Corporate Intern - Internal Audit (Hybrid)
Investment banking internship job at First Citizens Bank
This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office. First Citizens Bank offers an exciting summer internship program that provides development opportunities and hands on work experience while creating a talent pipeline for the Bank. Our interns will apply classroom knowledge in a corporate environment while making a positive impact across the organization and the communities we serve. Come help First Citizens build for the future!
Internal Audit interns will participate in an immersive and professional development program introducing interns to Internal Audit and First Citizens Bank. Interns will have the opportunity to learn alongside seasoned and experienced audit professionals to learn the foundations of Internal Audit and auditing processes. This program targets exceptional rising juniors and rising seniors and serves as a talent pipeline where successful interns may receive an offer to return and join Internal Audit.
We are looking for candidates who are within a commutable drivable distance to our Raleigh, NC office.
Responsibilities
In this role, you will:
* Develop core skills focused on internal audit practices, audit methodology, and technology based systems
* Contribute to the work of an audit team in delivering their planned audit coverage, including testing of key processes and internal controls across the organization
* Be part of a dynamic team with interesting audit related projects.
* Accountabilities can and may include areas such as research, analytics, projects, strategy, process review and improvement, as well as technology enhancements and support.
* Attend professional development sessions, informational sessions, networking and community service events.
* Have a dedicated internal audit administrative manager and audit manager to help you navigate audit, the bank and the internship program.
* Work on a project and present your learnings and results at program completion.
* Prepare a wrap-up presentation to be shared with the division leader and other key stakeholders in the company to outline your accomplishments and experience during the internship
Internship dates: 5/27/2026 - 7/31/2026
Qualifications
Required qualifications:
* High School Diploma or GED and 1 year of experience
* Currently enrolled at an accredited collegiate institution (during the time of the summer program)
* Ability to work 40 hours per week during the duration of the program
Preferred qualifications:
* Interest in pursuing a career in financial services and/or internal audit
* BS/BA degree candidate: Accounting, Finance, Mathematics, Data Analytic, Information Systems, or Technology related degree
* 3.0 minimum GPA
* Strong desire to learn and grow
* Possess a positive attitude, naturally curious and enjoys collaborating with others
* Strong verbal and written communication skills
* Critical thinking skills
* Ability to multitask
* Ability to adapt and adjust priorities based on business needs
* Ability to take direction and absorb information quickly
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
2026 Summer Intern - Credit Reporting & Analytics (Hybrid - Raleigh, NC)
Investment banking internship job at First Citizens Bank
This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office. First Citizens Bank offers an exciting summer internship program that provides development opportunities and hands on work experience while creating a talent pipeline for the Bank. Our interns will apply classroom knowledge in a corporate environment while making a positive impact across the organization and the communities we serve. Come help First Citizens build for the future!
Responsibilities
In this role, you will:
* Support the credit underwriting team by developing and enhancing tools that improve decision-making.
* Use advanced Excel capabilities (formulas, pivot tables, financial models) to streamline underwriting calculations and workflows.
* Apply the Microsoft Power Platform (Power BI, Power Apps, Power Automate) to build solutions that go beyond reporting-such as applications, calculators, and process automation that directly support underwriting.
* Assist in analyzing borrower data and preparing financial summaries.
* Collaborate with credit analysts to identify opportunities for efficiency and improved accuracy in underwriting processes.
* Document tools, calculations, and processes to ensure repeatability and transparency.
* Be part of a dynamic team with interesting projects.
* Accountabilities can and may include areas such as research, analytics, projects, strategy, process review and improvement, as well as technology enhancements and support.
* Attend professional development sessions, informational sessions, networking and community service events.
* Have a dedicated manager and program manager to help you navigate the bank and the internship program.
* Be assigned a project, designed to improve a specific process or solve a problem that you will present at the close of the internship.
* Prepare a wrap-up presentation to be shared with the division leader and other key stakeholders in the company to outline your accomplishments and experience during the internship
Internship dates: 5/27/2026 - 7/31/2026
Qualifications
Required qualifications:
* High School Diploma or GED and 1 year of experience
* Currently enrolled at an accredited collegiate institution (during the time of the summer program)
* Ability to work 40 hours per week during the duration of the program
Preferred qualifications:
* Currently pursuing a degree in Finance, Business, Data Analytics, Technology, or a related field.
* Advanced proficiency in Microsoft Excel, including the ability to design financial and underwriting calculation models.
* Experience with Microsoft Power Platform (Power BI, Power Apps, Power Automate).
* Strong analytical and problem-solving skills with attention to detail.
* Excellent communication skills and ability to work in a team environment.
* Eagerness to learn and contribute in a fast-paced, professional setting.
* 3.0 minimum GPA
* Strong desire to learn and grow
* Possess a positive attitude, naturally curious and enjoys collaborating with others
* Critical thinking skills
* Ability to multitask
* Ability to adapt and adjust priorities based on business needs
* Ability to take direction and absorb information quickly
The base pay for this position is generally between $18.00 and $25.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
Investment Associate - Trust
Wilmington, DE jobs
*INVESTMENT ASSOCIATE* *WHAT IS THE OPPORTUNITY?* This position is responsible for supporting the trust investment team across RBC Trust Delaware and City National Trust. The individual will work closely with the investment team and trust administration to provide oversight on client investment portfolios. Additionally, the role will be responsible for trading, account maintenance, monthly reporting, and communications with internal and external partners.
* *
*WHAT WILL YOU DO?*
* Assist with oversight and monitoring of investment portfolios where RBC Trust Delaware and City National Trust serve in a corporate trustee capacity.
* Assist with monthly investment reviews.
* Ad-hoc reporting, as needed
* Communication with external financial advisors
* Account maintenance and project support
* Discovering ways to make the department's processes more efficient
* Trading and rebalancing internally-managed portfolios
* Quarterly preparation of performance summaries for internally managed portfolios
*WHAT DO YOU NEED TO SUCCEED?*
*Required Qualifications**
* H.S. Diploma
* 2+ years experience in trust or investments
* 2+ years experience with Word & Excel
*Additional Qualifications*
* Familiarity with SEI trust platforms helpful
* Experience with various trading systems helpful
* Detail-orientated, and strong organizational skills
* Able to independently manage multiple demands and competing priorities
* Able to work efficiently in a deadline-oriented environment
* Strong communication skills and problem-solving ability
* Knowledge of investments and familiarity with industry terms
* Bachelor's Degree preferred
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $25.72 - $41.08 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-DN1
\#CA-DN1
2026 Investment Banking Summer Associate Program (Charlotte) - Early Careers
Charlotte, NC jobs
2026 Investment Banking Summer Associate Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500.
A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients.
The 10-week Summer Associate Program is designed for MBA students between their first and second year. You'll be aligned to a product or industry group and immediately contribute to active client engagements. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines. You will be part of a focused, high-performing team that supports clients through strategic transactions and capital raising. From day one, you will engage in live projects, build relationships with clients and senior bankers, and contribute to the work that helps our clients achieve their objectives in today's dynamic environment.
What to Expect
The program begins with seven weeks of comprehensive training in Charlotte, covering financial accounting, credit analysis, valuation, and modelling.
Following training, you will step directly into deal execution and client advisory work. Your responsibilities may include:
* Building valuation models and supporting transaction execution
* Conducting company and industry research
* Preparing client materials and pitch presentations
* Participating in diligence sessions, client meetings, and internal discussions
* Collaborating with senior bankers on engagements across sectors and geographies
* Supporting the development of junior team members
Throughout the program, you will receive hands-on coaching, mentorship, and ongoing feedback to support your development.
Is This Program Right for You?
We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike.
Required Qualifications
* 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education
Desired Qualifications
* MBA with an expected graduation date of December 2026 to June 2027
* Strong verbal and written communication skills
* Ability to operate effectively both independently and in teams
* Advanced Microsoft Office (Excel, PowerPoint, Word) skills
* Track record of leadership or involvement in professional or academic initiatives
Program Locations
Positions are available in Charlotte.
Pay Range:
NC (Charlotte): $175,000 Yearly
This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
Posting End Date:
31 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Global Investment Banking Summer Associate Program - 2026
Charlotte, NC jobs
We believe Bank of America can do more for our clients than any other financial services firm. We understand the challenges our clients face around the world, and we use the full resources of our company to help them achieve their goals. Our solutions span the complete range of advisory, capital raising, banking, treasury and liquidity, sales and trading, and research capabilities.
Our Global Corporate & Investment Banking business focuses on building long-term relationships with more than 3,000 large U.S. and multinational corporations, financial institutions and financial sponsors. We provide strong advisory expertise, capitalizing on powerful mergers and acquisitions, corporate banking, treasury, debt and equity product expertise to deliver integrated financial solutions. Within a focused industry or product group, summer associates help orchestrate capital raising and strategic advisory transactions. Our Summer Associate program is designed to offer you a broad and exciting experience of work as a full time Investment Banking associate.
During the summer you will be placed within one of our industry, country or product coverage teams. Your training and development is our top priority with extensive formal training offered at the start of the program in addition to on the job support, educational speaker events and mentorship throughout.
As a summer associate, your key tasks and responsibilities may include but are not limited to:
* Developing and maintaining complex financial models
* Performing various financial analyses, including valuations and merger consequences
* Conducting comprehensive and in-depth company and industry research
* Preparation of presentation and other materials for clients
* Participation in due diligence sessions, communications and interaction with deal team members
* Management of several projects at once and work effectively as an individual and as part of a team
Qualifications
* Candidates are required to be pursuing an MBA degree from an accredited university with a graduation time frame between November 2026 and August 2027
* Must have a track record of superior performance in extracurricular and professional activities
* Demonstrate a combination of strong quantitative/analytical skills, attention to detail and client focus
* Strategic and creative thinking; distinguished written and oral communications skills
* Assertiveness, initiative, leadership, strong work ethic, team focus
* Ability to learn quickly and take on new responsibilities
* Dedication to building a career in the investment banking industry
* Minimum of 2 years of work experience post undergraduate degree
Bank of America does not complete third party forms from colleges, universities, or other parties.
Investment Banking 2026 Off-Cycle Analyst - Dubai
North Carolina jobs
Investment Banking, Off-Cycle Analyst Dubai, UAE About Us 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!
The Team
The Investment Banking division is organized across industry, country, and product coverage teams. Industry teams include Consumer and Retail; Natural Resources; Financial Institutions; Financial Sponsors; Healthcare; Multi-Industries; Real Estate, Gaming and Leisure; and Technology, Media and Telecoms amongst others. Product teams cover Mergers and Acquisitions and Leveraged Finance and country teams cover all regions in Europe, Middle East and Africa (EMEA) and are partially or fully based in regional offices. Coverage teams work together across the Investment Banking division to provide solutions to our clients on a range of strategic topics covering corporate finance, mergers and acquisitions and capital markets advice.
Programme Overview
Our Off-cycle Analyst programme is designed to offer you a broad and exciting experience of work within Investment Banking. During your internship, you'll be gaining exposure to a variety of industry, country or product coverage teams.
Training and Development
Your training and development are our top priority with extensive formal training offered at the start of the programme in addition to on-the-job support, educational speaker events and mentorship throughout.
Responsibilities
As an Off-cycle Analyst, your key tasks and responsibilities may include but are not limited to:
* Work on projects alongside bankers in specific industry, product and country coverage groups providing you with a unique learning opportunity
* Help the team deliver solutions to clients leveraging the full spectrum of the bank's capabilities
* Actively contribute to the preparation of client presentations and underlying financial analysis
* Build relationships, knowledge and experience that will open doors to a wide range of future career opportunities
* Actively participate in executing transactions, including work with clients as well as representatives of other investment banks and other advisors
Eligibility:
* Candidates are required to be pursuing either an undergraduate or postgraduate degree from an accredited college or university, with a graduation timeframe between April 2026 and July 2027
* Achieved minimum of 112 UCAS point (or equivalent) and on track for a minimum 2:1 degree classification (or equivalent)
* Must be available to join the programme anytime from January to July 2026 for a period of six months
Candidates who perform well during the internship may be offered full time employment to commence in July 2027; some lines of business may also offer the opportunity of a January or April start date. You must be available to join on one of these start dates if offered, unfortunately we are unable to offer deferrals.
What we are looking for
Essential:
* Fluency in English is essential for all roles
* You will need to demonstrate drive, innovation, and a genuine interest in the financial markets
* Teamwork, leadership, and problem-solving skills, plus creativity are key qualities, as is the ability to work in a fast-paced environment, multi-task and interact with a variety of people
* Display analytical and problem-solving skills
* Influence decisions and outcomes through effective communication and interpersonal skills
* Demonstrate integrity and ethics by earning other's trust and respect through consistent honesty and professionalism in all interactions
Desired:
* For some roles within Emerging Markets (including sub-Sahara Africa, Russia and China), a knowledge of those regions is required
Our recruitment process
Analyst internship and full-time recruiting takes place on a rolling basis once our applications are open. Assessments often begin before the deadline, so it's best to submit your application early as this will give you the best chance of being considered for the role.
We care deeply about shaping the world of work to be an equal and inclusive one - and that starts with our recruitment process. We know just how important and valuable it is to have a wide range of skills, backgrounds and experiences shaping our work and ideas. We welcome applicants from all backgrounds, and we're proud to focus on attracting, retaining and developing diverse talent within Bank of America. Together, we aim to mirror the customers, clients and communities we serve.
We are an equal opportunities employer, and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, being pregnant or on maternity leave, socio-economic background, responsibilities for dependants, physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience.
What if I need workplace adjustments?
We're committed to ensuring our online application process provides an equal employment opportunity to all job seekers. If you need a workplace adjustment to search for a job opening, need help completing your application or video interview, please email ************************* and let us know. We will be more than happy to discuss the support you need, and we will respond to your email within two business days.
We offer a competitive Salary and Benefits package
Easy ApplyOfficer, Quantitative Finance Analyst
Charlotte, NC jobs
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!
Responsibilities
* Apply quantitative models and techniques in order to address and resolve concrete financial problems.
* Utilize advanced quantitative techniques and tools, such as, statistical analysis and linear regressions, as needed.
* Develop emerging risk assessments, analyze counterparty credit risk scenarios and model key risk factors.
* Conduct research and analysis to provide a micro view of risk management in a particular counterparty or country and a macro view of risk exposures for the bank.
* Assess market trends and provide quantitative data for internal stakeholders and regulators.
* Apply quantitative knowledge to specific financial challenges and regulatory projects.
* Prepare developmental evidence and document to support internal requests and external regulatory exams.
* Perform in-depth analysis on the bank's risk model results using various quantitative tools including back testing, benchmarking, and sensitivity analysis.
* Perform counterparty exposure management techniques, such as potential future exposure, stress testing, and wrong way risk.
* Develop product-specific analytics to measure and monitor risk calculations.
* Coordinate efforts across teams and lines of business to enhance existing credit and market risk analysis tools.
* Perform quantitative modeling by utilizing advanced quantitative techniques and tools of statistical analysis, econometrics, predictive modeling, linear regressions, and Machine Learning.
* Analyze and evaluate large and complex economic and financial datasets with analytical tools of Python, SQL, and R.
* Utilize Python, PySpark, and SQL to conduct data analysis, estimate model coefficients, run simulations, and aggregate the model results to generate comprehensive model outputs and benchmarks.
* Leverage data analytics and visualization tools including Tableau, Alteryx, R, and Jupyter Notebook to build easy-access analytical capabilities and insightful reporting for the management.
* Utilize Latex to produce technical reports of publication quality with academic rigor and comprehensive risk coverage to support internal reviews and assess with stakeholders.
* Remote work may be permitted within a commutable distance from the worksite.
Required Skills & Experience
* Master's degree or equivalent in Business Analytics, Mathematical Economics, Technology (any), Engineering, Statistics or related: and
* 1 year of experience in the job offered or a related Quantitative occupation.
* Must include 1 year of experience in:
* Performing quantitative modeling by utilizing advanced quantitative techniques and tools of statistical analysis, econometrics, predictive modeling, linear regressions, and Machine Learning;
* Analyzing and evaluating large and complex economic and financial datasets with analytical tools of Python, SQL, and R;
* Utilizing Python, PySpark, and SQL to conduct data analysis, estimate model coefficients, run simulations, and aggregate the model results to generate comprehensive model outputs and benchmarks;
* Leveraging data analytics and visualization tools including Tableau, Alteryx, R, and Jupyter Notebook to build easy-access analytical capabilities and insightful reporting for the management; and,
* Utilizing Latex to produce technical reports of publication quality with academic rigor and comprehensive risk coverage to support internal reviews and assess with stakeholders.
If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number.
EMPLOYER: Bank of America N.A.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Easy ApplyOfficer, Quantitative Finance Analyst
Charlotte, NC jobs
Charlotte, North Carolina, United States **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***********************************************************************************************************
**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!
**Responsibilities**
+ Apply quantitative models and techniques in order to address and resolve concrete financial problems.
+ Utilize advanced quantitative techniques and tools, such as, statistical analysis and linear regressions, as needed.
+ Develop emerging risk assessments, analyze counterparty credit risk scenarios and model key risk factors.
+ Conduct research and analysis to provide a micro view of risk management in a particular counterparty or country and a macro view of risk exposures for the bank.
+ Assess market trends and provide quantitative data for internal stakeholders and regulators.
+ Apply quantitative knowledge to specific financial challenges and regulatory projects.
+ Prepare developmental evidence and document to support internal requests and external regulatory exams.
+ Perform in-depth analysis on the bank's risk model results using various quantitative tools including back testing, benchmarking, and sensitivity analysis.
+ Perform counterparty exposure management techniques, such as potential future exposure, stress testing, and wrong way risk.
+ Develop product-specific analytics to measure and monitor risk calculations.
+ Coordinate efforts across teams and lines of business to enhance existing credit and market risk analysis tools.
+ Perform quantitative modeling by utilizing advanced quantitative techniques and tools of statistical analysis, econometrics, predictive modeling, linear regressions, and Machine Learning.
+ Analyze and evaluate large and complex economic and financial datasets with analytical tools of Python, SQL, and R.
+ Utilize Python, PySpark, and SQL to conduct data analysis, estimate model coefficients, run simulations, and aggregate the model results to generate comprehensive model outputs and benchmarks.
+ Leverage data analytics and visualization tools including Tableau, Alteryx, R, and Jupyter Notebook to build easy-access analytical capabilities and insightful reporting for the management.
+ Utilize Latex to produce technical reports of publication quality with academic rigor and comprehensive risk coverage to support internal reviews and assess with stakeholders.
+ Remote work may be permitted within a commutable distance from the worksite.
**Required Skills & Experience**
+ Master's degree or equivalent in Business Analytics, Mathematical Economics, Technology (any), Engineering, Statistics or related: and
+ 1 year of experience in the job offered or a related Quantitative occupation.
+ Must include 1 year of experience in:
+ Performing quantitative modeling by utilizing advanced quantitative techniques and tools of statistical analysis, econometrics, predictive modeling, linear regressions, and Machine Learning;
+ Analyzing and evaluating large and complex economic and financial datasets with analytical tools of Python, SQL, and R;
+ Utilizing Python, PySpark, and SQL to conduct data analysis, estimate model coefficients, run simulations, and aggregate the model results to generate comprehensive model outputs and benchmarks;
+ Leveraging data analytics and visualization tools including Tableau, Alteryx, R, and Jupyter Notebook to build easy-access analytical capabilities and insightful reporting for the management; and,
+ Utilizing Latex to produce technical reports of publication quality with academic rigor and comprehensive risk coverage to support internal reviews and assess with stakeholders.
If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number.
EMPLOYER: Bank of America N.A.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Easy ApplyQuantitative Finance Analyst
Charlotte, NC jobs
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 Description:
This job is responsible for conducting quantitative analytics and modeling projects for specific business units or risk types. Key responsibilities include developing new models, analytic processes, or systems approaches, creating technical documentation for related activities, and working with Technology staff in the design of systems to run models developed. Job expectations include having a broad knowledge of financial markets and products.
Responsibilities:
* Performs end-to-end market risk stress testing including scenario design, scenario implementation, results consolidation, internal and external reporting, and analyzes stress scenario results to better understand key drivers
* Supports the planning related to setting quantitative work priorities in line with the bank's overall strategy and prioritization
* Identifies continuous improvements through reviews of approval decisions on relevant model development or model validation tasks, critical feedback on technical documentation, and effective challenges on model development/validation
* Supports model development and model risk management in respective focus areas to support business requirements and the enterprise's risk appetite
* Supports the methodological, analytical, and technical guidance to effectively challenge and influence the strategic direction and tactical approaches of development/validation projects and identify areas of potential risk
* Works closely with model stakeholders and senior management with regard to communication of submission and validation outcomes
* Performs statistical analysis on large datasets and interprets results using both qualitative and quantitative approaches
Overview of Global Risk Analytics (GRA) and Enterprise Independent Testing (EIT)
Bank of America Merrill Lynch has an opportunity for a Quantitative Financial Analyst within our Global Risk Analytics (GRA) function. Global Risk Analytics (GRA) and Enterprise Independent Testing (EIT) are sub-lines of business within Global Risk Management (GRM). Collectively, they are responsible for developing a consistent and coherent set of models, analytical tools, and tests for effective risk and capital measurement, management and reporting across Bank of America. GRA and EIT partner with the Lines of Business and Enterprise functions to ensure the capabilities it builds address both internal and regulatory requirements, and are responsive to the changing nature of portfolios, economic conditions, and emerging risks. In executing its activities, GRA and EIT drive innovation, process improvement and automation.
Overview of Consumer Model Development
The Consumer Model Development & Operations (CMDO) team is part of Global Risk Analytics. It provides quantitative solutions to enable effective risk and capital management across the Retail and Global Wealth & Investments Management (GWIM) lines of business. The team places strong emphasis on delivering world class quantitative solutions for Front Line Unit (FLU) model owners and stakeholders through a disciplined and iterative development process. The team has responsibilities across a number of areas:
* Quantitative Modeling - Develop and maintain risk and capital Models and Model Systems across Retail and GWIM product lines. Models and Model Systems provide insight into many risk areas, including loan default, exposure at default (EAD), loss given default (LGD), delinquency, prepayment, balances, pricing, risk appetite, revenues and cash flows.
* Quantitative Solutions Engineering - Architect, implement, maintain, improve and integrate quantitative solutions on strategic GRA platforms. Outputs include GRA libraries that perform consumer risk model calculations, analytical tools, processes and documentation. Partner in defining, adopting, and executing GRA's technical strategy.
* Risk and Capital Management Capabilities - Build best in class quantitative solutions that enable the Retail and GWIM lines of business to effectively manage risk and capital, through the application of the disciplined BAU development process that includes extensive interaction with the FLU model owners and stakeholders throughout the quantitative lifecycle.
* Infrastructure - Partner in driving forward the infrastructure to support the goals of GRA through code efficiencies, and expansion of quantitative capabilities to better leverage infrastructure and computational resources.
* Documentation - Deliver concise, quantitative documentation to inform stakeholders, meet policy requirements, and enable successful engagement in regulatory exams (e.g., CCAR, CECL) via automated, modularized, and standardized documentation and presentations.
The Quantitative Finance Analyst will interact with a wide variety of stakeholders including risk managers, model developers, operations, technology, finance, and capital.
The main responsibilities will involve:
* Software development: implement, maintain, improve and integrate quantitative solutions on strategic GRA platforms. Development takes place almost entirely in Python, with some C++ for high performance components.
* Maintain code quality through best practices, unit testing and code quality automation.
* Understand the whole product, its modules, and the interrelationship between them, while being an expert in the assigned component or module.
* Possess advanced domain knowledge and show great customer focus. Leverage skills in methodologies and build, release, and deployment processes.
* Partner in defining, adopting, and executing GRA's technical strategy.
* Identify and apply new software development techniques to support enhanced granularity of risk management capabilities. Employ elevated intellectual curiosity and an acute sense of innovation.
* Elevated intellectual curiosity with acute sense of innovation to identify and apply new statistical and econometric techniques to support enhanced granularity of risk management capabilities
* Articulating the overall holistic picture of model performance, with clear conclusions regarding accuracy and remediation areas as required
Minimum Education Requirement: Master's degree in related field or equivalent work experience
Required Qualifications: Successful candidates will have a minimum 5 years relevant experience and will possess the following skills:
* Strong Python software development skills
* Familiar with software design principles: separation of concerns, single responsibility, DRY, etc.
* Understanding of algorithms and data structures
* Experience with Linux operating system and command line tools
* Experience with version control systems, i.e., Git
* Knowledge of SQL
* Strong communication skills and ability to effectively communicate quantitative topics to technical and non-technical audiences
* Strong team player able to seamlessly transition between contributing individually and collaborating on team projects; Understands that individual actions may require input from manager or peers; Knows when to include others
* Experience implementing models into various production environments
* Demonstrated leadership skills; Ability to exert broad influence among peers
* Strategic thinker that can understand complex business challenges and potential solutions
* Sees the broader picture and is able to identify new methods for doing things
* Ability to work in a large, complex organization, and influence various stakeholders and partners
* Ability to work in a highly controlled and audited environment
* Exceptional programming skills in high performance python
* Exceptional Terabyte-scale Spark programming and optimization
Desired Qualifications: The ideal candidate will possess the following skills and experience:
* GRA Core Platform (GCP) experience
* Familiar with systems architecture concepts: service based, layered, microservices, scalability patterns
* Experience with engineering complex, multifaceted processes that span across teams; Able to document process steps, inputs, outputs, requirements, identify gaps and improve workflow
* Experience creating, optimizing, and debugging software solutions deployed into distributed computing environments (experience with Spark is a plus)
* Familiar with use of vectorization and data locality concepts to optimize software efficiency
* Experience with high performance Python libraries, i.e., Numpy, Numba, Cython
* Experience with LaTeX
* Familiarity with SDLC tools: unit testing libraries, Jira, Jenkins
* Consumer Financial Product Industry experience
Skills:
* Critical Thinking
* Quantitative Development
* Risk Analytics
* Risk Modeling
* Technical Documentation
* Adaptability
* Collaboration
* Problem Solving
* Risk Management
* Test Engineering
* Data Modeling
* Data and Trend Analysis
* Process Performance Measurement
* Research
* Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
CFO Quantitative Finance Analyst - Non-Registered (Infrastructure)
Charlotte, NC jobs
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 Description:
This job is responsible for conducting quantitative analytics and modeling projects for specific business units or risk types. Key responsibilities include developing new models, analytic processes, or systems approaches, creating technical documentation for related activities, and working with Technology staff in the design of systems to run models developed. Job expectations include having a broad knowledge of financial markets and products.
The Senior Technology Infrastructure Systems Administrator must be a self-starter with strong Linux & Netapp Storage skills who is comfortable working hands-on with with critical trading systems. This position will work with a team responsible for architecting, building & maintaining a heterogeneous technology platform, including, but not limited to, Linux compute clusters & NetaApp filers.
Responsibilities:
* Performs end-to-end market risk stress testing including scenario design, scenario implementation, results consolidation, internal and external reporting, and analyzes stress scenario results to better understand key drivers
* Supports the planning related to setting quantitative work priorities in line with the bank's overall strategy and prioritization
* Identifies continuous improvements through reviews of approval decisions on relevant model development or model validation tasks, critical feedback on technical documentation, and effective challenges on model development/validation
* Supports model development and model risk management in respective focus areas to support business requirements and the enterprise's risk appetite
* Supports the methodological, analytical, and technical guidance to effectively challenge and influence the strategic direction and tactical approaches of development/validation projects and identify areas of potential risk
* Works closely with model stakeholders and senior management with regard to communication of submission and validation outcomes
* Performs statistical analysis on large datasets and interprets results using both qualitative and quantitative approaches
Required Qualifications:
* Minimum of 5 years' strong experience with RedHat Linux
* Experience with Netapp NAS storage
* Scripting and automation experience
* Ability to work well in a cooperative, time-sensitive, market-driven environment
* Ability to manage multiple priorities with minimal supervision
* Analytical skills, critical thinking and strong desire to learn
Desired Qualifications:
* Bachelor's or Master's degree (preferably in Information Technology, Computer Science)
* Working knowledge of general bank policies, programs, and procedures
* Big Data, Data Management & Data Analytic experience: SAS, Hadoop, Vertica, Spark, Oracle DB, SQL DB
Skills:
* Critical Thinking
* Quantitative Development
* Risk Analytics
* Risk Modeling
* Technical Documentation
* Adaptability
* Collaboration
* Problem Solving
* Risk Management
* Test Engineering
* Data Modeling
* Data and Trend Analysis
* Process Performance Measurement
* Research
* Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
Quantitative Finance Analyst
Charlotte, NC jobs
Charlotte, North Carolina, United States;Atlanta, Georgia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************************
**:**
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 Description:**
This job is responsible for conducting quantitative analytics and modeling projects for specific business units or risk types. Key responsibilities include developing new models, analytic processes, or systems approaches, creating technical documentation for related activities, and working with Technology staff in the design of systems to run models developed. Job expectations include having a broad knowledge of financial markets and products.
**Responsibilities:**
+ Performs end-to-end market risk stress testing including scenario design, scenario implementation, results consolidation, internal and external reporting, and analyzes stress scenario results to better understand key drivers
+ Supports the planning related to setting quantitative work priorities in line with the bank's overall strategy and prioritization
+ Identifies continuous improvements through reviews of approval decisions on relevant model development or model validation tasks, critical feedback on technical documentation, and effective challenges on model development/validation
+ Supports model development and model risk management in respective focus areas to support business requirements and the enterprise's risk appetite
+ Supports the methodological, analytical, and technical guidance to effectively challenge and influence the strategic direction and tactical approaches of development/validation projects and identify areas of potential risk
+ Works closely with model stakeholders and senior management with regard to communication of submission and validation outcomes
+ Performs statistical analysis on large datasets and interprets results using both qualitative and quantitative approaches
**Overview of Global Risk Analytics (GRA) and Enterprise Independent Testing (EIT)**
Bank of America Merrill Lynch has an opportunity for a Quantitative Financial Analyst within our Global Risk Analytics (GRA) function. Global Risk Analytics (GRA) and Enterprise Independent Testing (EIT) are sub-lines of business within Global Risk Management (GRM). Collectively, they are responsible for developing a consistent and coherent set of models, analytical tools, and tests for effective risk and capital measurement, management and reporting across Bank of America. GRA and EIT partner with the Lines of Business and Enterprise functions to ensure the capabilities it builds address both internal and regulatory requirements, and are responsive to the changing nature of portfolios, economic conditions, and emerging risks. In executing its activities, GRA and EIT drive innovation, process improvement and automation.
**Overview of Consumer Model Development**
The Consumer Model Development & Operations (CMDO) team is part of Global Risk Analytics. It provides quantitative solutions to enable effective risk and capital management across the Retail and Global Wealth & Investments Management (GWIM) lines of business. The team places strong emphasis on delivering world class quantitative solutions for Front Line Unit (FLU) model owners and stakeholders through a disciplined and iterative development process. The team has responsibilities across a number of areas:
+ Quantitative Modeling - Develop and maintain risk and capital Models and Model Systems across Retail and GWIM product lines. Models and Model Systems provide insight into many risk areas, including loan default, exposure at default (EAD), loss given default (LGD), delinquency, prepayment, balances, pricing, risk appetite, revenues and cash flows.
+ Quantitative Solutions Engineering - Architect, implement, maintain, improve and integrate quantitative solutions on strategic GRA platforms. Outputs include GRA libraries that perform consumer risk model calculations, analytical tools, processes and documentation. Partner in defining, adopting, and executing GRA's technical strategy.
+ Risk and Capital Management Capabilities - Build best in class quantitative solutions that enable the Retail and GWIM lines of business to effectively manage risk and capital, through the application of the disciplined BAU development process that includes extensive interaction with the FLU model owners and stakeholders throughout the quantitative lifecycle.
+ Infrastructure - Partner in driving forward the infrastructure to support the goals of GRA through code efficiencies, and expansion of quantitative capabilities to better leverage infrastructure and computational resources.
+ Documentation - Deliver concise, quantitative documentation to inform stakeholders, meet policy requirements, and enable successful engagement in regulatory exams (e.g., CCAR, CECL) via automated, modularized, and standardized documentation and presentations.
The Quantitative Finance Analyst will interact with a wide variety of stakeholders including risk managers, model developers, operations, technology, finance, and capital.
The main responsibilities will involve:
+ Software development: implement, maintain, improve and integrate quantitative solutions on strategic GRA platforms. Development takes place almost entirely in Python, with some C++ for high performance components.
+ Maintain code quality through best practices, unit testing and code quality automation.
+ Understand the whole product, its modules, and the interrelationship between them, while being an expert in the assigned component or module.
+ Possess advanced domain knowledge and show great customer focus. Leverage skills in methodologies and build, release, and deployment processes.
+ Partner in defining, adopting, and executing GRA's technical strategy.
+ Identify and apply new software development techniques to support enhanced granularity of risk management capabilities. Employ elevated intellectual curiosity and an acute sense of innovation.
+ Elevated intellectual curiosity with acute sense of innovation to identify and apply new statistical and econometric techniques to support enhanced granularity of risk management capabilities
+ Articulating the overall holistic picture of model performance, with clear conclusions regarding accuracy and remediation areas as required
**Minimum Education Requirement:** Master's degree in related field or equivalent work experience
**Required Qualifications:** Successful candidates will have a minimum 5 years relevant experience and will possess the following skills:
+ Strong Python software development skills
+ Familiar with software design principles: separation of concerns, single responsibility, DRY, etc.
+ Understanding of algorithms and data structures
+ Experience with Linux operating system and command line tools
+ Experience with version control systems, i.e., Git
+ Knowledge of SQL
+ Strong communication skills and ability to effectively communicate quantitative topics to technical and non-technical audiences
+ Strong team player able to seamlessly transition between contributing individually and collaborating on team projects; Understands that individual actions may require input from manager or peers; Knows when to include others
+ Experience implementing models into various production environments
+ Demonstrated leadership skills; Ability to exert broad influence among peers
+ Strategic thinker that can understand complex business challenges and potential solutions
+ Sees the broader picture and is able to identify new methods for doing things
+ Ability to work in a large, complex organization, and influence various stakeholders and partners
+ Ability to work in a highly controlled and audited environment
+ Exceptional programming skills in high performance python
+ Exceptional Terabyte-scale Spark programming and optimization
**Desired Qualifications:** The ideal candidate will possess the following skills and experience:
+ GRA Core Platform (GCP) experience
+ Familiar with systems architecture concepts: service based, layered, microservices, scalability patterns
+ Experience with engineering complex, multifaceted processes that span across teams; Able to document process steps, inputs, outputs, requirements, identify gaps and improve workflow
+ Experience creating, optimizing, and debugging software solutions deployed into distributed computing environments (experience with Spark is a plus)
+ Familiar with use of vectorization and data locality concepts to optimize software efficiency
+ Experience with high performance Python libraries, i.e., Numpy, Numba, Cython
+ Experience with LaTeX
+ Familiarity with SDLC tools: unit testing libraries, Jira, Jenkins
+ Consumer Financial Product Industry experience
**Skills:**
+ Critical Thinking
+ Quantitative Development
+ Risk Analytics
+ Risk Modeling
+ Technical Documentation
+ Adaptability
+ Collaboration
+ Problem Solving
+ Risk Management
+ Test Engineering
+ Data Modeling
+ Data and Trend Analysis
+ Process Performance Measurement
+ Research
+ Written Communications
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Quantitative Financial Analyst
Charlotte, NC jobs
New York, New York;Atlanta, Georgia; Newark, Delaware; Charlotte, North Carolina; Dallas, Texas; Pennington, New Jersey; Wilmington, Delaware **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.**
Acknowledge (***************************************************************************************************
**:**
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 Description:**
This job is responsible for conducting auditing activities of model risk management across the company and for specific business units or control functions. Key responsibilities include leading the audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management. Job expectations may include the ability to influence management's strategic direction and actions to strengthen the model risk control environment.
**Responsibilities:**
+ Conducts audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management.
+ Performs review of model development analysis and on-going model performance testing to assess the conceptual soundness of the model methodology, reasonableness of the model assumptions and the completeness and accuracy of the model testing.
+ Conducts review the model validation analysis to assess the effectiveness of the model validation process. Assesses the completeness and reasonableness of the model assumptions, limitations and independent model testing.
+ Provides insightful challenges to management, identifies control deficiencies or enhancement opportunities, conducts root cause investigation, documents and reports audit findings.
+ Works closely with teammates from multiple internal audit teams to ensure a comprehensive coverage of model uses across the various lines of business of control functions.
+ Works closely with model stakeholders and senior management with regard to communication of audit assessment outcomes.
**Required Qualifications:**
+ Bachelor's Degree or above in a quantitative discipline such as Mathematics, Statistics, Finance, Economics, Engineering, or Science
+ 5+ years of industry experience relating to financial modelling and model uses, particularly in trading models, market risk models and Counterparty Credit Risk models
+ Familiar with regulations and regulatory guidance on model risk management
**Desired Qualifications:**
+ Master's degree or above
+ Prior auditing background preferred
**Skills:**
+ Critical Thinking
+ QuantitativeDevelopment/Validation
+ Risk Analytics
+ Risk Modeling
+ Technical Documentation
+ Collaboration
+ Problem Solving
+ Risk Management
+ Data Modeling and Trend Analysis
+ Written Communications
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
CFO Quantitative Finance Analyst - Non-Registered (Infrastructure)
Charlotte, NC jobs
Atlanta, Georgia;Charlotte, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (****************************************************************************************************************************************
**:**
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 Description:**
This job is responsible for conducting quantitative analytics and modeling projects for specific business units or risk types. Key responsibilities include developing new models, analytic processes, or systems approaches, creating technical documentation for related activities, and working with Technology staff in the design of systems to run models developed. Job expectations include having a broad knowledge of financial markets and products.
The Senior Technology Infrastructure Systems Administrator must be a self-starter with strong Linux & Netapp Storage skills who is comfortable working hands-on with with critical trading systems. This position will work with a team responsible for architecting, building & maintaining a heterogeneous technology platform, including, but not limited to, Linux compute clusters & NetaApp filers.
**Responsibilities:**
+ Performs end-to-end market risk stress testing including scenario design, scenario implementation, results consolidation, internal and external reporting, and analyzes stress scenario results to better understand key drivers
+ Supports the planning related to setting quantitative work priorities in line with the bank's overall strategy and prioritization
+ Identifies continuous improvements through reviews of approval decisions on relevant model development or model validation tasks, critical feedback on technical documentation, and effective challenges on model development/validation
+ Supports model development and model risk management in respective focus areas to support business requirements and the enterprise's risk appetite
+ Supports the methodological, analytical, and technical guidance to effectively challenge and influence the strategic direction and tactical approaches of development/validation projects and identify areas of potential risk
+ Works closely with model stakeholders and senior management with regard to communication of submission and validation outcomes
+ Performs statistical analysis on large datasets and interprets results using both qualitative and quantitative approaches
**Required Qualifications:**
+ Minimum of 5 years' _strong experience_ with RedHat Linux
+ Experience with Netapp NAS storage
+ Scripting and automation experience
+ Ability to work well in a cooperative, time-sensitive, market-driven environment
+ Ability to manage multiple priorities with minimal supervision
+ Analytical skills, critical thinking and strong desire to learn
**Desired Qualifications:**
+ Bachelor's or Master's degree (preferably in Information Technology, Computer Science)
+ Working knowledge of general bank policies, programs, and procedures
+ Big Data, Data Management & Data Analytic experience: SAS, Hadoop, Vertica, Spark, Oracle DB, SQL DB
**Skills:**
+ Critical Thinking
+ Quantitative Development
+ Risk Analytics
+ Risk Modeling
+ Technical Documentation
+ Adaptability
+ Collaboration
+ Problem Solving
+ Risk Management
+ Test Engineering
+ Data Modeling
+ Data and Trend Analysis
+ Process Performance Measurement
+ Research
+ Written Communications
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Lead Market Risk Officer - Corporate and Investment Banking Risk
Charlotte, NC jobs
About this role:
Wells Fargo is seeking a Lead Market Risk Officer for the Market Risk Cross Functional Oversight team withing the Corporate Market Risk Group (CMRG). In addition to trading desk oversight, the Cross Functional Oversight team is responsible for managing major risk initiatives, reporting solutions and oversight of processes that involve multiple product areas in CMRG, including Profit and Loss Attribution (PLA).
In this role, you will:
Provide PLA oversight with significant exposure across the various trading desks, Market Risk Oversight (MRO), and support functions such as business management, control teams, compliance and internal audit
Partner effectively with Business Stakeholders, Sales & Trading, Technology, and Project Management teams
Deliver high-quality, scalable, reconciliation and reporting processes
Develop robust documentation of the PLA oversight process
Act as an advisor to senior leadership to develop or influence analytical strategies for highly complex business and technical needs
Lead the strategy and resolution of highly complex and unique challenges requiring analytical application of industry techniques and advanced data from multiple sources across the enterprise
Enhance and maintain Risk Theoretical Profit and Loss (RTPL) comparison frameworks across trading businesses
Validate model inputs and outputs used in RTPL
Ensure consistency and traceability in attribution methodologies
Automate reconciliation processes and support continued GUI development for RTPL vs. FO PLA and sensitivity comparisons
Contribute to remediation sustainability and audit readiness
Monitor daily clean P&L and attribution metrics and threshold breaches across trading desks
Review and challenge adjustments caused by position change, cash flows, fees/commissions, theta and other drivers of unexplained P&L
Review and escalate Volcker Management Triggers (VMTs) in accordance with policy
Provide credible challenge and sign-off on attribution components prior to external delivery
Support quarterly reviews and issue identification across business units
Collaborate with trading desks, middle office teams and finance teams to resolve attribution anomalies
Required Qualifications:
5+ years of experience in one or a combination of the following: trading, desk analyst, Capital Markets, market risk, interest rate risk or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Strong hands-on coding experience in Python, and SQL
Demonstrated proficiency with business intelligence tools such as Excel and Power BI
Deep understanding of derivative pricing models and risk measurement calculations such as Value-at-Risk (VaR), stress scenarios and risk factor sensitivities
Advanced degree in Computer Science, Computational Finance, Mathematics, or a related technical field
Excellent verbal, written, and interpersonal communication skills
Ability to work independently, meet deadlines and work under pressure in a dynamic and fast-paced working environment
Familiarity with Volcker and Market Risk Capital PLA requirements
Posting Locations:
550 S. Tryon Street - Charlotte, North Carolina
Job Expectations:
Required location listed above. Relocation assistance is not available for this position.
This position currently offers a hybrid work schedule.
This position is not eligible for VISA sponsorship.
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Posting End Date:
3 Dec 2025
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Financial Solutions Advisor I - North Charlotte Market
Greensboro, NC jobs
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!
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
We'll help you
* Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
* Get training and one-on-one coaching from Academy managers who are invested in your success.
* Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
* Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
* Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
* Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
* Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications:
* Aptitude in obtaining required industry licenses.
* Must be self-disciplined in managing time and capacity.
* Experience in cultivating client relationships, accessing needs and recommending solutions.
* Success creating strong peer relationships through effective communication and collaboration.
* Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
* Executes multiple tasks simultaneously.
* Learns and adapts to new technology or applications.
Desired Qualifications:
* Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
Skills:
* Advisory
* Account Management
* Client Experience Branding
* Customer and Client Focus
* Oral Communications
* Issue Management
* Client Solutions Advisory
* Pipeline Management
* Active Listening
* Attention to Detail
* Risk Management
* Policies, Procedures, and Guidelines
* Client Management
* Causation Analysis
* Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Schedule: Monday - Fridays and rotating Saturdays
Shift:
1st shift (United States of America)
Hours Per Week:
40
Financial Solutions Advisor II - Greensboro Area
Greensboro, NC jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver 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 Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
* Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
* Recommends banking and investments strategies that align with client financial goals and needs
* Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
* Mitigates and controls risk as part of daily activities
* Identifies and engages potential new clients through referrals or financial center clientele
* Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Schedule:
* Monday - Fridays and rotating Saturdays
Required Qualifications:
* Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
* Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
* Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
* Sets and accomplishes goals, achieving whatever you put your mind to.
* Builds and nurtures strong relationships.
* Collaborates effectively with others to get things done.
* Communicates effectively and confidently and is comfortable engaging all clients.
* Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
* Likes to learn, adapts to new information and seeks the right solutions for clients.
* Efficiently manages your time and capacity.
* Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
* Strong computer skills with an ability to multitask in a demanding environment.
* At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
* Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
* Obtained your insurance licenses.
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
Skills:
* Advisory
* Account Management
* Client Experience Branding
* Customer and Client Focus
* Oral Communications
* Issue Management
* Client Solutions Advisory
* Pipeline Management
* Active Listening
* Attention to Detail
* Risk Management
* Policies, Procedures, and Guidelines
* Client Management
* Causation Analysis
* Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)
Charlotte, NC jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products.
This role is responsible for phone-based service to relationship role where the representative is expected to take 20 to 30 inbound service calls daily to solve for financial needs. These individuals are trained on managed products, trading in self- directed accounts, chat functionality and 529 products over a 12-month timeframe. During these interactions with our clients, these individuals will have opportunities to deepen relationships by referring clients to specialized sales teams. The role acts as a central entry point into a fully licensed financial services career.
An Investment Specialist Trainee (responsibilities):
* Identifies clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
* Receives training through the licensing/study program, ultimately earning SIE, S7 and S66 certifications
* Focuses daily on service to sales with existing Merrill clients
* Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals
You're the kind of person that (required skills):
* Is client-focused with a passion for excellence and a positive team attitude.
* Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance -based environment.
* Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams.
* Is an effective communicator with an aptitude for sales and relationship management
* Has strong computer skills
* Is prepared to pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66.
* Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication.
* Is ambitious, disciplined, hardworking, resilient and willing to learn.
You'll be even more prepared if you have (desired skills):
* A bachelor's degree, or 1-2 years of experience in a performance-based environment.
* The Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7, and/or the Series 66 licenses.
* Leadership capabilities.
* For internal employees; participation in a work from home posture does not make you ineligible to post.
Skills Used in this Role:
* Establishing Trust
* Customer Service
* Overcoming Objections
* Consulting
* Risk Management
* Organization
* Critical Thinking
* Conflict Resolution
* Building Rapport
* Active Listening
* Customer Focus
* Analytical Thinking
Additional Skills:
* Attention to Detail
* Critical Thinking
* Customer and Client Focus
* Oral Communications
* Prioritization
* Active Listening
* Decision Making
* Emotional Intelligence
* Result Orientation
* Written Communications
* Account Management
* Adaptability
* Client Experience Branding
* Coaching
* Referral Identification
Shift:
1st shift (United States of America)
Hours Per Week:
40
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)
Charlotte, NC jobs
Charlotte, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
**Job Description:**
This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products.
This role is responsible for phone-based service to relationship role where the representative is expected to take 20 to 30 inbound service calls daily to solve for financial needs. These individuals are trained on managed products, trading in self- directed accounts, chat functionality and 529 products over a 12-month timeframe. During these interactions with our clients, these individuals will have opportunities to deepen relationships by referring clients to specialized sales teams. The role acts as a central entry point into a fully licensed financial services career.
**An Investment Specialist Trainee (responsibilities):**
- Identifies clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
- Receives training through the licensing/study program, ultimately earning SIE, S7 and S66 certifications
- Focuses daily on service to sales with existing Merrill clients
- Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals
**You're the kind of person that (required skills):**
- Is client-focused with a passion for excellence and a positive team attitude.
- Is self-motivated, goal-oriented, andhas the ability tomultitask in a fast moving, performance -based environment.
- Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams.
- Is an effective communicator with an aptitude for sales and relationship management
- Has strong computer skills
- Is prepared to pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66.
- Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication.
- Is ambitious, disciplined, hardworking, resilient and willing to learn.
**You'll be even more prepared if you have (desired skills):**
- A bachelor's degree, or 1-2 years of experience in a performance-based environment.
- The Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7, and/or the Series 66 licenses.
- Leadership capabilities.
-For internal employees; participation in a work from home posture does not make you ineligible to post.
**Skills Used in this Role:**
- Establishing Trust
- Customer Service
- Overcoming Objections
- Consulting
- Risk Management
- Organization
- Critical Thinking
- Conflict Resolution
- Building Rapport
- Active Listening
- Customer Focus
- Analytical Thinking
**Additional Skills:**
-Attention to Detail
-Critical Thinking
-Customer and Client Focus
-Oral Communications
-Prioritization
-Active Listening
-Decision Making
-Emotional Intelligence
-Result Orientation
-Written Communications
-Account Management
-Adaptability
-Client Experience Branding
-Coaching
-Referral Identification
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Financial Solutions Advisor I - North Charlotte Market
Winston-Salem, NC jobs
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!
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
We'll help you
* Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
* Get training and one-on-one coaching from Academy managers who are invested in your success.
* Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
* Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
* Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
* Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
* Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications:
* Aptitude in obtaining required industry licenses.
* Must be self-disciplined in managing time and capacity.
* Experience in cultivating client relationships, accessing needs and recommending solutions.
* Success creating strong peer relationships through effective communication and collaboration.
* Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
* Executes multiple tasks simultaneously.
* Learns and adapts to new technology or applications.
Desired Qualifications:
* Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
Skills:
* Advisory
* Account Management
* Client Experience Branding
* Customer and Client Focus
* Oral Communications
* Issue Management
* Client Solutions Advisory
* Pipeline Management
* Active Listening
* Attention to Detail
* Risk Management
* Policies, Procedures, and Guidelines
* Client Management
* Causation Analysis
* Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Schedule: Monday - Fridays and rotating Saturdays
Shift:
1st shift (United States of America)
Hours Per Week:
40
Financial Solutions Advisor II - Greensboro Area
Winston-Salem, NC jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver 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 Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
* Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
* Recommends banking and investments strategies that align with client financial goals and needs
* Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
* Mitigates and controls risk as part of daily activities
* Identifies and engages potential new clients through referrals or financial center clientele
* Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Schedule:
* Monday - Fridays and rotating Saturdays
Required Qualifications:
* Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
* Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
* Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
* Sets and accomplishes goals, achieving whatever you put your mind to.
* Builds and nurtures strong relationships.
* Collaborates effectively with others to get things done.
* Communicates effectively and confidently and is comfortable engaging all clients.
* Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
* Likes to learn, adapts to new information and seeks the right solutions for clients.
* Efficiently manages your time and capacity.
* Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
* Strong computer skills with an ability to multitask in a demanding environment.
* At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
* Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
* Obtained your insurance licenses.
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
Skills:
* Advisory
* Account Management
* Client Experience Branding
* Customer and Client Focus
* Oral Communications
* Issue Management
* Client Solutions Advisory
* Pipeline Management
* Active Listening
* Attention to Detail
* Risk Management
* Policies, Procedures, and Guidelines
* Client Management
* Causation Analysis
* Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40