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Analyst - Global Strategic & Sustainable Investments

Charlotte, North Carolina;

Job Description:

BofA Global Strategic & Sustainable Investments Analyst/Associate

Global Strategic & Sustainable Investments is responsible for originating, executing, and managing equity investments made on behalf of Bank of America.  Strategic investments include stakes in companies that enhance or accelerate growth opportunities in line with the bank’s strategic priorities. Sustainable investments include LP interests in diverse-led private funds in line with the bank’s mission to address economic opportunity for all, as well as climate-focused investing and related initiatives including the development of Bank of America’s plan to transition to a low-carbon economy.

Job Responsibilities:

  • Assist in the evaluation of new strategic and sustainable investments, including transaction due diligence and legal documentation review, and management of existing portfolio investments
  • Develop and maintain financial analysis for use in evaluating and monitoring investments
  • Perform and synthesize in-depth company & industry research across the strategic and sustainable landscape
  • Prepare detailed presentations including senior-level updates, transaction documentation, and portfolio updates
  • Responsible for critical portfolio reporting processes including investment activity tracking, divestiture, and returns analyses
  • Execute development initiatives for the portfolio, bringing the entire ecosystem of Bank of America to our portfolio of diverse-led VC funds and their portfolio companies
  • Assist with the development of the bank’s Transition Plan, including understanding guidance and peer disclosure, partnering across organizations to document and implement business plans, preparing management updates

Requirements / Qualifications: 

  • Minimum of 2 years of experience in investment banking, private equity/venture capital, capital markets, equity research, or management consulting; significant transaction experience is a plus
  • Ability to demonstrate structured thought process, strategic thinking and creativity
  • Strong analytical skills with ability to analyze large data sets
  • Financial modeling and valuation skills, with ability to deconstruct a company’s financials and analyze / forecast a company’s operations
  • Proficiency with Microsoft Excel, PowerPoint and Word required
  • Knowledge of accounting principles and corporate finance a plus


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: No

New York pay and benefits information

New York pay range:

$87,200 - $130,200 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, 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.