Global Strategic & Sustainable Investments – Business Operations Associate

2 Months ago

Charlotte, North Carolina, United States

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Job Description

The Business Operations Associate role at Bank of America’s Global Strategic & Sustainable Investments (GSSI) in Charlotte, NC involves supporting governance, reporting, and process improvement for equity investments. The position requires strong organizational skills and collaboration with leadership to enhance operational efficiency and streamline workflows. Candidates should have at least 4 years of relevant experience, project management skills, and the ability to work in a fast-paced environment.
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 stakeholdersPartners with GSSI leadership on process improvement and project initiatives, management reporting, executive-ready materials, and Operational Excellence activitiesRuns key responsibilities aligned to the platform COO/Business Management function (e.g., governance routines, coordination across stakeholders, and operational readiness), with oversight from leadershipDevelops and maintains process documentation and supports control objectives/controls readiness, as neededBuilds and delivers accurate, efficient, well-controlled reporting and dashboards to support governance oversight and business managementMaintains a robust knowledge repository of key reference materials and operating documentsDrives execution across stakeholders by tracking commitments, escalating risks, and holding owners accountable to timelines and quality standardsIdentifies opportunities to simplify workflows, strengthen controls, and help implement changes with clear adoption plansAssists 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 teamDemonstrated project management skills, including workplan development, stakeholder management, issue/risk tracking, and on-time deliveryProven ability to work effectively with senior and executive level leadersAbility to demonstrate structured thinking, sound judgment, and problem‑solving capabilitiesHigh attention to detail with a strong focus on accuracy and quality controlAdvanced proficiency with Microsoft Excel (analysis, pivot tables, structured data), PowerPoint (executive-ready storytelling), and WordKnowledge of various bank reporting systems (ORCIT, POP) a plusExperience 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
Skills:
Analysis Skills, Artificial Intelligence (AI), Automation, Business Operations, Cadence, Cross-Functional, Detail Oriented, Equity Securities, Green Business, Investment Capital, Investment Strategy, Knowledge Repositories, Leadership, Management Reporting, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Multiplatform/Cross-Platform, Operational Improvement, Organizational Skills, POP (Post Office Protocol), Pivot Tables, Private Funding, Problem Solving Skills, Process Improvement, Project/Program Management, Quality Control, Quality Metrics, Reporting Dashboards, Risk Management, Storytelling, Structured Data, Support Documentation, Sustainability, Time Management, Use Cases, Workflow Analysis


About the Company:
Bank of America

Bank of America


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Bank of America

Bank of America

About this company

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Stage:Other

Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and...read more

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