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Job Description: Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. This job will be open and accepting applications for a minimum of seven days from the date it was posted. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: <ul> <li>Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions</li> <li>Recommends banking and investments strategies that align with client financial goals and needs</li> <li>Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds</li> <li>Mitigates and controls risk as part of daily activities</li> <li>Identifies and engages potential new clients through referrals or financial center clientele</li> <li>Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended</li> </ul> Required Qualifications: <ul> <li>Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.</li> <li>Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.</li> <li>Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Sets and accomplishes goals, achieving whatever you put your mind to.</li> <li>Builds and nurtures strong relationships.</li> <li>Collaborates effectively with others to get things done.</li> <li>Communicates effectively and confidently and is comfortable engaging all clients.</li> <li>Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.</li> <li>Likes to learn, adapts to new information and seeks the right solutions for clients.</li> <li>Efficiently manages your time and capacity.</li> <li>Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.</li> </ul> Desired Qualifications: <ul> <li>Strong computer skills with an ability to multitask in a demanding environment.</li> <li>At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).</li> </ul> <ul><li>Obtained your insurance licenses.</li></ul> Skills: <ul> <li>Account Management</li> <li>Advisory</li> <li>Client Experience Branding</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Client Solutions Advisory</li> <li>Issue Management</li> <li>Pipeline Management</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Policies, Procedures, and Guidelines</li> <li>Risk Management</li> <li>Written Communications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Financial Solutions Advisor Stage II - Consumer Investments - North Brooklyn Market

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Export &amp; Agency Finance (“EAF") Americas Structurer. This role is to serve as an Associate or Analyst within the BofA Export &amp; Agency Finance (“EAF”) team in New York. The focus will be on Americas deal origination and structuring utilizing the full suite of BofA partners at Export Credit Agencies, Multi-Lateral Agencies, and Development Finance Institutions to provide risk mitigation or funding for large scale CAPEX projects and investments. The global EAF team is organized in New York, London, Paris, Seoul and Singapore and are currently looking to expand to meet our clients’ business needs. The candidate will need to have strong marketing and structuring skills to drive origination and execution of new EAF opportunities. Responsibilities: Relationship management with the Americas based Agencies for global opportunities will also be a key responsibility. Key roles will include: <ul> <li>Originate, structure, syndicate, and execute EAF related transactions in the Americas region</li> <li>Help drive comprehensive strategy for Americas EAF and coordinate with global team to partner for cross-border deal structuring with the global BofA client base</li> <li>Travel within Region for deal origination and present innovative ideas for new financing opportunities</li> <li>Present new financing proposals for approvals to internal BofA senior management</li> <li>Coordinate with product partners to deliver joint pitches where appropriate (DCM, leasing, Markets, ABS, etc.</li> <li>Identify product gaps/opportunities and drive innovative solutions to deliver industry-leading solutions to the broader BofA client base</li> <li>Work closely with Corporate Banking, Wholesale Credit, Operations, Compliance, Legal, and Risk partners to drive profitable, responsible growth while enforcing risk discipline/awareness and product suitability</li> <li>In partnership with Marketing and Banking execs, increase visibility of the Bank’s EAF business by supporting execution of a comprehensive internal/external marketing campaign</li> <li>Work with Trade Distribution and DCM partners to syndicate new transactions. Prepare internal credit committee materials and pricing analysis</li> <li>Partner with Environmental and Social Governance group to identify priority transactions.</li> </ul> Required Qualifications: <ul> <li>Strong presentation and communication skills</li> <li>Cash flow modelling and pricing analysis preferred</li> <li>Ability to work cohesively with a broader team globally</li> <li>Basic orientation with EAF suite of products</li> <li>Relationship management skills to manage broader client base</li> </ul> Desired Qualifications: <ul> <li>Additional language skills a plus (Spanish or Portuguese notably)</li> <li>Strategic planning and management – ability to create and implement EAF origination initiatives</li> <li>Basic understanding of export and project finance</li> <li>Industry specific expertise</li> </ul> Required Educational Experience: BA degree or equivalent work experience Shift:1st shift (United States of America) Hours Per Week: 40

Export & Agency Finance Structurer

Job Description: The Corporate Access Logistics Team is responsible for executing and overseeing all administrative duties in support of the AMRS Corporate Access Product Managers. This is a critical role that will assist with the end to end coordination involved with all AMRS Corporate Access meetings and events. Corporate Access is part of the Global Research Department and interfaces with multiple constituencies within the firm, the investment community and our corporate clients by providing investor clients with access to management teams through non-deal roadshows, field trips, research conferences and strategic access events. Responsibilities <ul> <li>Create announcement flyers</li> <li>Create preliminary meeting schedules and itineraries, including pulling investor profiles</li> <li>Data Entry – add events to proprietary events tool (incl mgmt, client target list, late requests, etc.)</li> <li>Confirm meeting details/attendees post event to ensure data integrity</li> <li>Secure meeting locations including virtual locations (i.e. Zoom, WebEx)</li> <li>Arrange transportation details, including hotel and flight suggestions</li> <li>Coordinate food, if applicable</li> <li>Confirm names with security for internally hosted meetings</li> <li>Provide onsite event support, including launching virtual meetings</li> <li>Other administrative duties as requested by client coverage team and product management team</li> <li>Professionalism and comfort interfacing with clients on the phone and via email, in addition to communicating and interacting internally with all levels of business partners</li> </ul> Experience/Skills Required <ul> <li>2 Years Min Experience </li> <li>Strong attention to detail and organizational skills, ability to work effectively under pressure and time constraints</li> <li>Proficient in MS Office (Work, Excel and PowerPoint) and a willingness to learn new systems and technologies</li> <li>Excellent verbal and written communication skills</li> <li>Professional work ethic</li> <li>Capability of working independently with little supervision, but also contribute to a team-based atmosphere</li> <li>Demonstrated ability to multi-task</li> <li>Self-starter personality with proven ability to research and resolve issues</li> <li>Experience with Concur System preferred</li> <li>Previous experience working in administrative capacity required</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Corporate Access Coordinator

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for leading and executing the second line of defense compliance and operational risk oversight for a Front Line Unit for Global Rates, Global FX and Futures Execution/Clearing businesses reporting to the head of Global Markets Compliance and Operational Risk. Key responsibilities include leading a compliance and operational risk team and ensuring requirements of the Global Compliance Enterprise Policy, the Operational Risk Management Enterprise Policy (collectively “the Policies”), the Compliance and Operational Risk Management Program and Standard Operating Procedures are implemented and the team is identifying, challenging, escalating, and mitigating risks in a timely manner. Responsibilities: <ul> <li>Oversees the assessment of risks, associated controls and their effectiveness, while driving compliance with applicable laws, rules, and regulations and adhering to policies</li> <li>Oversees engagement in activities which provide independent compliance and operational risk oversight of Front Line Unit or Control Function performance and any related third party/vendor relationships in alignment with the Global Compliance - Enterprise Policy, the Operational Risk Management - Enterprise Policy (collectively the Policies) and the Compliance and Operational Risk Management Program and Standard Operating Procedures</li> <li>Oversees identification and escalation of problems or issues that arise and drives actions to address the root causes that lead to compliance risk issues and/or operational risk losses</li> <li>Oversees and manages inventory of risks and associated metrics for risk appetite and limits, reporting violations of compliance or regulatory activities</li> <li>Manages the development of independent risk management reporting for respective area(s) of coverage for inputs into management routines which could include country/regional governance</li> <li>Oversees monitoring of the regulatory environment to identify regulatory changes applicable to area(s) of coverage</li> </ul> Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. <ul> <li>Diversity &amp; Inclusion Champion: Breaks down barriers to create a more inclusive environment that supports company O&amp;I goals.</li> <li>Manager of Process &amp; Data: Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations.</li> <li>Enterprise Advocate &amp; Communicator: Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success.</li> <li>Risk Manager: Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization.</li> <li>People Manager &amp; Coach: Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance.</li> <li>Financial Steward: Efficiently allocates and manages resources across the organization to drive short and long term profitability.</li> <li>Enterprise Talent Leader: Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs.</li> <li>Driver of Business Outcomes: Mobilizes organizational resources to deliver the full range of the bank’s capabilities to meet client needs and to gain competitive advantage.</li> </ul> Skills: <ul> <li>Advisory</li> <li>Decision Making</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Regulatory Compliance</li> <li>Risk Management</li> <li>Executive Presence</li> <li>Issue Management</li> <li>Policies, Procedures, and Guidelines Management</li> <li>Prioritization</li> <li>Written Communications</li> <li>Business Acumen</li> <li>Business Process Analysis</li> <li>Critical Thinking</li> <li>Negotiation</li> <li>Resource Management</li> </ul> Required Qualifications: <ul> <li>Minimum Years of Business &amp; Functional Experience: 15 years</li> <li>Degree Required: Bachelor’s Degree</li> </ul> Desired Qualifications: <ul> <li>Additional Technical/Functional Experience (e.g. Industry type): Financial Services or similarly regulated sector</li> <li>Regulatory examination/registration or certifications</li> <li>Interpret Relevant Laws, Rules, and Regulations specific to Global Rates, Global FX and Futures Execution/Clearing Businesses including Primary Dealer and Futures regulations</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Compliance and Operational Risk Executive

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology. This position is a critical part of the Global Revenue Management team, playing a vital role in the support of the deal pricing and portfolio pricing functions. Responsibilities include, but are not limited to, the following: • Collaborate closely with business partners such as Sales, Product Management, Technology, Operations &amp; Service to identify opportunities to improve operating margin and win business • Prioritize and execute activities to successfully deliver Revenue Management objectives • Improve portfolio transparency and competitive insights through advanced portfolio analyses, including industry research, trend identification, benchmarking, and cross-sell proliferation • Leverage competitive intelligence to improve pricing strategies, simplify product price structures, and grow market share • Support the delivery of special projects and investment initiatives, including the modernization of the pricing and billing ecosystem • Expand automation of critical tasks while strengthening business controls and identifying risks Associate and Assistant Vice President candidates will be considered for this role. Required Skills: Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge • Bachelor degree required • Strategic thinker with the ability execute short term goals • Strong financial and analytical skills • Strong interpersonal and organizational skills • Ability to operate at both highly conceptual and at a very practical level • High level of energy and desire to make an impact <ul><li>Computer and system literacy, including the Microsoft Office Suite, with Alteryx, Tableau, Macros and SQL experience a plus</li></ul> Desired skills: • Experience in transaction banking or product management capacity • Knowledge of BofA GPS products, operations, technology and/or risk/compliance environment • Prior experience with portfolio or client pricing concepts Shift:1st shift (United States of America) Hours Per Week: 40

Treasury Product Associate

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: • Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging all clients. • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. • Likes to learn, adapts to new information and seeks the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment. • At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications **Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor - Consumer Investments - South Shore Market

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: • Executes the bank's risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations • Grows business knowledge and network by partnering with experts in small business, lending, and investments • Manages financial center traffic, appointments, and outbound calls effectively • Drives the client experience • Manages cash responsibilities Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. • Is confident in identifying solutions for new and existing clients based on their needs. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). • Applies strong critical thinking and problem-solving skills to meet clients’ needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Efficiently manages time and capacity. • Focuses on results, while acting in the best interest of the client. • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • Experience in financial services and knowledge of financial services industry, products and solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six months of cash handling experience. • Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​ Skills: • Adaptability • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - Freeport Financial Center *Bilingual Spanish Required

Job Description: This person will be assisting senior CMBS and cross-sector strategists. The successful candidate must be able to thrive in a fast-paced work environment with a particular focus on attention to detail while handling multiple projects simultaneously. Among other responsibilities, the role will include maintaining, updating and analyzing data across many of the securitized products sectors. Analyst will also be responsible for helping internal and external clients with data or other ad-hoc requests and working with senior members of the team to create/update presentations and assist with written research. Good communication and data management skills are a must, as the role involves both internal and external client interactions where market strategy ideas are presented. In addition to the items listed above, the strategist will also help guide projects between mortgage technology, trading, and other partner groups Tasks: <ul> <li>Assist with creation and publication of research reports and presentations covering cross-sector strategy, commercial real estate and CMBS markets</li> <li>Interact with internal and external clients to articulate the team’s views and respond to client requests</li> <li>Support the trading desk(s) with analysis of particular bonds or asset classes as requested</li> <li>Support the sales force by helping facilitate data requests and analysis</li> <li>Follow market news and current events and have the ability to integrate into published work</li> <li>Use databases to store, manipulate and report on large amounts of data.</li> <li>Knowledge of Intex, Intexcalc, Bloomberg, Python, SQL, Relational Databases, Excel</li> </ul> Qualifications <ul> <li>Bachelor’s degree required (Computer Science, Engineering, Statistics, Economics, or Finance background a plus)</li> <li>Prior experience in structured finance or commercial real estate a strong plus</li> <li>Excellent written and verbal communication skills</li> <li>Good data management skills and the ability to work with large, complex spreadsheets</li> <li>Strong work ethic and focus on attention to detail; exercise strong quality control over own work.</li> <li>SQL/Database, Excel/VBA/Python skills, or prior experience with similar data processing languages highly preferred</li> <li>Excel in a fast paced environment while handling multiple projects simultaneously</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Analyst/Associate, CMBS/Cross Sector Research Strategist

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Job Description The Chief Investment Office (CIO) is the centralized resource to access the latest insights and solutions across the enterprise. The CIO helps Advisors establish a disciplined investment process and offer goals-based strategies that are grounded in the best thinking of the Firm. The Chief Investment Office provides thought leadership on wealth management, investment strategy and global markets and delivering strategic and tactical investment advice and in-depth guidance on portfolio strategies. The team delivers portfolio management solutions by developing and maintaining robust frameworks, services and tools to deliver goals-based wealth management (e.g., asset allocation and portfolio construction; all asset classes), and managing discretionary single asset and multi asset portfolios. The CIO Due Diligence team includes investment manager research, sourcing, and selection utilizing a strong investment governance process including the ongoing monitoring of traditional and alternative strategies. The Private Market Due Diligence Analyst leads the investment due-diligence process from start to finish on new funds added to the platform, which includes sourcing and analyzing investments, monitoring existing fund investments, writing detailed investment memos and commentaries, presenting findings to committees and working on team projects. The ideal candidate will possess: <ul> <li>Strong General Partner (GP) network to source high quality fund investments.</li> <li>Strong understanding and experience investing in illiquid private market strategies including Buyout, Venture Capital, Real-Estate, Infrastructure and Private Credit. </li> <li>Company specific modelling and valuation skills necessary to assess underlying private company investments.</li> <li>Strong analytical skills and the ability to synthesize information through both a quantitative and qualitative lens.</li> <li>Job requires strong written and communication skills in order to present findings to committees, advisors and clients in a clear and articulate way.</li> <li>Strong presentation skills are a plus.</li> <li>Must be comfortable dealing with senior executives at private market firms.</li> <li>Team player comfortable working across Investment Solutions Group (ISG) and Business lines</li> <li>Travel (approximately 25%is involved to meet fund managers and attend annual meetings.</li> </ul> Qualifications/Desired Skills: <ul> <li>Master’s degree preferred. Advanced designation (CFA, CAIA, CPA) preferred.</li> <li>Minimum of 7+ years of investment experience with a strong focus on private market investments, ideally in private credit, Buyout, Venture Capital, Real-Estate, or Infrastructure. </li> <li>Additional skills include proficiency with Excel, Thompson One, Preqin and Cambridge data for modeling purposes.</li> <li>Series 7 and 66 licenses or ability to obtain within 120 days of hire required</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Attention to Detail</li> <li>Causation Analysis</li> <li>Presentation Skills</li> <li>Research</li> <li>Critical Thinking</li> <li>Oral Communications</li> <li>Written Communications</li> <li>Active Listening</li> <li>Data Quality Management</li> <li>Trading and Investment Analysis</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Private Markets Due Diligence Analyst

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We’ll help you: <ul> <li>Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.</li> <li>Get training and one-on-one coaching from Academy managers who are invested in your success.</li> <li>Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.</li> <li>Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role.</li> <li>Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.</li> <li>Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.</li> <li>Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.</li> <li>As a Financial Solutions Advisor Stage I, you can look forward to</li> <li>Unlimited potential for financial growth.</li> <li>A strong referral base from across the business through our relationship with one in every two households.</li> <li>Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.</li> <li>Robust marketing support to reach wider audiences with greater appeal.</li> <li>Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.</li> <li>Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.</li> <li>We’re a culture that</li> <li>Believes in responsible growth and has a proven dedication to supporting the communities we serve.</li> <li>Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.</li> <li>Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.</li> <li>Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.</li> </ul> Required skills <ul> <li>Sets and accomplishes goals, achieving whatever you put your mind to.</li> <li>Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.</li> <li>Communicates clearly and confidently with clients from all walks of life.</li> <li>Works well with others and collaborates productively to get things done.</li> <li>Can manage complexity, prioritize tasks and execute in a fast-paced environment.</li> <li>Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.</li> <li>Efficiently manages your time and capacity.</li> <li>Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.</li> <li>Spanish Speaking Required</li> </ul> Desired skills <ul> <li>Strong computer skills with an ability to multitask in a demanding environment.</li> <li>A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - South Huntington Financial Center, NY (Bi-Lingual Spanish Required)

269 Jobs in East Hampton North, NY 11937, USA