Financial Analyst Associate

5 days ago

New York, New York, United States Bank of America Full time

We are seeking a highly motivated and experienced Financial Analyst to join our team in New York. As a key member of our investment banking division, you will be responsible for providing financial analysis and advice to clients across various industries.

Company Overview

At Bank of America, we are committed to helping our clients achieve their financial goals through innovative solutions and exceptional service. Our investment banking division provides strategic advice and execution services to clients across the globe, with a focus on mergers and acquisitions, equity and debt financing, and advisory services.

Estimated Salary

The estimated annual salary for this position is $100,000-$150,000, depending on experience and qualifications.

Job Description
  • Perform comprehensive financial analysis, including valuations and merger consequences;
  • Draft and negotiate engagement letters, confidentiality agreements, and other documents related to investment banking transactions;
  • Assist in the preparation of fairness opinions, including providing industry expertise and guidance on the selection of appropriate comparable companies and comparable acquisitions;
  • Help the team create pitch and marketing materials, transaction documents, investor presentations, internal valuation, and diligence materials, and also manage transaction processes day-to-day;
  • Conduct company and industry research to support financial advisory; Participate in due diligence sessions;
  • Communicate and interact with client team members;
  • Contribute to several projects at once and work effectively as an individual and as part of a team;
  • Prepare screening materials, including KYC, company positioning, and peers benchmarking;
  • Execute and advise on various M&A, initial public offerings, follow‐ons, mandatory convertibles and exchangeable debt offerings, spin offs/split offs, debt‐for‐equity exchanges, recapitalizations, and private placements;
Required Skills & Experience
  • Bachelor's degree or equivalent in Business Administration, Finance, Economics, or related field;
  • 2 years of experience in the job offered or a related finance occupation, with a minimum of 2 years of experience in each of the following:
    • Executing and advising on various M&A, initial public offerings, follow‐ons, mandatory convertibles and exchangeable debt offerings, spin offs/split offs, debt‐for‐equity exchanges, recapitalizations, and private placements;
    • Developing and maintaining financial models to analyze trends, including discounted cash flow, leverage buyout, cost of capital analysis, merger models, ability‐to‐pay, value‐creation, operating models, and 3‐statement models;
    • Performing comprehensive valuation analysis using comparable companies and precedent transactions;
    • Preparing client presentation materials, internal approval memos, and marketing documents including roadshow materials, confidential information memorandums, and rating agency presentations to execute transactions;
    • Conducting research using Factset, Capital IQ, Bloomberg, Thomson, and Factiva to analyze market data and competitive dynamics;
Benefits

As a member of our team, you will have access to a range of benefits, including:

  • A competitive salary and bonus structure;
  • A comprehensive health insurance program;
  • A 401(k) plan with company match;
  • A generous paid time off policy;
  • Professional development opportunities;
  • A dynamic and supportive work environment;

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