Global Principal Investment Analyst – Strategic & Sustainable Investments

Bank of America

. Evaluate and manage strategic and sustainable investments, including financial modeling, business and industry analysis, strategic assessment, risk evaluation, and transaction execution .

Posted 10/13/2026full-timeUnited StatesLead💰 $110,000 - $195,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial modeling, quantitative and qualitative analysis, and portfolio management, with a strong focus on process improvement and automation. Capable of producing executive-ready materials and leveraging analytical tools to drive investment performance and strategic decision-making.

Highest-signal resume keywords

Financial ModelingPortfolio ManagementData AnalyticsProcess ImprovementMicrosoft Excel

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Quantitative AnalysisQualitative AnalysisRisk EvaluationBusiness AnalysisAnalytical FrameworksInvestment AnalysisTransaction ExecutionPerformance MonitoringGovernance ProcessesAutomation Solutions

Soft Skills

Intellectual CuriosityAttention to DetailProblem-SolvingInitiativeCollaboration

Tools & Technologies

Microsoft PowerPointDashboardsAnalytical ToolsReporting Tools

Industry Keywords

Investment BankingManagement ConsultingFinancial PlanningRisk ManagementEquity Research

About the role

Key responsibilities & impact

Evaluate and manage strategic and sustainable investments, including financial modeling, business and industry analysis, strategic assessment, risk evaluation, and transaction execution
Support portfolio management, including performance monitoring, governance processes, risk identification, and maintenance of investment records and documentation
Build and maintain reporting, dashboards, and analytical tools for portfolio performance and investment activity
Identify opportunities to simplify workflows, strengthen controls, and carry improvements through implementation and adoption
Assist in developing and scaling automation, data, and AI solutions
Prepare executive-ready presentations, investment materials, management reporting, and governance updates
Work hands-on with financial information, data, systems, processes, and documentation as team priorities evolve

Requirements

What you’ll need

Minimum of 2 years of experience in a role requiring rigorous quantitative and qualitative analysis, including corporate strategy or development, management consulting, data analytics, equity research, investment banking, financial planning and analysis, or risk management
Demonstrated initiative, ownership, and ability to manage multiple priorities in a fast-paced, collaborative and highly controlled environment
Comfortable operating with limited structure, defining problems, and developing practical solutions
Intellectual curiosity, attention to detail and willingness to learn new businesses, industries, technologies, and processes
Strong analytical and problem-solving skills
Ability to work with large or imperfect data sets, identify actionable insights, and develop practical recommendations
Ability to use financial models and analytical frameworks to evaluate business performance, investment opportunities and portfolio outcomes
Advanced proficiency with Microsoft Excel and PowerPoint
Ability to produce accurate, clear and executive-ready analysis and materials
Experience in process improvement, automation, and deployment of tools to improve workflows while maintaining strong controls and risk awareness is preferred

Benefits

Comp & perks

Discretionary incentive eligible
Eligible to participate in the annual discretionary plan
Benefits eligible
Access to paid time off
Resources and support to employees