Bank of America

Financial Planning and Analysis

• 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 may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
• 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.

Financial Solutions Advisor

• Analyzes client's financial performance by comparing it to past performance, projections, and industry standards
• Reviews financial statements, assesses the client's compliance with financial covenants, and renews risk ratings, while recommending changes as warranted
• Assists in the underwriting, credit risk analysis, negotiation, and closing of new transactions or existing transactions, while adhering to all relevant policies and procedures
• Evaluates transaction and relationship risk-adjusted profitability to facilitate the allocation of capital
• Builds projection models for the client (as needed) based on historical performance, industry forecasts, and other due diligence findings
• Analyzes client financial information to assess creditworthiness, identify and mitigate risks, evaluate collateral, and ensure compliance with regulatory requirements and internal credit policies
• Performs ongoing monitoring activities, including analysis of client financial performance and collateral positions, to proactively identify risks and trends
• Supports loan structuring and execution by participating in discussions and assisting with the preparation and completion of loan documentation
• Reviews client requests and credit submissions to ensure accuracy, completeness, and adherence to credit policies and procedures
• Participates in client meetings and portfolio reviews to deepen understanding of the client’s business, management team, and performance, while supporting internal and regulatory use of credit data

Credit Analyst II – Asset Based Finance

• Providing comprehensive advice and customized solutions to clients
• Triage client leads and make referrals to business partners
• Meet with clients to review financial and investment goals
• Build financial plans and recommend brokerage products

• Providing comprehensive advice and customized solutions to clients
• Triaging client leads and making referrals to business partners
• Meeting with clients to review financial and investment goals
• Building a financial plan and recommending brokerage products
• Applying and expanding knowledge by completing required licenses and trainings

• Evaluates Lines of Business (LOB) financial performances and assists with decision making by synthesizing key trends, assessing current and future business risks, and preparing, analyzing, and reporting on financial results and key metrics
• Develops financial management reports, presentations, and ad hoc analyses for LOBs and/or finance partners
• Creates forecasts and budgets by comparing current performance against plan, prior periods, prior forecasts, and budgets and evaluating current and future performance trajectory
• Supports reporting and analysis for key constituents and management, which may include Board of Directors, Investor Relations, and/or various regulatory agencies
• Collaborates with teams across the Finance division to ensure integrity of the financials, sound controls, and efficient and effective procedures
• Supports new and ongoing projects and strategic initiatives by creating processes to automate key reporting capabilities and delivering on process improvements and simplifications to enable increased focus on strategic priorities
• Lead financial analysis for Card Product initiatives, including analyzing forecasting and actual profitability, and portfolio performance evaluation and commentary.
• Develop and maintain financial models to support decision making for Card Product initiatives.
• Collaborate with cross-functional teams, including: Finance, Consumer Product, Technology, Credit Risk, Model Risk Management and others, to ensure the alignment of financial goals and tools with business strategies.
• Utilize multiple tools including Alteryx, Tableau, SAS and SQL to analyze data and provide insights on project performance and financial health.
• Prepare reports and presentations for senior management, clearly communicating financial insights and recommendations.

Senior Finance Analyst – Business Support, Card & Small Business Lending, Valuation, Analytics, Reporting

• 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.
• 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.

• Develops the group’s investment strategy through the development of portfolio analysis
• Develops extensive expertise in a wide range of investment product areas
• Delivers a full range of investment products and services from across the enterprise
• Develops extensive expertise in a wide range of investment product areas
• Prepares and presents client performance review reports
• Partners with internal specialists to deliver holistic investment solutions

Private Wealth Investment Management Specialist

Security Analyst

• Responsible for providing AWS and Azure Cloud event monitoring, dispositioning of cases and escalation to designated control partners
• Update documentation as new changes occur in the environment or tooling
• Tune existing alerts to remove false positives
• Understanding and articulating current threats against cloud environments including AWS, Azure, and GCP
• Monitoring for suspicious AI utilization and jailbreak attempts
• Utilize Splunk and Log Analytics for viewing cloud logs related to AWS and Azure cloud environments
• Triage and report critical cloud vulnerabilities
• Good awareness of information security operations and/or enterprise information technology (Enterprise data management, application development, network management)

Cloud Security Analyst

Solutions Engineer

• Defining an architectural vision and solution that supports the strategic outcomes of the Business' Products and Services
• Defining the target operating environment
• Designing for client resiliency
• Assisting with solution design
• Defining non-functional requirements
• Working with stakeholders and service providers aligned to the Business' strategic objectives
• Evaluating the impact of strategic design decisions
• Contributing to the architecture roadmap
• Leading the end-to-end architecture and design of foundational platform capabilities
• Governing the API Gateway platform
• Architecting a patch and repave solution for compute infrastructure
• Establishing immutable container and VM patterns
• Delivering a metadata store and infrastructure console to provide operational, cost, and compliance transparency to customers

Senior Solution Architect

Full-stack Engineer

• Codes solutions and unit test to deliver a requirement/story per the defined acceptance criteria and compliance requirements
• Designs, develops, and modifies architecture components, application interfaces, and solution enablers while ensuring principal architecture integrity is maintained
• Mentors other software engineers and coach team on Continuous Integration and Continuous Development (CI-CD) practices and automating tool stack
• Executes story refinement, definition of requirements, and estimating work necessary to realize a story through the delivery lifecycle
• Performs spike/proof of concept as necessary to mitigate risk or implement new ideas
• Automates manual release activities
• Designs, develops, and maintains automated test suites (integration, regression, performance)
• Support multiple platforms and line of business for data science and GenAI use cases.
• Utilizes multiple architectural components (across data, application, business) in design and development of client requirements.
• Participates in estimating work necessary to realize a story/requirement through the delivery lifecycle.
• Manage multiple priorities, and simultaneously engage with multiple teams.
• Be vocal and actively participate in all session with business stakeholders and agile teams.
• Collaborate with product teams, data analysts and data scientists to design and build solutions

Software Engineer III – Gen AI Inferencing

• Codes solutions and unit test to deliver a requirement/story per the defined acceptance criteria and compliance requirements
• Designs, develops, and modifies architecture components, application interfaces, and solution enablers while ensuring principal architecture integrity is maintained
• Mentors other software engineers and coach team on Continuous Integration and Continuous Development (CI-CD) practices and automating tool stack
• Executes story refinement, definition of requirements, and estimating work necessary to realize a story through the delivery lifecycle
• Performs spike/proof of concept as necessary to mitigate risk or implement new ideas
• Automates manual release activities
• Designs, develops, and maintains automated test suites (integration, regression, performance)
• Utilizes multiple architectural components (across data, application, business) in design and development of client requirements
• Manage multiple priorities, and simultaneously engage with multiple teams.
• Participates in estimating work necessary to realize a story/requirement through the delivery lifecycle.
• Be vocal and actively participate in all session with business stakeholders and agile teams.
• Collaborate with product teams, data analysts and data scientists to design and build solutions.

Account Executive

• Lead, mentor and develop a team of trade finance professionals
• Leverage Salesforce to measure pipeline and performance against goals
• Partner with internal stakeholders on deals
• Represent the organization in client meetings and industry forums
• Communicate strategies, opportunities and risk to management and stakeholders
• Proactively originate new trade finance opportunities
• Build and maintain senior-level client relationships
• Identify market opportunities and develop strategies to grow market share
• Structure complex transactions tailored to client needs
• Ensure compliance with policies and regulatory requirements
• Focus on revenue realization through end-to-end deal lifecycle management

Treasury Product Sales Executive – Head of North America Trade Specialized Product Sales

Infrastructure Engineer

• Provides consulting services on a range of technologies and assists Technical Analysts and Infrastructure Engineers to ensure that technology solutions comply with enterprise system design and engineering standards
• Assists with translating business requirements into technical definitions, reference models, blueprints, and playbooks for deployment in compliance with architecture standards and policies
• Assists in the evaluation of reference models, blueprints and playbooks to ensure they are fit for purpose
• Develops software solutions to address manual and repeatable work or inefficient processes
• Conducts on-site evaluations of third-party products being considered for firm adoption
• Promotes an inclusive and healthy working environment and helps to resolve organizational impediments/blockers
• Contributes to the creation/selection of functional and non-functional product evaluation requirements within and across domains
• Leads and/or participates in the design, development, and implementation of complex system engineering activities involving cross-functional technical support, systems programming and data center capabilities.
• Provide Operating System technical and break/fix level support.

Infrastructure Engineer II – SAP

Designer

• analyzing processes, documenting business case opportunities
• implementing process improvement/transformation initiatives
• executing on change initiatives
• leading day-to-day workstream process design

Process Design Consultant II

• Provide comprehensive advice and customized solutions to clients
• Triage client leads and make referrals to business partners
• Build financial plans and recommend brokerage products