Commercial Associate - Transformative Technology

Partners in Digital Health; Los Angeles, Northern (CA, KY); Hybrid; USD 85,000 - 125,000; Full time

Benefits offered by this job

Health benefits

In-office culture

Job summary

Bank of America offers a Great Place to Work culture and an in-office setup with flexibility based on role. The role supports HTS for Technology clients, delivering analytical research and data-driven insights to inform strategy and client engagements.

The team collaborates across Market Executives, Relationship Managers, and product partners to develop industry analyses, pitchbooks, and relationship reviews that help win business and optimize client outcomes.

Qualifications

• Minimum of two years of professional or business experience.
• Applies analytical thinking and financial modeling skills.
• Demonstrates strong critical thinking and the ability to work independently.
• Displays excellent written and verbal communication skills.
• Proficient with Microsoft Office (Excel, PowerPoint, Word, Outlook).
• Maintains strong attention to detail and organizational skills.
• Has strong interpersonal skills with the ability to work collaboratively in a team.
• Understands and interprets corporate financial statements.

Responsibilities

• Analyze market and industry data to uncover insights for client/prospect meetings, pitch books, and relationship reviews.
• Collaborate with Market Executives, Relationship Managers, and team members to prepare client presentations and support deals.
• Observe and support credit approvals and treasury processes to learn products and packaging requirements.
• Coordinate clients/prospects and partners from product and deal teams during transactions.
• Deliver new business analytics, monitor client activities, and identify opportunities to expand relationships.
• Interpret financial statements to assess company health and industry trends.
• Coordinate with domestic and international teams to design and deliver financial solutions.

Skills

Data Visualization

Financial Analysis

Market Analysis

Relationship Building

Client Management

Data and Trend Analysis

Risk Management

Business Development

Referral Identification

Pipeline Management

Client Solutions Advisory

Education

Bachelor's degree in accounting, finance or related field

Tools

Excel

PowerPoint

Word

Outlook

Job description

Job Description

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!

Great opportunity to join our Global Commercial Banking (GCB) Healthcare, Technology & Sponsors (HTS) Team focusing on the Technology industry.

GCB provides a wide range of solutions to Technology and Emerging Growth companies including Global Treasury Services, Credit, Risk Management (FX & Derivatives), Capital Raising & Investment Banking Services, Wealth Management and Financial Life Benefits.

This job is responsible for delivering analytical research and data-driven insights to support commercial banking client and prospect needs with banking and product partners. Key responsibilities include developing economic and market insights, industry analysis, pitchbooks, and relationship reviews that inform strategy, and providing support throughout interactions. Job expectations include leveraging data to tell stories, supporting internal idea generation and transaction execution, strengthening client engagement, and observing client interactions to build foundational knowledge.

Responsibilities

• Supports the analysis of market and industry data to uncover insights for client/prospect meetings, pitch books, and relationship reviews
• Collaborates with Market Executives, Relationship Managers, and team members across the bank to help prepare client presentations and support client deals
• Observes and supports the credit approval and treasury solutions processes to build knowledge of products, services, and related approval and packaging requirements
• Supports the coordination of clients/prospects and partners from product and deal teams throughout the course of a transaction
• Supports the delivery of new business analytics, monitors client activities, and performs portfolio optimization to identify and expand client relationships while maintaining and enhancing business opportunities
• Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
• Observes with domestic and international teammates including Investment Banking, Foreign Exchange, and Wealth Management, and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services to design and deliver financial solutions

Required Qualifications

• Minimum of two years of professional or business experience
• Applies analytical thinking and financial modeling skills
• Demonstrates strong critical thinking and the ability to work independently
• Displays excellent written and verbal communication skills
• Possesses proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook)
• Maintains strong attention to detail and organizational skills
• Has strong interpersonal skills with the ability to work collaboratively in a team environment
• Understands and interprets corporate financial statements

Desired Qualifications

• Previously held an internship or entry-level role in financial services
• Bachelor's degree in accounting, finance or related field

Skills

• Continuous Improvement
• Data Visualization
• Relationship Building
• Client Management
• Data and Trend Analysis
• Financial Analysis
• Project Management
• Referral Identification
• Business Development
• Client Solutions Advisory
• Market Analysis
• Pipeline Management
• Risk Management

Minimum Education Requirement

Bachelor's degree in related field or equivalent work experience

Shift

1st shift (United States of America)

Hours Per Week

40

Pay Transparency details

US - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193)

Pay and benefits information

Pay range

$85,000.00 - $125,000.00 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.

Benefits

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.