Alternative Investments Private Markets Technical Specialist
Bank of America · New York, NY · 2 wk ago
FinanceFull-time
Responsibilities
- Develop deep expertise in Bank of America’s portfolio construction framework for alternative investments.
- Construct customized portfolio recommendations for our largest, most sophisticated clients.
- Evaluate private market strategies and solutions in consultation with Origination and Due Diligence.
- Create strategic business plans in coordination with local leadership and regional specialists.
- Improve Advisor experience by working across functional groups including product, operations, marketing, legal, risk, and compliance.
- Monitor macroeconomic and market trends impacting alternative investments to educate advisors and clients on performance drivers and diversification benefits.
Qualifications
- 12+ years of financial services product and/or sales experience
- Direct experience and expertise in alternative investment products, specifically with Private Equity, Credit & Real Estate
- Extensive regional travel capability, 50-60%
- Hold or attain Series 7 and 66 licenses within 120 days of hire
- Exceptional written and verbal communication skills
- Undergraduate degree in Finance, Marketing or Business (MBA, CFA, CAIA preferred) or equivalent experience
Pay
Compensation and benefits will be commensurate with experience.
Schedule
1st shift (United States of America)
Hours Per Week
40