Commercial Banking Analyst – Tech & Growth

Partners in Digital Health; San Francisco (CA); On-site; USD 85,000 - 140,000; Full time

Job summary

Bank of America in the Global Commercial Banking Transformative Technology group seeks a Commercial Associate to support analytical research, market insights, and client-facing tasks. You will develop economic analyses, pitchbooks, and support across banking products and treasury solutions to strengthen client relationships.

You will work with Market Executives, Relationship Managers, and product teams, interpreting financial statements and contributing to transaction execution.

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.

Responsibilities

• Supports the analysis of market and industry data to uncover insights for client 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 credit approval and treasury solutions processes to build knowledge of products and related requirements.
• Supports the coordination of clients/prospects and partners from product and deal teams throughout a transaction.
• Delivers new business analytics and monitors client activity to identify opportunities and expand relationships.
• Interprets financial statements to assess company conditions and industry trends.
• Collaborates with domestic and international teams to design and deliver financial solutions.

Skills

Financial modeling

Data analysis

Communication

Teamwork

Excel

Attention to detail

Independent work

Education

Bachelor's degree in accounting, finance or related field

Tools

Excel

PowerPoint

Word

Outlook

Job description

Bank of America in the Global Commercial Banking Transformative Technology group seeks a Commercial Associate to support analytical research, market insights, and client-facing tasks. You will develop economic analyses, pitchbooks, and support across banking products and treasury solutions to strengthen client relationships.

You will work with Market Executives, Relationship Managers, and product teams, interpreting financial statements and contributing to transaction execution.