8 Financial Services jobs in Sydney

If you are passionate about working at the intersection of business and technology to transform the insurance indsutry across Australia & New Zealand - this is the role for you.
As an Account Executive in Microsoft Financial Services division, you will work with our largest insurance customers to use world leading technology to drive business transformation and the way we experience insurance during our moments that matter. This opportunity will allow you to work at the forefront of AI technology and build and deliver strategic partnerships that result in transformation of the way we experience insurance.
Microsoft's mission is to empower every person and every organization on the planet to achieve more. As employees we come together with a growth mindset, innovate to empower others, and collaborate to realize our shared goals. Each day we build on our values of respect, integrity, and accountability to create a culture of inclusion where everyone can thrive at work and beyond.
**Responsibilities**
+ Oversee complex accounts, leading planning and prioritization to ensure the right responses to evolving customer needs.
+ Build trust with customer executives by shaping long-term, mutually beneficial digital transformation strategies in partnership with key internal stakeholders.
+ Lead extended virtual teams and industry experts, applying best-in-class sales and communication techniques to influence and deliver outcomes.
+ Translate technical features into clear business impact and measurable outcomes that accelerate customers' digital transformation.
+ Develop compelling value propositions and tailored business plans that drive business outcomes, while identifying opportunities for upselling and cross-selling.
+ Stay ahead of market and industry trends by proactively engaging with a network of experts and maintaining deep competitive insight.
+ Act as a trusted advisor by understanding, documenting, and aligning solutions with the customer's strategic goals.
+ Drive AI-led transformation programs that deliver measurable results through strategic partnerships.
+ Build and manage a qualified, insight-driven pipeline through deep customer engagement.
+ Lead a connected Microsoft account team to deliver customer-aligned growth, amplifying impact through success stories that inspire and scale.
**Qualifications**
**Minimum Experience**
+ 6 years+ experience enterprise sales experience or consulting experience, driving digital transformation.
+ Demonstrated ability to lead and orchestrate cross-functional virtual teams to deliver business outcomes.
+ Established track record as a trusted advisor to senior executives, with strong relationship-building and stakeholder management skills.
**Preferred Experience**
+ Bachelor's Degree in Business, Technology, or related field
+ Background working with or within the Financial Services industry with relevant experience in consulting or technology.
Microsoft is an equal opportunity employer. Consistent with applicable law, all qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship, color, family or medical care leave, gender identity or expression, genetic information, immigration status, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran or military status, race, ethnicity, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable local laws, regulations and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application process, read more about requesting accommodations ( .

About the Role
At LexisNexis Regulatory Compliance, we're not just interpreting the law; we're transforming how organisations understand and meet their obligations through technology-driven innovation, legal expertise, and forward-looking regulatory insight.
We're looking for a legally qualified professional with a passion for the financial services sector, and an eye for detail and clarity, to lead the development of high-impact regulatory content. In this role, you'll sit at the intersection of law, innovation, and industry insight, shaping how some of Australia's largest businesses navigate an increasingly complex regulatory environment.
You'll take charge of developing, curating, and refining content within our Financial Services portfolio, ensuring it's current, practical, and tailored to meet the evolving needs of customers. You'll work closely with authors, compliance officers, consultants, and internal stakeholders across sales, marketing, and editorial.
This is an exceptional opportunity for a legally trained professional with a passion for content, regulation, and innovation to drive thought leadership, influence industry best practice, and help businesses stay compliant with confidence. If you have prior background in areas related to Financial Services, Banking, Insurance, Legal or corporate compliance, we would love to hear from you!
Reporting to the Pacific Content Manager, this is a permanent full-time remote role, with access to central CBD offices in Sydney, Melbourne, and Brisbane.
Responsibilities
+ Portfolio Ownership: Manage the content lifecycle for assigned regulatory modules-strategy, development, commissioning, restructuring, and decommissioning.
+ Thought Leadership: Stay ahead of legislative reform, case law, compliance trends, and sector developments.
+ Customer-Centric Development: Gather insights directly from customers (pre and post-sales) to shape content that is practical, relevant, and tailored for different industries.
+ Stakeholder Engagement: Cultivate and manage relationships with external contributors such as specialist lawyers, consultants, regulators, and professional bodies.
+ Sales & Marketing Enablement: Partner with internal teams to define product value propositions, support go-to-market plans, deliver training, and contribute to client presentations.
+ Revenue & Strategy: Support budgeting and revenue growth initiatives through new content proposals and adjacent market expansion.
+ Project Delivery: Drive authoring projects from initiation to delivery, ensuring quality and compliance standards are consistently met.
Requirements
+ University law degree or equivalent - legal and compliance education and experience preferred
+ 3+ years post-qualification experience (PQE), ideally in financial services, banking, insurance or legal/corporate compliance.
+ Demonstrated legal drafting and editing skills.
+ Strong understanding of how compliance content is used across legal and non-legal industries.
+ Prior experience in content/product development, publishing, or legal technology is desirable.
+ Strategic thinking with strong commercial acumen.
+ Excellent communication, stakeholder management, and project delivery skills.
+ Comfort working cross-functionally with marketing, finance, and sales teams.
+ Advanced proficiency in Microsoft Word, Excel, and PowerPoint.
Work in a way that works for you
We promote a healthy work/life balance across the organisation. We offer an appealing working prospect for our people. With numerous Wellbeing initiatives, Paid Parental leaves, Volunteering leaves, we will help you meet your immediate responsibilities and your long-term goals.
Working for you
We know that your wellbeing and happiness are key to a long and successful career. These are some of the benefits we are delighted to offer:
+ Optical Assistance
+ Life assurance and income protection
+ Option to buy additional Annual Leave days
+ Employee Assistance Program
+ Referral Bonus
+ Flexible working arrangements
+ Benefits for you and your family
+ Access to learning and development resources
About the business:
LexisNexis Legal & Professional® provides legal, regulatory, and business information and analytics that help customers increase their productivity, improve decision-making, achieve better outcomes, and advance the rule of law around the world. As a digital pioneer, the company was the first to bring legal and business information online with its Lexis® and Nexis® services.
If you're passionate about regulatory content and thrive in a fast-paced, collaborative environment, we want to hear from you!
To learn more about opportunities with LexisNexis or RELX Global, join us here:
now with your CV and cover letter outlining how your background aligns with the role.
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RELX is a global provider of information-based analytics and decision tools for professional and business customers, enabling them to make better decisions, get better results and be more productive.
Our purpose is to benefit society by developing products that help researchers advance scientific knowledge; doctors and nurses improve the lives of patients; lawyers promote the rule of law and achieve justice and fair results for their clients; businesses and governments prevent fraud; consumers access financial services and get fair prices on insurance; and customers learn about markets and complete transactions.
Our purpose guides our actions beyond the products that we develop. It defines us as a company. Every day across RELX our employees are inspired to undertake initiatives that make unique contributions to society and the communities in which we operate.

**Introduction**
As a member the Promontory Australia team at IBM you will contribute to the firm's efforts in working with clients on challenging strategic, risk management, and regulatory compliance issues.
Our team of specialists offers the following services across Prudential, Conduct and AML Regulation:
· Risk Management - Providing advisory and assurance services regarding organisational transformation across risk management, governance, culture, accountability and compliance.
· Remediation Services - Assurance to regulators and firms over customer focused remediation programs.
· Regulatory Framework - Advising regulators and industry associations on building regulatory frameworks.
· Regulatory Liaison - Helping our clients navigate relationships with regulators.
· RegTech - Working with IBM teams and leveraging their technology assets in advising clients on AI based solutions and associated risk governance.
We have a diverse client base in Australia, which includes some of Australia's largest financial institutions and clients drawn from the public sector.
As an Associate Consultant, you will be responsible for managing risk, regulatory and compliance engagements on a day-to-day basis, analysing complex problems, developing recommendations to address client issues and heavily involved in reports and other deliverables. A strong consulting background with experience in non-financial risk management (including operational risk and resilience) and or superannuation is preferable. You will also be expected to draw upon your insights and networks to identify business opportunities for IBM Promontory to pursue.
**Your role and responsibilities**
To be successful in this role a candidate must have the stature to engage effectively with clients and potential clients at all levels. The candidate will also need to inspire and work effectively with team members drawn from a range of technical disciplines. Interact comfortably with executive management across industry and regulatory authorities. Key responsibilities will include:
* Manage projects and act as client point of contact on a day-to-day basis contributing to engagements being delivered to budget and meeting profit and realisation targets.
* Undertake analysis as directed and take responsibility for the preparation of project deliverables, including reports and presentations.
* Interact comfortably with executive management of and regulatory authorities, generally with a Director or Senior Principal present.
* Strong analytical skills, oral skills, with demonstrated ability to communicate clearly, simply and logically.
* Strong written communication skills with, the ability to construct well-founded, clear, and concise analyses and recommendations.
* Ability to handle complex information, solve problems, and manage multiple tasks.
* Ability to work closely with, and communicate effectively with, clients and within all levels of the organisation.
· Strong commitment to integrity and ethics.
The candidate will also be required to build and retain relationships across the industry and to identify opportunities for further work. This includes the ability to establish and maintain positive relationships and contribute to teams that are motivated to succeed.
**Required technical and professional expertise**
· An undergraduate degree in either Accounting, Commerce, Finance, or Law - with postgraduate qualifications highly regarded.
· At demonstrated experience in Financial services, Consulting, Regulator, Compliance, Risk management, Governance or legal.
· Track record working in a fast-paced and unstructured environment with aptitude for identifying and developing innovative solutions to client challenges.
**Preferred technical and professional experience**
Analytics and data: Proven track record of successfully delivering highly analytical and data intensive work. Strong understanding of data governance and experience in working with large and unstructured datasets to draw meaningful and actionable insights and outcomes.
AI: A strong understanding of AI fundamentals, including AI governance, and model development and application.
Expert level capabilities in Excel (incl. advanced excel functionality and VBA / Macro development). Expert level capabilities in working with large datasets in SQL
IBM is committed to creating a diverse environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, caste, genetics, pregnancy, disability, neurodivergence, age, veteran status, or other characteristics. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

Why WWT?
At World Wide Technology, we work together to make a new world happen. Our important work benefits our clients and partners as much as it does our people and communities across the globe. WWT is dedicated to achieving its mission of creating a profitable growth company that is also a Great Place to Work for All. We achieve this through our world-class culture, generous benefits and by delivering cutting-edge technology solutions for our clients.
Founded in 1990, World Wide Technology (WWT) is a global technology solutions provider leading the AI and Digital Revolution. With more than $20 billion in annual revenue, WWT combines the power of strategy, execution and partnership to accelerate digital transformational outcomes for large public and private organisations. Through its Advanced Technology Centre, a collaborative ecosystem of the world's most advanced hardware and software solutions, WWT helps clients and partners conceptualise, test and validate innovative technology solutions for the best business outcomes and then deploys them at scale through its global warehousing, distribution and integration capabilities.
With over 10,000 employees and more than 55 locations around the world, WWT's culture, built on a set of core values and established leadership philosophies, has been recognised 13 years in a row by _Fortune_ and _Great Place to Work®_ for its unique blend of determination, innovation and creating a great place to work for all. With this culture at its foundation, WWT bridges the gap between business and technology to make a new world happen for its customers, partners and communities.
Want to work with highly motivated individuals on high-performance teams? Join WWT today!
We are looking for a Client Executive to join our Australia team.
What will you be doing?
The Client Executive's role is to develop and lead WWT's relationship with one or more strategic enterprise customers.
This role will involve establishing relationships at senior levels within your customer(s). You will be responsible for effectively selling WWT's advanced suite of solutions, services and capabilities across all levels of the customer, supported by an extended team of highly skilled individuals. You will also focus on driving the Strategic Account Planning and Execution. The role may require both domestic and international travel.
Responsibilities:
+ Lead the mission for WWT as an Executive Level sales professional for one or more strategic customers, by providing leadership to a team of sales professionals.
+ Drive sales achievement through a customer-centric approach to your business.
+ Provide accurate forecasting and execution on calculated areas within your account; assist team members with deal qualification and strategy to promote sales.
+ Expert-level strategic account planning, plan execution and competitive market positioning of WWT to ensure alignment of current and future business opportunities.
+ Work with various WWT team members, Technical Leadership and Directors on business solutions which will both enhance WWT's role with our customer as well as drive profitability.
+ Engage our company "Subject Matter Experts" to create integrated solutions that address customers' complex problems.
+ Ability to drive high-level to expert-level strategy meetings with complex and advanced designs.
Qualifications:
+ 7-12+ years' sales experience in a relevant industry and 7-10+ years of experience managing/leading a book of significant business.
+ Candidates must have a successful track record in sales.
+ Proven large account management with multiple business streams, cross-functional team utilisation and developing innovative business solutions solving complex business challenges for a customer. Proven P&L management experience is a plus.
+ Executive-level customer experience and current relationships are essential for success.
+ Experience with consultative services sales approach and/or disruptive technology is highly desired.
+ Understanding the diverse selling motions of Australian enterprise; including contracts and programmes and an ability to creatively identify traditional and non-traditional paths to market.
+ Outstanding communication and financial skills required.
+ Leadership experience a plus.
The well-being of WWT employees is essential. So, when it comes to our benefits package, WWT has one of the best. We offer the following benefits to all full-time employees:
+ Health and Wellbeing: Combined Health Insurance, Employee Assistance Program, Wellness program
+ Financial Benefits: Competitive pay, Profit Sharing, Life and Disability Insurance, Tuition Reimbursement
+ Paid Time Off: PTO & Holidays, Parental Leave, Sick Leave, Bereavement
We strive to create an environment where all employees are empowered to succeed based on their skills, performance, and dedication. Our goal is to cultivate a culture of belonging that encourages innovation, collaboration, and respect for all team members, ensuring that WWT remains a great place to work for All!
#LI-BL1
WWT will consider for employment, without regard to disability, a disabled applicant who satisfies the requisite skill, experience, education, and other job-related requirements of the job and is capable of performing the essential requirements of the job with or without reasonable accommodation. World Wide Technology is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, sex (including pregnancy), sexual orientation, gender identity, national origin, age, disability, veteran status, genetic information, or other characteristics protected by law. We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please call and ask for Human Resources.

Analyst, Infrastructure, Global Investment Banking
Sydney, Australia
**To proceed with your application, you must be at least 18 years of age.**
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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!
**Our Business**
Global Investment Banking focuses on building long-term relationships with large corporations, financial institutions and financial sponsors. We have cultivated a 'best in class' reputation by providing strong advisory expertise and capitalizing on powerful M&A, debt and equity product expertise to deliver integrated financial solutions.
The Infrastructure & Utilities practice provides strategic and event driven advisory services to clients globally across transport, infrastructure, power and utilities sectors. We advise infrastructure clients throughout their lifecycle, from development, construction, operations and monetisation. We also have strong connectivity with global infrastructure investors, pension funds and sovereign wealth funds.
Notable Australian and New Zealand transactions recently include:
+ Brookfield consortium's acquisition of AusNet Services
+ Powering Australia Renewables' (PowAR) acquisition of Tilt Renewables
+ The IPO of Dalrymple Bay Infrastructure
We require an Analyst to join the market leading Infrastructure & Utilities team as it continues to grow.
**Duties include**
+ Ability to operate as project / deal team lead, driving the work product and transaction processes
+ Participate in the execution of equity and debt financing and M&A transactions
+ Perform in-depth financial, valuation, product and industry analysis, and due diligence
+ Prepare pitch books, client presentations and help create live deal materials
+ Build financial / three-statement operating/ leveraged buyout models
+ Attend client meetings as you build your network and experience
+ Help to generate ideas and opportunities for new and existing clients
+ Learn from, and work with, teams consisting of professionals drawn from across the business, including senior bankers within your group, experts in other areas of the firm and colleagues from around the globe
**Requirements**
+ Investment Banking experience ideally within transport, infrastructure, power or utilities, or M&A
+ Outstanding academic achievement
+ Modelling experience and detailed market sector knowledge
+ Detailed oriented with strong quantitative and analytical skills
+ A bachelor's degree plus 1+ years of investment banking, corporate finance, M&A, modelling/valuation or consulting experience
+ Effective verbal and written communication
**Disclaimer:**
Apart from Bank of America, National Association, Australian Branch, none of Bank of America's legal entities are Authorized Deposit-taking Institutions authorized under the Banking Act 1959 of Australia nor regulated by the Australian Prudential Regulation Authority
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.
To view the "Know your Rights" poster, CLICK HERE ( .
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.

Analyst, Infrastructure, Global Investment Banking, Australia
Sydney, Australia
**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 ( 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!
**Our Business**
Global Investment Banking focuses on building long-term relationships with large corporations, financial sponsors / infrastructure funds, as well as emerging disruptive growth companies. We have cultivated a 'best in class' reputation by providing strong advisory expertise and capitalizing on powerful M&A, equity and debt (including leverage finance) product expertise to deliver integrated financial solutions.
The Infrastructure franchise provides strategic advisory and financing services to corporate clients, financial sponsors / infrastructure funds, as well as emerging disruptive growth companies. The team has been executing high profile transactions including advising TPG Telecom of the divestment of their fibre network to Vocus, Neoen on the sale of their Victorian portfolio to HMC, QIC/Future Fund/AGL on the acquisition of Tilt Renewables, Elliot Capital Partners on the divestment of Elliot Green Power, Brookfield's acquisition of Ausnet and TPG Telecom's divestment of mobile tower assets.
**Job Description**
+ Ability to operate as client/ project / deal team lead/team member, leading/supporting client relationships, driving the work product and transaction processes
+ Participate in the execution of M&A transactions and equity and debt financing
+ Perform in-depth financial, valuation, due diligence and industry analysis
+ Lead marketing presentations and live deal material
+ Participate in or lead client meetings
+ Generate ideas and opportunities for new and existing clients, across the sector
+ Train and mentor junior bankers (analysts) as they develop core investment banking skill sets
+ Work with teams consisting of professionals drawn from across the business, including other bankers within your group, experts in other areas of the firm and colleagues from around the globe
**Requirements:**
+ Investment Banking experience ideally in Infrastructure and M&A
+ Outstanding academic achievement
+ A bachelor's degree plus 4+ years of investment banking, corporate finance, M&A, modelling/valuation or consulting experience
+ Effective verbal and written communication skills
+ Ability to train and develop juniors
**Disclaimer:**
Apart from Bank of America, National Association, Australian Branch, none of Bank of America's legal entities are Authorized Deposit-taking Institutions authorized under the Banking Act 1959 of Australia nor regulated by the Australian Prudential Regulation Authority
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.
To view the "Know your Rights" poster, CLICK HERE ( .
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.

Senior Associate, Credit Analyst, Global Corporate & Investment Banking, Australia
Sydney, Australia
**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 ( 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!
**Our Line of Business:**
Enterprise Credit (EC) is a front-line function and part of the Global Banking and Markets organization at Bank of America. The EC team is responsible for underwriting credit solutions for large corporate and financial institutions clients. As a core member of the client team, EC partners with relationship and product teams including Corporate Banking, Investment Banking, Syndicated Finance, Global Treasury Services and Global Markets to drive revenue growth and manage risk in our credit portfolio.
**Description**
The Snr Associate will manage a portfolio of large corporate and financial institutions clients and are responsible for structuring, underwriting, negotiating, and monitoring financing solutions for their clients associated with syndicated loans, bridge financings, hedging, leasing, and treasury management products. The GCIB Australia portfolio consists of large multinational companies in sectors such as Airlines, Building Products, Construction & Engineering, Commercial Services, Energy, Healthcare, Infrastructure, Real Estate and Transportation in addition to Financial Institutions and select Private Equity investments. Credits in the portfolio are principally underwritten on a cash flow basis with a mix of investment grade and non-investment grade transactions. Responsibilities include but are not limited to:
+ Structuring, underwriting, negotiating, documenting, and managing credit risk associated with all banking products for a designated client portfolio.
+ Identifying opportunities to responsibly grow the loan portfolio.
+ Mitigating losses in deteriorating credits through amendments and restructurings.
+ Leading internal discussions and completing credit approval memorandums that summarize the merits and risks of a transaction based on due diligence findings, financial statement analysis, financial forecasting, assessments of terms and conditions, analysis of company and industry risks, and relationship profitability.
+ Negotiating legal documentation related to loans and derivatives.
+ Interfacing with internal control partners and external regulators.
+ Training and mentoring Credit Analysts and Associates.
**Required Skills**
+ 7 years' experience in commercial and / or corporate lending environment, with understanding of loans, trading & treasury products.
+ Strong credit risk analysis and conclusion-oriented analytical skills with ability to manage complex transactions.
+ Must be able to independently lead diligence efforts, make approval recommendations, negotiate loan documentation, and execute timely closings.
+ Able to soundly manage the portfolio and justify rationale for recommended transactions.
+ Strong organizational, oral, and written communication skills, with ability to communicate effectively with all levels of risk, support, and business partners.
+ Ability to manage multiple priorities - must be a team player.
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.
To view the "Know your Rights" poster, CLICK HERE ( .
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.