Assistant Vice President Corp Inv Portfolio Analyst jobs at Bank Of America in United States, New York

This job is responsible for supporting project or testing activities in an operation department or Line of Business, researching and documenting organizational reviews, and conducting workflow analysis, data preparation, and triggering. Key responsibilities include pulling testing output and comparing to templates/requirements, opening defects, updating statuses, and analyzing data. Job expectations include resolving complex problems based on business knowledge and defined project guidelines, executing test scripts, and partnering with Development teams to resolve defects.

Responsibilities:

• Supports the Testing team in gaining an understanding of changes being executed, writing and executing scripts, completing data preparation, and conditioning and triggering events
• Leads the resolution of defects, providing necessary documentation, and communicating with Development resources and project stakeholders on resolution and retest statuses
• Coordinates with the business to execute on defined project tasks, including tracking of deliverables and their statuses, measuring progress against ongoing success measures, and escalating roadblocks in a timely manner
• Analyzes current state processes, operations, procedures, and workflows and discovers pain points to develop approaches for potential solutions, including building a business case for improvement recommendations and driving the execution of implementation
• Manages and administers key activities to support medium to large projects, such as coordination of change related activities, reporting, and testing
• Communicates at all levels with business owners, stakeholders, and subject matter experts on all matters related to projects, such as the project plan, risks, issues, scope, assumptions, gap analysis, business requirements, and development of test plans and scripts

Skills:

• Attention to Detail
• Written Communications
• Active Listening
• Collaboration
• Oral Communications
• Prioritization
• Problem Solving
• Critical Thinking
• Risk Management

High School Diploma / GED / Secondary School or equivalent

LOB Description:

Provides technical and analytical support in Global Operations function for one or more product areas. Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve. May participate in projects and/or introduction of new initiatives, systems, products/services and processes. As a technical expert, acts as a unit advisor providing technical support to less experienced associates. This role typically requires 3+ years' experience in operations functions and a thorough working knowledge of the operational aspects of transactions and products.

Required Skills:
* ​1 year of project management participation and/or User Acceptance Testing experience

Strong leadership skills
* Strong technical and analytical skills

An understanding of project management, technology, and ability to utilize that understanding to problem solve and recommend process improvements.
Strong oral and written communication skills

Ability to handle multiple tasks and deadlines simultaneously
* Ability to facilitate meetings and document next steps

Ability to communicate across all levels of the organization (written and verbal)
* Excellent organizational and interpersonal skills

Self-motivated with the ability to work independently

Ability to work effectively with Operations and Technology groups throughout the firm

Must be adaptable, independent leader capable of assessing business problems, project deliverables and interdependencies holistically, and managing and escalating issues/risks to key stakeholders and leadership in a timely fashion.
* Ability to work in a fast-paced environment where business needs/ priorities may change

Excellent time management skills and ability to juggle multiple competing priorities
* System development or Agile project management experience is an advantage
* Strong User Acceptance Testing (UAT) experience
* Microsoft Office Suite Proficiency* BS/BA​

Job Description:

Job Description:

This job is responsible for managing a financial center (FC) in collaboration with senior team members, supporting the operational excellence of the FC and ensuring that all aspects run effectively and cohesively. Key responsibilities include overseeing of functions such as the smooth and efficient functioning of the teller line, day-to-day policy and procedure adherence, and improvement of financial center performance. Job expectations include ensuring that directives are implemented and taking up leadership responsibility for the financial center when teammates are absent.

Responsibilities:
• Manages client traffic, engaging and appropriately routing clients, and fosters client retention
• Manages business results through formalized management routines and coaching
• Creates a world class client experience environment
• Manages market-level initiatives prescribed by market leaders
• Drives operational excellence by engaging employees on business strategy
• Manages organizational priorities and effective execution

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 clients based on their needs and can resolve problems independently or bring in others as needed
• Communicates effectively and confidently and is comfortable engaging all clients
• Has the ability to learn and adapt to new information and technology platforms
• 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
• Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment
• Can interpret performance results, find opportunities to drive success and hold others accountable to results
• 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
• Experience in mortgage, retail and/or hospitality
• Experience working in an environment with individual and team goals where goals were routinely met or exceeded
• Bilingual skills

Skills:
• Customer Service Management
• Performance Management
• Coaching
• Customer and Client Focus
• Talent Development
• Risk Management
• Sales Performance Management
• Business Operations Management
• Recruiting
• Result Orientation
• Referral Management
• Leadership Development
• Inclusive Leadership
• Prioritization
• Problem Solving

High School Diploma / GED / Secondary School or equivalent

Responsibilities:

• Credit analysis: Participate in initial and ongoing due diligence of HFs. Perform quantitative and qualitative credit assessment, setting internal ratings and recommending credit limits
• Initial margin calculation: Determine initial margin (IM) and evaluate transactional risks associated with OTC and exchange traded derivatives, securities financing and structured trades
• Trade approval: Hold delegated approval authority to approve trading floor request (OTC derivatives) or to make recommendations to higher authority levels.
• Relationship management: Build strong working relationship with external HF clients, internal business partners including Sales, Structuring & Trading, Risk counterparts, Legal and Audit Function
• Risk monitoring: Undertake regular exposure analysis including internal stress testing and IM back testing. Monitoring of performance and AUM flow data received from HFs
• Trading documentation: Liaise with Legal and client in negotiating ISDA, CSA, GMRA etc.
• Portfolio reviews: Preparation of portfolio reports and reviews, including analysis of OTC and F&O exposures, any counterparties of concern and other pertinent risk issues.
• Candidate will be responsible for underwriting credit lines to support hedge fund client traded products.

Required Qualifications:

• 2+ years of prior hedge fund (Reg Fund or Financial Institution) risk management and/or hedge fund due diligence experience.
• Proficient with Microsoft Office.
• General knowledge of Hedge Funds, their strategies and financial derivatives.
• Candidate will have significant exposure to Global Markets personnel including Trading / Structuring / Sales, as well various support partners.
• Candidate must be comfortable working on transactions in a fast-paced capital markets/trading environment.
• Ability to thrive in a fast-paced environment, consistently meet deadlines, and demonstrate strong quantitative and analytical skills

Desired Qualifications:

• Bachelor's Degree
• Masters Degree
• CFA Charter Holder

Skills:

• Attention to Detail
• Client Management
• Decision Making
• Underwriting
• Credit Documentation Requirements
• Critical Thinking
• Portfolio Management
• Problem Solving
• Written Communications
• Financial Analysis
• Negotiation

High School Diploma / GED / Secondary School or equivalent

Responsibilities:

• Develop and maintain banking technology applications.
• Conduct structured analyses for technological solutions applicable to investment, commercial and consumer banking processes.
• Prepare presentation materials for meetings and coordinating team meetings.
• Demonstrate understanding of the product set and business processes used within the organization.
• Communicate and interact with internal clients on a regular basis.
• Provide technical excellence to design, develop and maintain state-of-the-art technology applications utilizing technologies such as Java/EB's, C++, NET, Python and Web services.
• Apply financial model knowledge from a Risk and Margin perspective to assess Market Risk and implement technical solutions for Risk Management, adhering to specifications provided by Risk Managers.
• Design and develop business applications for portfolio risk management using Python, NLTK, Pandas, SciPy, Scikit-Learn, and Bokeh.
• Utilize Python, Bitbucket, Jenkins, Artifactory, Jira, Java, and R to design and develop high-performance, multitasking applications for large client portfolios with strict processing time requirements.
• Develop web services for security pricing and validation using modern web technologies, including React, Node.js, JavaScript, OpenFin, Webpack, and frameworks of Django, Flask, WebSocket, and SQLAlchemy.
• Remote work may be permitted within a commutable distance from the worksite.

Required Skills & Experience:

• Bachelor's degree or equivalent in Engineering (any), Computer Science, Data Science, Computer Information Systems, Management Information Systems, or related: and
• 2 years of experience in the job offered or a related IT occupation.
• Must include 2 years of experience in each of the following:
• Applying financial model knowledge from a Risk and Margin perspective to assess Market Risk and implement technical solutions for Risk Management, adhering to specifications provided by Risk Managers;
• Designing and developing business applications for portfolio risk management using Python, NLTK, Pandas, SciPy, Scikit-Learn, and Bokeh;
• Utilizing Python, Bitbucket, Jenkins, Artifactory, Jira, Java, and R to design and develop high-performance, multitasking applications for large client portfolios with strict processing time requirements; and,
• Developing web services for security pricing and validation using modern web technologies, including React, Node.js, JavaScript, OpenFin, Webpack, and frameworks of Django, Flask, WebSocket, and SQLAlchemy.

If interested apply online ator email your resume toand reference the job title of the role and requisition number.

EMPLOYER:BofA Securities, Inc.

Responsibilities:

• Monitor and perform in-depth quantitative analysis on the bank’s risk model results and limitations with determined statistical metric or threshold, using various quantitative tools such as back testing, benchmarking, calibration monitoring, and sensitivity analysis.
• Build processes to support model monitoring routines, perform statistical model testing, analyze model test results, and perform risk assessment for model performance issues.
• Support the daily process around model monitoring process and maintenance, execution and exception analysis liaising with stakeholders to diagnose model performance issues.
• Work with the model development team to understand our model implementation and assess the impact of model limitations on our monitoring results.
• Pull together the overall holistic picture of model performance along with clear conclusions on overall accuracy and remediation areas as required.
• Drive incremental improvement to our model performance assessment toolset across all business areas through automation work, development of utilities, and enhancement of visualization tools, by utilizing programming skills in Python.
• Assist in the production and presentation of reporting packages and analysis.
• Communicate the results of analysis to all model stakeholders including risk management, model development, model risk, senior management governing committees and regulatory bodies.
• Develop model performance analytical toolset by utilizing programming skills in Python.
• Drive improvements to model performance assessment tool set across all business areas through data pipeline aggregation, automation work, development of utilities, and enhancement of visualization tools.
• Monitor complex financial models, and perform quantitative analysis to model results and limitations regularly with determined statistical metric or threshold.
• Perform in-depth statistical analysis on model performance using quantitative tools of benchmarking, calibration monitoring, and sensitivity analysis.
• Remote work may be permitted within a commutable distance from the worksite.

Required Skills & Experience:

• Master's degree or equivalent in Finance, Statistics, Mathematics, Financial Engineering, or related: and
• 2 years of experience in the job offered or a related Quantitative occupation.
• Must include 2 years of experience in each of the following:
• Developing model performance analytical toolset by utilizing programming skills in Python;
• Driving improvements to model performance assessment tool set across all business areas through data pipeline aggregation, automation work, development of utilities, and enhancement of visualization tools;
• Monitoring complex financial models, and performing quantitative analysis to model results and limitations regularly with determined statistical metric or threshold; and,
• Performing in-depth statistical analysis on model performance using quantitative tools of benchmarking, calibration monitoring, and sensitivity analysis.

If interested apply online ator email your resume toand reference the job title of the role and requisition number.

Responsibilities

• Support the origination and execution of investment banking transaction mandates for large-cap corporate clients in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings.

• Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution.

• Lead due diligence processes for investment banking transactions in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings.

• Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis, such as buy and sell-side M&A, including crossborder transactions, and capital markets processes, including debt and equity offerings.

• Oversee analysts and associates on client coverage, origination, and transaction execution teams.

• Draft and negotiate engagement letters, confidentiality agreements, and other documents related to investment banking transactions.

• Attend and oversee client meetings with prospective buyers in sell-side M&A processes, including management presentations and due diligence.

• Support internal transaction and capital commitment committee processes, such as Fairness Committee, Equity Commitment Committee, and Leveraged Finance Committee.

• Handling global bank/bulge bracket investment banking transactions.

• Execute investment banking transactions and processes in a global firm environment, including both M&A and capital markets products.

• Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis.

• Conduct due diligence in connection with investment banking transactions.

• Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution.

• Lead teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes.

• Remote work may be permitted within a commutable distance from the worksite.

Required Skills & Experience

• Master's degree or equivalent in Economics, Business Administration, Finance, or related: and

• 3 years of experience in the job offered or a related Finance occupation.

• Must include 3 years of experience in each of the following:

• Global bank/bulge bracket investment banking transactions;

• Executing investment banking transactions and processes in a global firm environment, including both M&A and capital markets products;

• Preparing financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis;

• Conducting due diligence in connection with investment banking transactions;

• Preparing materials for clients and participating in client meetings during the course of investment banking deal origination and execution; and,

• Leading teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes.

• In the alternative, the employer will accept a Bachelor's degree and 5 years of progressively responsible experience.

• 10% domestic travel required, as necessary.

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.

• Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.

• Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.

• Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.

• Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.

• People Manager & Coach: Knows and develops team members through coaching and feedback.

• Financial Steward: Manages expenses and demonstrates an owner’s mindset.

• Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.

• Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.

If interested apply online ator email your resume toand reference the job title of the role and requisition number.

BofA Securities, Inc.

This job is responsible for supporting project or testing activities in an operation department or Line of Business, researching and documenting organizational reviews, and conducting workflow analysis, data preparation, and triggering. Key responsibilities include pulling testing output and comparing to templates/requirements, opening defects, updating statuses, and analyzing data. Job expectations include resolving complex problems based on business knowledge and defined project guidelines, executing test scripts, and partnering with Development teams to resolve defects.

Responsibilities:

• Supports the Testing team in gaining an understanding of changes being executed, writing and executing scripts, completing data preparation, and conditioning and triggering events
• Leads the resolution of defects, providing necessary documentation, and communicating with Development resources and project stakeholders on resolution and retest statuses
• Coordinates with the business to execute on defined project tasks, including tracking of deliverables and their statuses, measuring progress against ongoing success measures, and escalating roadblocks in a timely manner
• Analyzes current state processes, operations, procedures, and workflows and discovers pain points to develop approaches for potential solutions, including building a business case for improvement recommendations and driving the execution of implementation
• Manages and administers key activities to support medium to large projects, such as coordination of change related activities, reporting, and testing
• Communicates at all levels with business owners, stakeholders, and subject matter experts on all matters related to projects, such as the project plan, risks, issues, scope, assumptions, gap analysis, business requirements, and development of test plans and scripts

Skills:

• Attention to Detail
• Written Communications
• Active Listening
• Collaboration
• Oral Communications
• Prioritization
• Problem Solving
• Critical Thinking
• Risk Management

High School Diploma / GED / Secondary School or equivalent

LOB Job Description:

This role will support change management routines for full scope of GWIM's Managed Trading Applications and Architecture. Responsibilities for this role will include:

• Drive test plans and test scripts creation and ensure data is staged for pipeline and production testing (weekend availability for testing required during project release weekends)

• Provide post-production testing (where applicable) and monitoring support to ensure any issues encountered are adequately documented, communicated, and resolved with technology and business.

• Ability to develop strong partnerships and relationships including full coordination with business partners; fully accountable for engaging the appropriate partners to drive the work and deliver against expected outcomes.

• Partnering with stakeholders to assess and prioritize business needs/requirements to maximize impact.

• Strong facilitation skills, communication with impact, cross functional business and stakeholder engagement, and ability to influence decisions to achieve desired results.​

Required Skills:

• Analytical skills to research and solve business problems through requirements and testing.

• Accountability for defect management and resolution through the lifecycle of the project.

• Ensure detailed test plans and test scripts are created and data is staged for pipeline and production testing.

• Ensure changes are communicated to all stakeholders through written communication or provided through live presentations (ex. demonstrations and / or business status update meetings.

• Knowledge of navigating through Jira and familiar with the creation of Epics and Stories.

Desired Skills:

• SAFE Certified PO/PM or familiarity with Agile Methodology

• Knowledge of GWIM platform/systems

• Prior project or leadership skills