Investment Banking Analyst - M&A Activism & Raid Defense
At a glance
Mid-level Investment & Corporate Development role at Bank of America. New York · full-time · $110,000–$125,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Support clients during active proxy contests and hostile or contested M&A situations
- Build presentations on shareholder activism and prepare assessments of companies' exposure to activist campaigns
- Research activist investors, market movements and risks clients could face
- Analyze financial and shareholder data to shape client recommendations and response strategies
- Coordinate information with industry teams and help senior colleagues deliver client work and handle urgent requests
What you bring
- Up to one year of relevant investment banking experience
- A bachelor's degree, an equivalent qualification or comparable work experience
- Strong Excel skills within Microsoft Office
Who this fits
This role suits an analytically minded, detail-focused early-career candidate keen to learn activism defense. It is based in New York, follows first-shift hours and requires office attendance under role-specific arrangements.
From the employer
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. 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!
Job Description:
The Activism & Raid Defense team advises executives and boards of directors of public companies on shareholder activism, hostile and contested M&A, and other shareholder advisory matters. This role will be responsible for performing financial, statistical, corporate governance, and shareholder analyses, conducting research, and preparing client presentation materials. The ideal candidate is detail-oriented, analytically driven, and eager to learn about the dynamic field of activism defense within investment banking.
Responsibilities:
As an Analyst in the M&A Activism & Raid Defense team you will:
Play a key role defending clients in live activism defense situations, including proxy fights and hostile and contested M&A transactions.
Create client presentations regarding shareholder activism.
Assist clients in preparing for hostile activity, including preparing activism vulnerability assessments across a range of factors including TSR, valuation, operational performance, capital return, leverage, M&A/divestitures, takeover defenses, governance, board and ESG to identify companies that may be targeted by activist investors and help formulate corresponding rebuttals to potential activist arguments.
Conduct in-depth research on activist investors, market trends, and potential risks that clients may face.
Collect, organize and analyze financial data to support recommendations and strategy development.
Assist in coordinating information flow and execution in collaboration with industry groups.
Serve as a key resource working closely with Associates, VPs, and Directors to create client deliverables and meet ad-hoc client requests.
Skills/Experience:
0-1 year of relevant experience in Investment Banking
Bachelor's degree or equivalent degree and/or work experience
Proficient in Microsoft Office, especially Excel
Analytical Thinking
Data Visualization
Financial Analysis
Oral Communications
Profitability Analysis
Attention to Detail
Business Acumen
Business Analytics
Data Quality Management
Financial Forecasting and Modeling
Due Diligence
Market Analysis
Process Management
Recruiting
Research
Shift:
1st shift (United States of America)Hours Per Week:
40Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)Pay and benefits informationPay range$110,000.00 - $125,000.00 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.