Job description

Job Description: Global Strategic & Sustainable Investments (“GSSI”) is Bank of America’s central equity investment platform, responsible for deploying and managing capital in equity investments that align with the bank’s strategic priorities and sustainability commitments. GSSI is comprised of over 30 investment professionals managing a global portfolio of 300+ investments (primarily direct stakes in companies and limited partner interests in private funds). The Business Operations role offers a unique opportunity to help run the platform day-to-day, with responsibility for supporting governance routines, reporting, and ongoing process improvement while deepening knowledge of the investment portfolio and processes. This role focuses on recurring deliverables and cross-functional initiatives that require a strong understanding of how the platform operates, sound judgment, and a high standard of execution. The ideal candidate is highly organized, detail-oriented, and comfortable in a fast-paced environment. The Associate will partner closely with GSSI leadership to strengthen operational discipline across the platform and will work across processes and stakeholders to improve execution, streamline workflows, enhance reporting quality, and selectively leverage automation and AI-enabled tools to improve efficiency, scalability, and controls. This is a hands‑on role suited for someone who excels at creating structure, establishing operating cadence, and making complex processes run more smoothly. The Business Operations Associate candidate will be based in Charlotte. Business Operations Responsibilities • Supports communication, coordination and connectivity across the GSSI team and key stakeholders • Partners with GSSI leadership on process improvement and project initiatives, management reporting, executive-ready materials, and Operational Excellence activities • Runs key responsibilities aligned to the platform COO/Business Management function (e.g., governance routines, coordination across stakeholders, and operational readiness), with oversight from leadership • Develops and maintains process documentation and supports control objectives/controls readiness, as needed • Builds and delivers accurate, efficient, well-controlled reporting and dashboards to support governance oversight and business management • Maintains a robust knowledge repository of key reference materials and operating documents • Drives execution across stakeholders by tracking commitments, escalating risks, and holding owners accountable to timelines and quality standards • Identifies opportunities to simplify workflows, strengthen controls, and help implement changes with clear adoption plans • Assists in piloting and scaling select automation and AI use cases to enhance efficiency and productivity Requirements / Qualifications: • Minimum of 4 years of experience in business operations, business management, project/program management, or a similar role supporting a fast-paced team • Demonstrated project management skills, including workplan development, stakeholder management, issue/risk tracking, and on-time delivery • Proven ability to work effectively with senior and executive level leaders • Ability to demonstrate structured thinking, sound judgment, and problem‑solving capabilities • High attention to detail with a strong focus on accuracy and quality control • Advanced proficiency with Microsoft Excel (analysis, pivot tables, structured data), PowerPoint (executive-ready storytelling), and Word • Knowledge of various bank reporting systems (ORCIT, POP) a plus • Experience in process improvement/Operational Excellence, automation, or using technology (including AI-enabled tools) to improve workflows while maintaining strong controls and risk awareness Shift: 1st shift (United States of America) Hours Per Week: 40

Requirements

Must-haves

The Business Operations Associate candidate will be based in Charlotte.
Business Operations Responsibilities
Supports communication, coordination and connectivity across the GSSI team and key stakeholders
Partners with GSSI leadership on process improvement and project initiatives, management reporting, executive-ready materials, and Operational Excellence activities
Runs key responsibilities aligned to the platform COO/Business Management function (e.g., governance routines, coordination across stakeholders, and operational readiness), with oversight from leadership
Develops and maintains process documentation and supports control objectives/controls readiness, as needed
Builds and delivers accurate, efficient, well-controlled reporting and dashboards to support governance oversight and business management
Maintains a robust knowledge repository of key reference materials and operating documents
Drives execution across stakeholders by tracking commitments, escalating risks, and holding owners accountable to timelines and quality standards
Identifies opportunities to simplify workflows, strengthen controls, and help implement changes with clear adoption plans
Assists in piloting and scaling select automation and AI use cases to enhance efficiency and productivity
Minimum of 4 years of experience in business operations, business management, project/program management, or a similar role supporting a fast-paced team
Demonstrated project management skills, including workplan development, stakeholder management, issue/risk tracking, and on-time delivery
Proven ability to work effectively with senior and executive level leaders
Ability to demonstrate structured thinking, sound judgment, and problem‑solving capabilities
High attention to detail with a strong focus on accuracy and quality control
Advanced proficiency with Microsoft Excel (analysis, pivot tables, structured data), PowerPoint (executive-ready storytelling), and Word
Experience in process improvement/Operational Excellence, automation, or using technology (including AI-enabled tools) to improve workflows while maintaining strong controls and risk awareness
1st shift (United States of America)

Nice-to-haves

Knowledge of various bank reporting systems (ORCIT, POP) a plus

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

Platform: workday
Effort: long