Vice President, Mergers & Acquisitions, Investment Banking
Wells Fargo
Vice President, Global Strategic & Sustainable Investments
Bank of America
full-time
Posted on:
Location Type: Office
Location: New York City • New York, North Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $97,000 - $202,000 per year
Job Level
Lead
About the role
- Lead due diligence, financial analysis, and legal documentation for new investments.
- Actively review and manage existing portfolio positions to maximize value.
- Conduct deep dives into companies, sectors, and emerging trends to inform investment theses and portfolio strategy.
- Build and maintain relationships with internal partners across lines of business and support functions, as well as external stakeholders including management teams, co-investors, and fund managers.
- Develop and deliver high-impact presentations for senior leadership, including investment memos, portfolio reviews, and strategic updates.
- Lead development initiatives for the portfolio, bringing the entire ecosystem of Bank of America to our portfolio and our private funds’ portfolio companies.
- Mentor GSSI analysts and associates to contribute to a collaborative, high-performance culture.
Requirements
- Minimum of 6 years industry experience in investment banking, capital markets, principal investments, equity research, strategic development, or management consulting; significant transaction experience is a plus
- Strong analytical and strategic thinking skills, with a structured approach to problem-solving
- Financial modeling and valuation skills, with ability to deconstruct a company’s financials and analyze / forecast a company’s operations
- High level of initiative and accountability with strong ability to multi-task / prioritize multiple projects
- Strong integrity, work ethic, and a team player
- Excellent communication and presentation skills with executive presence
- Knowledge of accounting principles and corporate finance a plus
Benefits
- This role is currently benefits eligible.
- 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial analysislegal documentationfinancial modelingvaluationproblem-solvingportfolio managementinvestment thesesstrategic developmentaccounting principlescorporate finance
Soft skills
analytical skillsstrategic thinkinginitiativeaccountabilitymulti-taskingprioritizationintegritywork ethicteam playercommunication skills
