Jobs · Sales · Indiana

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

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