דרושים Vice President – Equity Capital Markets Execution Services ב-Bank Of America ב-United States, New York

Responsibilities :

• Support the origination and execution of investment banking transaction mandates for large-cap corporate clients in the Consumer and Retail Sector, including buy and sell-side M&A, inclusive of cross-border transactions, as well as 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 Consumer and Retail Sector, such as buy and sellside M&A, inclusive of cross-border transactions, as well as 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 in the Consumer and Retail Sector, including buy and sell-side M&A, inclusive of cross-border transactions, as well as 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.
• 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 Business Administration, Finance, Economics, Accounting, 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 alternate, the employer will accept Bachelor’s degree and 5 years of progressively responsible experience.
• 10% domestic travel required, as necessary

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

EMPLOYER:BofA Securities, Inc.

Job Description:

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Job Description:

The Financial Advisor (FA) is a licensed retail broker position that provides investment advice and recommendations to clients. Profiling activities to determine a client investor profile, financial resources objectives, time horizon and preferences. Providing advice and guidance to clients on investment and related planning strategies. Recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences. Financial Advisors may engage in some mortgage related activities, but others are not permitted unless they are dually employed by MLPF&S and the Bank of America, NA. The requirements for dual employment and the permissible and non-permissible activities are described in Mortgage and Credit Policy in the Merrill Lynch Global Wealth and Investment Branch Office Compliance Manual.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA

Responsibilities:

• Execution and recommendation of investment products, strategies and services that are suitable for clients based on their objectives, resources, time horizon, risk profile, and preferences.

• Providing advice and guidance to clients on investment and related planning strategies

• Periodic analysis, review and adjustment of client portfolios to measure progress toward goals.

• Delivery of an appropriate level of service over the lifetime of the client relationship based on the needs and level of sophistication of the client situation.

• Effective use of consultative sales and presentation skills for client development as needed.

• Staying informed of industry and firm/enterprise product trends and issues

• Completing mandated training and continuing education requirements as requested

• Partnering with Private Bank portfolio manager, other Financial Advisors, Product Specialists and other subject matter expertise personnel as needed to deliver client solutions.

• Strictly adhering to compliance and industry regulations; includes ongoing monitoring and suitability of products.

Required Skills:

• Series 7 and 66 registrations are required . Additional licenses may also be required for this position dependent upon the state(s) in which the FA does business.

• Trading experience across multiple asset classes and implementing complex investment strategies.

• Incumbents are required to complete certain continuing education requirements.

• Excellent communication skills, both written and verbal; ability to convey complex strategies to UHNW clients

• Proven relationship building and business partnering skills.

• Strong client service experience​

Desired Skills:

• Experience with manager of client investments.

• 10+ years’ experience managing a successful book of business.

• Expertise in trading equities, fixed income, derivatives, and alternative assets as well as complex trading strategies

• Strong analytical and problem-solving abilities.

• Ability to thrive in a fast-paced, high-stakes environment.

• Client-focused with a deep understanding of UHNW individuals' investment needs.

• FAs are also encouraged to continue their professional development in pursuit of acceptable external professional designations.

• Bachelor’s degree in Finance, Economics or related field; advanced degrees and/or (CFA, CFP) preferred

High School Diploma / GED / Secondary School or equivalent

Job Description:

The Gaming & Lodging team covers over 30 publicly listed companies including Sports Betting Operators, Hotels, Casinos, and REITs and has been ranked Top 3 in the annual Institutional Investor (II) poll for the 15 years, including number 1 the last 4 years.

Responsibilities

• Perform financial modeling & valuation work
• Update, analyze and compile complicated datasets in databases using Excel
• Derive key insights from data trends and analysis
• Monitor, compile, and summarize/model key industry news and developments incl. via social media
• Seek out new, unusual sources of information to augment our research capabilities/insights
• Write and update company and industry data reports and trends
• Closely follow and understand stock market, industry and company specific activity, and relay to the analyst when he/she is traveling
• Develop industry knowledge and business judgment over time

Qualifications

• Bachelor’s Degree or equivalent years of experience
• For finance candidates, minimum 9-12+ months experience in accounting, corporate finance, research, banking or consulting for finance oriented candidates
• For engineering/math STEM candidates, strong communication skills and some working knowledge of financial modeling, statements and analysis
• Strong modeling and financial analysis skills (income statement, balance sheet, and cash flow statement in Excel)
• Strong attention to detail, and understanding of MS Office for formatting charts, tables and exhibits
• Knowledge of statistics and/or data analytics/data science techniques; skills with both AI promoting, and python programming a plus
• General interest in the stock market and/or financial markets
• Must work well in a fast-paced, intense and collaborative team environment

This job is responsible for resolving routine client requests through calls, chats, or emails in an inbound contact center environment. Key responsibilities include working in a challenging environment, ensuring accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery by answering client questions, resolving problems, providing appropriate account maintenance, and looking for opportunities to deepen relationships through digital solutions.

Responsibilities:

• Identifies client needs and recommends solutions when fraud has been identified
• Records data captured during client interactions accurately
• Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis
• Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy
• Complies with industry regulations, bank procedures, integrity levels of the department's system, and financial controls

Required Qualifications:

• Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives
• Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions
• Shows commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule
• Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays
• Communicates effectively and confidently with all clients to make their financial lives better
• Ability to engage with clients - begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport and handle objections
• Comfortable receiving ongoing performance feedback and coaching
• Ability to learn and adapt to new information and technology platforms
• Minimum of an intermediate level of proficiency with computers and current technology
• 1+ years of customer/client service experience, including experience handling difficult client situations

Desired Qualifications:

• 1+ years of experience in the banking/financial industry
• 1+ years of experience working in a client service capacity​

Skills:

• Attention to Detail
• Customer Service Management
• Customer and Client Focus
• Issue Management
• Active Listening
• Adaptability
• Client Solutions Advisory
• Data Collection and Entry
• Problem Solving
• Account Management
• Analytical Thinking
• Client Experience Branding
• Fraud Management

High School Diploma / GED / Secondary School or equivalent

Job Description:

Job Description:
This job is responsible for overseeing a unit or section of a segment for a site, region, or product line within the bank's internal operations. Key responsibilities include identifying, analyzing, and resolving complex problems, ensuring compliance with policies, and identifying opportunities to improve process performance and operating efficiency. Job expectations include knowledge of operations support management and expertise in functional area(s) gained through increasingly more responsible management positions in operations.

This job is responsible for driving and executing on internal control discipline and operational excellence within a Line of Business (LOB) or Enterprise Control Function (ECF). Key responsibilities include to transform an accurate data foundation that captures key metrics for report preparation process into a source of actionable information. Regularly review that information within a structured framework to facilitate decisions and actions that will improve overall report preparations through the globe.The successful individual will:
• Develop comprehensive monitoring strategy requirements across Global report preparing functions and ensure standardization across regions
• Design a robust and effective activity tracking model, that provides real time updates on reporting obligations managed by GM NFRR team globally across multiple regions - AMRS, EMEA, and APAC.
• Design effective routines to ensure report production responsibilities are understood, tracked and documented, whilst holding key stakeholders accountable
• Roadmap against strategy to ensure processes to acquire information for providing comprehensive and accurate monitoring, are dynamic and flexible to ensure new and changing obligations are captured.
• Design informative MI and key control reporting
• Responsible for executing global periodic (e.g. daily, monthly) reporting routines ensuring the Global team is adherent to multiple Enterprise policies e.g., Regulatory Reporting and Enterprise Data Management Standards
• Effective running of forums with large Global stakeholder groups, for the identification, tracking, and remediation of data issues and control enhancements that impact the respective reports
• Establish credible, collaborative, and influential relationships with key regional stakeholders across Operations, Technology, FLU and Compliance
• Drive execution improvements to ensure consistent operational live monitoring practices are in place and adhered to including high quality deliverables and role clarity with partners.
• Communicate with a broad audience of business partners in a variety of formats and in a way that ensures all audience members understand and can adhere to the strategy.

Responsibilities:

• Develops and implements procedures to enhance productivity and efficiency and manage business change
• Serves as an escalation point to resolve broad and complex operational issues
• Responsible for expense management, reporting and forecasting for operations areas managed as well as compensation decisioning, talent planning, and performance management at a senior level
• Manages a large team or multiple smaller teams across one or more sites, regions or product lines in an operations support function
• Supports functions carrying a substantial risk of exposure and potential loss with significant impact on major corporate customer relationships

• 10+ years of Banking experience; Professional qualifications preferred.
• Global Markets Operations/Technology Project Management experience preferred.
• Ability to manage multiple stakeholders and prioritization efforts
• Expert ability to provide clear oral and written communication to a variety of business and technical audiences.
• Expert ability to improve the capabilities of production monitoring processes and
corporately through skill development, process enhancement
• Be able to identify changes that have an impact across multiple process and stakeholders
• Identify efficiency gains in regulatory reporting processing
• Hands on approach and process excellence mind set
• Ability to influence and drive progress across key business partners
• Ability to prioritize work and adapt to changing needs in a dynamic work environment
• Self-starter, takes initiative
• Driver of changeDesired Skills:

• Bachelor’s degree in related field
• Data Science skills
• SQL, Tableau, Micro Strategy experience will be a plus
• Experience with regulatory programs
• Experience with global stakeholder management

Skills:

• Business Operations Management
• Drives Engagement
• Process Management
• Process Performance Measurement
• Result Orientation
• Customer and Client Focus
• Planning
• Reporting
• Risk Management
• Talent Development
• Adaptability
• Data Management
• Fraud Management
• Interpret Relevant Laws, Rules, and Regulations
• Workforce Analytics

Responsibilities:

• Closely follow and interpret a wide range of signals, trends, and indicators including but not limited to fundamental, macroeconomic, sentiment, positioning and technical frameworks to help determine views
• Keep abreast of academic and practitioner research in the area of quantitative investment techniques, AI and ML models
• Assist in creating exhibits and written materials on investable themes.
• Market the team’s views to sales, institutional investors and the Merrill Global Wealth & Investment Management and approved media channels
• Service clients’ bespoke quantitative research needs with varying degrees of complexity in a timely manner
• Constantly seek out new, value-added, and/or unusual sources of information
• Develop and maintain databases, indicators, and financial models integral to our research product
• Produce collaborative reports across asset classes and with fundamental analysts
• Help produce a weekly email compilation for clients, creatively packaging weekly content in an easily digestible note and curating macro research across BofA

Requirements:

• Bachelor’s degree in STEM field or equivalent years of experience, graduate work desirable
• 1-5years of experience in Financial Services, Technology or fields relevant to the role
• Strong proficiency in Microsoft Excel, Word and PowerPoint
• Experience with AI/ML techniques, large datasets, statistical analysis
• Experience with Bloomberg, FactSet, other market data applications a plus
• Comfort with public speaking/presenting to large audiences in a variety of formats (in-person, video, etc.)
• Willing to take initiative, take the lead on projects/tasks, and meet deadlines under minimal supervision.
• Strong attention to detail‎, ability to work under pressure
• Team player; ability and desire to collaborate
• Excellent project management abilities
• Strong detail orientation/ a passion for accuracy
• Excellent analytical background & strong conceptual skills
• Strong business writing skills
• Passion for financial markets

Responsibilities:

• Responsible for risk management and trading activities with limited direction from more senior staff.

• Manage workflow from front to back, including quotes, hedges, trades and downstream processes to minimize operational risks while optimizing market risk.

• Work closely with sales across varying time zones to get the "right price" to the "right client" given risk tolerance and balance sheet constraints.

• Conduct profit and loss and risk reconciliation.

• Detailed collateral analysis of large data sets of loans in order to determine securitization structures.

• Responsible for valuing a range of collateral asset types from auto loans to student loans to equipment leases.

• Conduct securitization analysis for rating agency optimization.

• Trade securities and loans across asset-based finance with a focus on student loans and other consumer loans.

• Build cashflow models using industry-standard cashflow engines, including lntex Cal and lntex Dealmaker.

• Pricing asset-backed securities backed by consumer and commercial assets in order to advise issuers on pricing consumer and commercial ABS by analyzing collateral comparisons, historical performance, and investor demand.

• Use originating, structuring, distributing, and providing structural advice to issuer clients.

• Conduct financial modeling with a focus on rating agency methodologies for cash and synthetic securitizations to assist banks with valuing and divesting portfolios of consumer loans.

• Synthesize large data sets by applying statistical methods using polynomial regression analysis.

• Use lntex Cale, lntex Dealmaker, Bloomberg, and Collateral Analysis System to convert a loan tape of thousands of loans into a tradeable asset that can be easily valued.

• Perform consumer and asset-based whole loan pricing and securitization analysis.

Required Skills & Experience:

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

• Pricing asset-backed securities backed by consumer and commercial assets in order to advise issuers on pricing consumer and commercial ABS by analyzing collateral comparisons, historical performance, and investor demand;

• Using originating, structuring, distributing, and providing structural advice to issuer clients;

• Conducting financial modeling with a focus on rating agency methodologies for cash and synthetic securitizations to assist banks with valuing and divesting portfolios of consumer loans;

• Synthesizing large data sets by applying statistical methods using polynomial regression analysis;

• Using lntex Cale, lntex Dealmaker, Bloomberg, and Collateral Analysis System to convert a loan tape of thousands of loans into a tradeable asset that can be easily valued; and,

• Performing consumer and asset-based whole loan pricing and securitization analysis.

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

• 10% domestic and international travel required, as necessary.

If interested apply online at or email your resume to and reference the job title of the role and requisition number.

EMPLOYER: BofA Securities, Inc.