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Product Specialist I

New York, New York;

Job Description:

Perform financial and statistical analyses, conduct research, and prepare support documentation and client presentation materials. Works under direction of more senior associates.

Business Overview

The Regional Loan Syndications group originates and executes club syndicated bank loans for Commercial Banking clients and prospects.  The team partners closely with the Commercial Bank, Wholesale Credit, Regional Leverage Finance and Emerging Growth and Regional Coverage to drive new Bank of America led syndicated loans and corresponding ancillary business.


  • Perform financial and statistical analysis
  • Conduct research and prepare support documentation and client presentation material
  • Development/Maintenance of Regional Loan Syndication comparative transactions
  • Assist with quarterly/periodic data reporting and analysis
  • Preparation of quarterly business updates
  • Assist with logistical and operational tasks associated with lender meetings and loan closings
  • Works under the direction of more senior associates

Required Skills

  • Undergraduate degree required. Accounting, Finance or related field preferred
  • Minimum of 2+ years of Commercial Credit Banking experience required
  • Demonstrates initiative/self-motivation
  • Possesses strong interpersonal skills
  • Possesses strong analytical and modeling skills
  • Possesses understanding of corporate financial statements
  • Possesses understanding of financial covenants and basic structuring; familiar with credit agreements
  • Demonstrates strong critical thinking
  • Demonstrates the ability to independently make decisions
  • Licensing required – Series 79 & 63 (will support the employee through registration process if needed)


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: Yes, 5% of the time

New York pay and benefits information

New York pay range:

$83,700 - $102,300 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.


This role is currently benefits eligible. We provide industry-leading benefits, 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.