Global Strategic & Sustainable Investments - Global Principal Investment Analyst

Bank of America • Charlotte, NY

27d • $110,000 - $195,000

About The Position

Global Strategic & Sustainable Investments (GSSI) is Bank of America’s central equity investment platform. It deploys and manages capital in equity investments aligned with the bank’s strategic priorities and sustainability commitments. GSSI comprises more than 30 investment professionals managing a global portfolio of 300+ investments, including direct equity stakes and limited partner interests in private funds.

The Analyst supports GSSI’s activities across investment evaluation, portfolio management and monitoring, reporting and analytics, and process improvement through automation, data tools and AI. The role provides exposure to a broad range of industries, investment structures and strategic initiatives across the bank. It is intended for an intellectually curious, highly motivated person who enjoys solving complex problems, learning unfamiliar industries and finding practical ways to improve work. The role may be based in New York City or Charlotte.

The position is a 40-hour-per-week, first-shift role. The listed pay range is $110,000 to $195,000 annualized, with offers determined by experience, education and skill set. The role is eligible for an annual discretionary incentive plan and benefits, including paid time off.

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 and ownership, with the 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 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 ability to produce accurate, clear and executive-ready analysis and materials.

Nice To Haves

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

Responsibilities

• Support evaluation and ongoing management of strategic and sustainable investments through financial modeling, business and industry analysis, strategic assessment, risk evaluation and transaction execution.
• Support portfolio management, 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 diagnosis through implementation and adoption.
• Assist in developing and scaling automation, data and AI solutions to improve efficiency, decision-making and operational effectiveness.
• Prepare concise, executive-ready presentations, investment materials, management reports 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.

Benefits

• Eligible for an annual discretionary incentive award based on individual performance and behaviors, line-of-business and/or group performance and contributions, and the overall success of the Company.
• Benefits eligibility.
• Paid time off.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed