Alternative Investment Technical Specialist

Bank of America•New York, NY

11d•$200,000 - $258,500•Onsite

About The Position

The Alternative Investment Technical Specialist associate will provide support to the firm's Financial Advisors and clients on a suite of hedge fund products in order to drive utilization of those products. The Specialist will have direct coverage of advisors and third-party asset managers and will serve as an essential resource in the creation, presentation, and execution of customized proposals to UHNW and Institutional clients. 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!

Requirements

10-12+ years’ experience in financial services or relevant experience
Knowledge/experience with alternative investments
Hold or attain Series 7 and 66 licenses within 120 days of hire

Nice To Haves

CFA/CAIA not required but a plus
Client Management
Client Solutions Advisory
Customer and Client Focus
Pipeline Management
Relationship Building
Collaboration
Presentation Skills
Prospecting
Referral Management
Wealth Planning
Referral Identification

Responsibilities

Develop relationships and originate new business from financial advisors and portfolio managers within BofA Merrill Wealth Management.
Serve as subject matter expert on hedge fund products, platform, and industry to advisors, clients, and other specialists alike.
Design, present, and execute custom portfolios of hedge funds for significant wealth clients of the firm.
Deliver input on commerciality of prospective third-party hedge fund partners to internal stakeholders. Provide assessment through the lens of advisor or client demand.