Alternative Investments Technical Analyst

Bank of America•New York, NY

2d•$97,500 - $134,700•Onsite

About The Position

The Alternative Investment Technical Specialist associate will provide support to Alternative Investment Specialists as well as Financial Advisors on suite of hedge fund products in order to drive utilization of those products. The associate will assist in the coordination of all custom alternative investments proposals, as well as internal collateral, related to hedge fund investing.

Requirements

2+ years of experience in financial services
Series 7 and 66 licenses, or the ability to obtain both within 120 days of hire
Working knowledge of alternative investments
Proficient in Microsoft Office Suite

Nice To Haves

Bachelor's Degree
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

Responsibilities

Delivers customized, client-approved portfolio analyses in defined timeframe with high degree of detail and specificity.
Maintains and updates ongoing pipeline of sales opportunities across strategies, and track sales related to those opportunities.
Manages ongoing collateral to report on performance and updates to hedge fund strategies and platform.
Partners with AI Technical Specialists on aspects of portfolio construction, manager selection, product design, and fund terms.
Participates in meetings with third-party hedge fund management firms to build knowledge base around investment concepts and strategies.