Investor Relations Associate

Bank of America; New York (NY); On-site; USD 94,000 - 140,000; Full time

Job summary

An established industry player seeks a dynamic Investor Relations Associate to enhance communication with credit rating agencies and investors. This role offers a unique opportunity to analyze financial statements and contribute to impactful presentations. The ideal candidate will thrive in a collaborative environment, showcasing their analytical skills while developing a comprehensive understanding of the company's financial landscape. Join a team committed to responsible growth and excellence, where your contributions will help shape the future of financial communications.

Benefits

Paid Time Off

Health Insurance

Retirement Plan

Flexible Work Hours

Professional Development Opportunities

Qualifications

• Minimum 2 years of experience in financial services.
• Strong skills in analyzing financial statements.
• Experience automating manual processes.

Responsibilities

• Support dialogue with credit rating agencies and investors.
• Analyze financial reports for compelling presentations.
• Develop relationships within Investor Relations team.

Skills

Financial Analysis

Communication Skills

Excel

Data Interpretation

Organizational Skills

Education

Bachelor's Degree

Tools

Bloomberg

Tableau

Workiva

Job description

Investor Relations Associate page is loaded

Investor Relations Associate

Apply locations New York Charlotte time type Full time posted on Posted 2 Days Ago job requisition id 25019201

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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

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

Job Summary:

Investor Relations Senior Analyst-Primarily responsible for reporting and analyzing internal financial information and statements and preparing them for external customer, client and media release. Works closely with the corporate analytics organization to build, model and create internal and external financial results and statements.

Job Description:

The Investor Relations Associate is a member of the Rating Agency & Fixed Income Investor Relations team in the Chief Financial Officer (CFO) Group’s Treasury organization. This small but critical team serve as the primary relationship managers for analysts at credit rating agencies (e.g., Moody’s, S&P, and Fitch), as well as the growing number of ESG rating agencies. It also serves as the primary point of contact for fixed income investors who own BAC’s large footprint of unsecured debt and preferred stock, as well as other stakeholders who are interested in BAC’s creditworthiness. This dynamic role provides exposure to all of BAC’s lines of business and external reporting, which can enable the associate to build an enterprise-wide perspective.

Responsibilities:

This individual will primarily support the ongoing facilitation and enhancement of Bank of America’s active, transparent dialogue with credit rating agencies, institutional fixed income investors, clients, and counterparties, including assisting in the coordination of meetings between those stakeholders and BAC executive management. A successful candidate will be expected to analyze financial reports and identify and incorporate relevant information into the creation of compelling presentation materials. An emphasis on innovative analysis combined with an active dialogue helps ensure that the rating agency analysts and fixed income investors continue to recognize BAC’s progress in delivering responsible growth.

In addition to contributing to the team’s formal outreach efforts, the IR Associate must develop a strong understanding of BAC’s overall financial position, business strategy, and competitor landscape to capably assist in addressing inquiries from rating agency analysts and fixed income investors. Of note, the associate will be expected to become a subject matter expert in the detailed methodologies used by the rating agencies to determine BAC’s credit ratings, as well as to build an understanding of the underpinnings of ESG ratings.

A successful IR Associate will also need to develop business partner relationships within the broader Investor Relations team, key groups within Corporate Treasury, Global Risk Management, Business Financial Officers, SEC Reporting, Corporate Legal and various other subject matter experts across BAC. This role is ideally located in New York (although exceptional candidates in Charlotte may be considered) and requires work with colleagues in other locations. The ideal candidate is personable, self-motivated, intellectually curious, proactive, detail oriented and collaborative. They must exhibit a strong drive to deliver work on time and to a high quality, accuracy and aesthetic standard.

Required Skills & Experience:

• Minimum 2 years of experience in financial services

• Excellent written and verbal communication skills

• Experience sourcing, interpreting, analyzing and manipulating financial statements and related data of financial institutions to draw relevant competitor comparisons and conclusions (10Q-10K, Call Reports, FFIEC 101, Pillar 3, etc.)

• Strong skills with Excel, Word and PowerPoint

• Organizational and teamwork skills and the ability to juggle multiple tasks and responsibilities, including willingness and flexibility to work evenings and weekends, as will occasionally be required by the role

• Experience automating manual processes and streamlining day-to-day workflows

• Comfortable reaching out to more senior internal business partners to gather data to facilitate analyses and create presentation materials

Desired Skills & Experience:

• Bachelor’s degree

• Familiarity with debt and/or equity capital markets

• Prior experience with credit rating agencies and their methodologies

• Understanding of banking industry regulation, especially capital and liquidity rules

• Familiarity with ESG rating agencies and their methodologies

• Understanding of the rapidly evolving global ESG initiatives and emerging developments that impact large companies like BAC

• Experience using Bloomberg, Tableau and Workiva

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - NY - New York - 1114 Avenue Of The Americas - Grace (NY1544)Pay and benefits informationPay range$94,500.00 - $139,400.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis 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.BenefitsThis 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.

About Us

Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.

Regardless of the position you are interested in, the starting points to building your resume are the same:
1.Determine the job or types of jobs you want to do and research their responsibilities and qualifications.
2.Think about why you can do the job and make a list of your skills that are relative to the job.
3.Identify experiences or accomplishments that show your proficiency in the skills required for the job.
4.Summarize your abilities, accomplishments and skills into a brief, concise document.

Considerations when writing a resume
•Do be brief. Resumes should be 1-2 pages in length.
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• Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.)
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Seven steps to a successful interview
1.Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview?
2.Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available?
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4.Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down.
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