Vice President / Investment Banker

Company: Disability Solutions
Location: Palo Alto
Posted on: October 11, 2024

Job Description:

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. 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!RESPONSIBILITIES:

• Support the origination and execution of investment banking transaction mandates for large-cap corporate clients in the software and internet sector, including buy and sell-side M&A, inclusive of cross-border transactions, as well as capital markets processes, including debt and equity offerings.
• Collaborate with junior investment bankers including analysts and associates and liaise with other internal and external parties on client coverage, origination, and transaction execution. Draft and negotiate engagement letters, confidentiality agreements and other documents related to investment banking transactions.
• Attend and oversee client meetings with prospective buyers in sell-side M&A processes, including management presentations and due diligence.
• Support internal transaction and capital commitment committee processes including Fairness Committee, Equity Commitment Committee and Leveraged Finance Committee.
• Prepare industry analysis for clients to support their strategic positioning and help them explore strategic alternatives.
• Global bank/bulge bracket investment banking transactions within the Technology sector specifically in Software and Enterprise tech.
• Prepare financial analysis for companies globally, including detailed valuation analysis, LBO analysis, discounted cash flow, accretion and dilution, M&A and IPO pro forma analysis, comparative company analysis, and sum of the parts analysis.
• Conduct due diligence and prepare materials for clients in connection with M&A transactions, equity, and debt offerings.
• Prepare client presentation materials, internal approval memos, and marketing documents such as roadshow materials, confidential information memorandums, and rating agency presentations to execute transactions.
• Conduct research using FactSet, Capital IQ, Bloomberg and PitchBook to analyze market data and competitive dynamics.
• Remote work may be permitted within a commutable distance from the worksiteREQUIREMENTS:
  • Master's degree or equivalent in Business Administration, Finance, Economics, or related; and
  • 3 years of experience in the job offered or a related Finance occupation.
  • Must include 3 years of experience in each of the following:
  • Global bank/bulge bracket investment banking transactions within the Technology sector specifically in Software and Enterprise tech;
  • Preparing financial analysis for companies globally, including detailed valuation analysis, LBO analysis, discounted cash flow, accretion and dilution, M&A and IPO pro forma analysis, comparative company analysis, and sum of the parts analysis;
  • Conducting due diligence and preparing materials for clients in connection with M&A transactions, equity, and debt offerings;
  • Preparing client presentation materials, internal approval memos, and marketing documents such as roadshow materials, confidential information memorandums, and rating agency presentations to execute transactions; and,
  • Conducting research using FactSet, Capital IQ, Bloomberg and PitchBook to analyze market data and competitive dynamics.
  • In the alternative, the employer will accept a Bachelor's degree and 5 years of progressively responsible experience.
  • Up to 25% domestic and int'l travel, as necessary.If interested apply online at www.bankofamerica.com/careers or email your resume to bofajobs@bofa.com and reference the job title of the role and requisition number.EMPLOYER: BofA Securities, Inc.Shift:1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - CA - Palo Alto - 3075B HANSEN WAY (CA5814)Pay and benefits informationPay range$275,000.00 - $285,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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