops risk management reporting.

Provides client service and operational support to multiple Financial Advisors and their clients. Responsibilities include addressing service needs, preparing accurate client materials, following bank policies, managing risk, educating clients on banking and investment offerings, identifying relationship-deepening opportunities, and supporting daily team activities. The role requires strong communication, organization, judgment, adaptability, and client focus, with preferred securities licenses and experience using Microsoft Office and Salesforce.

Supports leveraged acquisition finance underwriting, monitoring, and transaction execution. Analyzes client financials, projections, industry data, collateral, covenants, and regulatory requirements; evaluates creditworthiness and risk-adjusted profitability; builds LBO and DCF models; conducts due diligence; supports portfolio reviews; and prepares transaction analyses for live deals and private credit investments.

Manage treasury solution sales for insurance and specialty finance clients, driving revenue, product penetration, portfolio growth, pricing, profitability, and relationship development. Lead client presentations, proposals, negotiations, and strategic discussions involving payments, liquidity management, FX, and commercial cards. Partner with bankers, product specialists, servicing, and implementation teams to deliver customized solutions. Coach Treasury Analysts and support digital payments adoption while maintaining client satisfaction and managing risk.

Provides client service and operational support to multiple Financial Advisors and their clients. Responsibilities include educating clients on banking offerings, preparing accurate materials, fulfilling requests, maintaining client relationships, supporting policy compliance and risk management, identifying business development opportunities, and assisting with daily team operations. The role requires strong communication, organization, judgment, adaptability, and client focus in an in-office wealth management environment.

Leads quantitative analytics for consumer and small business products by sourcing and transforming data, developing metrics, evaluating customer and product performance, and generating actionable recommendations. Partners with product, marketing, technology, governance, and data teams to define analytical frameworks, monitor KPIs, validate outputs, and communicate insights through visualizations and data storytelling. Supports complex initiatives, prioritization, documentation, and team capability development.

Analyze large, complex client and channel datasets to identify behavioral patterns, segments, journeys, and opportunities across banking touchpoints. Apply statistical and quantitative techniques, build reusable analytical assets, and translate findings into executive-ready narratives and actionable recommendations. Partner with business, strategy, technology, risk, and analytics teams to improve client experiences and business outcomes while maintaining data, privacy, and quality standards.

Provides client service and operational support to multiple Financial Advisors, serving as a primary contact for wealth management clients. Responsibilities include educating clients on banking offerings, preparing accurate materials, fulfilling requests, maintaining relationships, identifying business opportunities and referrals, supporting policy compliance, and assisting with daily team activities. The role requires strong communication, organization, client focus, discretion, and proficiency with Microsoft Office and Salesforce.

Manages credit administration, monitoring, underwriting, risk reviews, and portfolio analysis for tax equity, debt project finance, and structured infrastructure transactions. Reviews project and financial performance, prepares status reviews and risk ratings, evaluates amendments and waivers, supports funding execution, and coordinates with relationship management, risk, legal, engineering, and modeling teams. The role also engages clients and counterparties on transaction performance, documentation, and credit issues.

Conduct quantitative counterparty credit risk analysis for Global Markets, including stress testing, concentration limit management, portfolio reviews, risk analytics, model performance challenges, regulatory exams, and management reporting. Partner with credit officers, enterprise credit risk, and sales and trading teams on limit calibration, trade approvals, and risk governance across derivatives and financing transactions.

Manages independent oversight of market risks across XVA and counterparty portfolio management. Analyzes portfolio exposures, risk metrics, market developments, stress tests, and scenario analyses; monitors limits and escalates exceptions. Produces senior-management reporting, supports new product reviews and regulatory requests, and partners with Trading, Finance, Quantitative Analytics, and Technology teams to improve risk analytics and infrastructure.

Advises clients on financial goals by developing plans, recommending investment and banking products, managing referrals, identifying prospective clients, and coordinating with internal partners. The role requires Series 7 and Series 66 or equivalent licenses, SAFE Act registration, investment and financial-services experience, regulatory diligence, relationship management, and sales performance. The position works Monday through Friday with rotating Saturdays and is eligible for incentive compensation.

Trains candidates to obtain SIE, Series 7, and Series 66 licenses, develop client relationships, assess financial needs, and recommend banking and investment solutions. Advisors provide comprehensive financial guidance, conduct client reviews, build portfolios, manage referrals, and collaborate with banking and Merrill partners. The role requires in-office work Monday through Friday, with rotating Saturdays, and includes SAFE Act registration.

Leads the development, review, and distribution of financial crime threat intelligence products, executive briefings, risk assessments, and analytical reports. Partners with business units, compliance, regulators, law enforcement, and external stakeholders to support information sharing and risk mitigation. Establishes quality standards, ensures analytical rigor, challenges risk conclusions, and communicates emerging financial crime threats to senior leadership, governance forums, and board audiences.

Leads enterprise-wide identification, assessment, and mitigation of emerging financial crime threats and typologies. Advises senior executives, directs relationships with regulators and law enforcement, translates intelligence into risk assessments, strengthens financial crime controls, oversees governance and remediation, and communicates significant risks across the organization.

Analyze digital payments products through competitive intelligence, financial modeling, KPI reporting, dashboards, and market analysis. Build executive-ready insights and business cases supporting product strategy and investment decisions. Translate business needs into requirements and controls, coordinate with Product, Operations, Technology, Sales, and Risk teams, and maintain audit-ready documentation. Monitor operational and financial risk, investigate variances, support planning and presentations, and develop internal and client-facing product materials.