Alternative Investments Sales Strategy Analyst
About the role
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day. This role supports the planning, execution, and follow-up of educational events focused on Alternative Investments. You will partner with internal stakeholders and external investment partners to deliver both in-person and virtual educational experiences for financial advisors, clients, and prospective clients.
Responsibilities
- Manage project timelines, meeting milestones, and deliverables across multiple concurrent events.
- Partner with Alternative Investments specialists, Origination, Private Markets and Hedge Fund partners, Marketing, Event Supervision, and local market teams to coordinate event logistics and content.
- Facilitate pre-event approval processes, ensuring all required materials, invitations, agendas, and communications receive appropriate business and compliance approvals.
- Work closely with Event Supervision to ensure adherence to firm policies, regulatory requirements, and event governance standards.
- Oversee attendee management, registration, communications, speaker coordination, and event logistics.
- Execute post-event activities including attendee reporting, follow-up communications, documentation, expense reconciliation, and performance tracking.
- Build and maintain strong relationships with internal line of business partners and external third-party firms to ensure successful execution of educational events.
- Identify opportunities to improve operational efficiency, streamline processes, and enhance the overall event experience.
Requirements
- 2-4+ years’ experience in financial services.
- Knowledge and/or experience in alternative investments.
- Hold or attain Series 7 and 66 licenses within 120 days of hire.
- Ability to work under pressure, meet deadlines, and meet clearly defined measurements.
- Self-motivated, adaptive, with a positive attitude and high energy.
Skills
- Analytical Thinking
- Customer and Client Focus
- Financial Forecasting and Modeling
- Financial Management
- Risk Management
- Causation Analysis
- Client Management
- Market Analysis
- Presentation Skills
- Relationship Building
- Data Management
- Project Management
- Result Orientation
Benefits
Bank of America provides affordable, competitive, and flexible benefits to support teammates’ physical, emotional, and financial wellness. We foster an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to our shared success.
Schedule
Full-time (40 hours per week), 1st shift. This role may require onsite work in accordance with the workplace excellence policy.