Commercial Associate - Middle Market (Indianapolis, IN/Cleveland, OH)
Bank of America · Indianapolis, IN · 2 wk ago
SalesFull-time
Key Responsibilities
- Supports the analysis of market and industry data to uncover insights for client/prospect meetings, pitch books, and relationship reviews
- Collaborates with Market Executives, Relationship Managers, and team members across the bank to help prepare client presentations and support client deals
- Supports the coordination of clients/prospects and partners from product and deal teams throughout the course of a transaction
- Supports the delivery of new business analytics, monitors client activities, and performs portfolio optimization to identify and expand client relationships while maintaining and enhancing business opportunities
- Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
Required Qualifications
- Minimum of two years of professional or business experience
- Applies analytical thinking and financial modeling skills
- Demonstrates strong critical thinking and the ability to work independently
- Displays excellent written and verbal communication skills
- Possesses proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook)
- Maintains strong attention to detail and organizational skills
- Has strong interpersonal skills with the ability to work collaboratively in a team environment
- Understands and interprets corporate financial statements
Desired Qualifications
- Previously held an internship or entry-level role in financial services
- Bachelor’s degree in accounting, finance or related field or equivalent work experience
Skills
- Continuous Improvement
- Data Visualization
- Relationship Building
- Client Management
- Data and Trend Analysis
- Financial Analysis
- Project Management
- Referral Identification
- Business Development
- Client Solutions Advisory
- Market Analysis
- Pipeline Management
- Risk Management
Shift
1st shift (United States of America)
Hours Per Week
40