Investment Analyst Jobs in Palo Alto, CA

INTRODUCTION

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

ROLE AND RESPONSIBILITIES

This job is responsible for acting as the primary contact and advisor to targeted client group. Key responsibilities include assessing client needs and proactively generating relevant ideas and solutions, as well as enlisting the necessary expertise of product specialists, credit products officers, and support staff to deliver banking services to clients.

• Support the origination and execution of investment banking transaction mandates for large-cap corporate clients across sectors, such as: buy and sell-side M&A and inclusive of crossborder transactions.
• 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 across sectors, such as: buy and sell-side M&A and inclusive of cross-border transactions.
• Work with 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.
• Leverage client relationships to maximize business opportunities, using and focusing on the full range of investment banking products from different business areas.

BASIC QUALIFICATIONS

• Master's degree or equivalent in Finance, Economics, Business Administration, or related; and
• 5 years of experience in the job offered or a related Finance occupation.
• Must include 5 years of experience in:
• 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, including LBO analysis, discounted cash flow, accretion and dilution, M&A and IPO pro forma analysis, comparative company analysis, and sum of parts analysis;
• Conducting due diligence in connection with investment banking transactions;
• Conducting research using Factset, Capital IQ, Bloomberg and Refinitiv to analyze market data and competitive dynamics; and,
• Leading teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes.
• 30% domestic and international travel required, as necessary.

SHIFT

1st shift (United States of America)

HOURS PER WEEK

40

EMPLOYER: BofA Securities, Inc.