Global Strategic & Sustainable Investments - Global Principal Investment Analyst

Job Description:

Global Strategic & Sustainable Investments (“GSSI”) is Bank of America’s central equity investment platform, responsible for deploying and managing capital in equity investments that align with the bank’s strategic priorities and sustainability commitments. GSSI is comprised of over 30 investment professionals managing a global portfolio of 300+ investments, including direct equity stakes and limited partner interests in private funds.

The Analyst will support the full range of activities across GSSI, including evaluating investment opportunities, managing and monitoring the existing portfolio, developing reporting and analytics, and identifying opportunities to streamline processes through automation, data tools and AI. The role offers exposure to a broad range of industries, investment structures, and strategic initiatives across the bank.

 

The role is designed for an intellectually curious and highly motivated individual who enjoys solving complex problems, learning unfamiliar industries and finding practical ways to improve how work gets done.

 

GSSI’s primary offices are in New York City and Charlotte, and the Analyst can be based in either location.

 

Analyst Job Responsibilities

• Supports evaluation and ongoing management of strategic and sustainable investments, including financial modeling, business and industry analysis, strategic assessment, risk evaluation, and transaction execution.

• Supports ongoing portfolio management activities including performance monitoring, governance processes, risk identification, and maintenance of investment records and documentation.

• Builds and maintains reporting, dashboards, and analytical tools that provide insights into portfolio performance and investment activity to support governance oversight and business management.

• Proactively identifies opportunities to simplify workflows, strengthen controls, and carries improvements from initial diagnosis through implementation and adoption.

• Assists in developing and scaling automation, data, and AI solutions to improve efficiency, decision-making, and operational effectiveness.

• Prepares concise, executive-ready presentations, investment materials, management reporting and governance updates for senior leaders and other stakeholders.

• Takes ownership of a broad range of assignments and is willing to work hands-on with financial information, data, systems, processes and documentation as team priorities evolve.

 

Requirements / Qualifications: 

• Minimum of 2 years of experience in a role requiring rigorous quantitative and qualitative analysis, including 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. Comfortable operating with limited structure, defining problems, and developing practical solutions.
• Intellectual curiosity, attention to detail and a willingness to learn new businesses, industries, technologies, and processes.
• Strong analytical and problem-solving skills, with the ability to work with large or imperfect data sets, identify actionable insights, and develop 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 the ability to produce accurate, clear and executive-ready analysis and materials.
• Experience in process improvement, automation, and deployment of tools to improve workflows while maintaining strong controls and risk awareness is preferred.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Pay and benefits information

Pay range

$110,000.00 - $195,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.