Alternative Investment Technical Specialist

Alternative Investment Technical Specialist

New York, New York

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** Bank of America employees are required to meet all*
* ** posting eligibility requirements*
* ** prior to applying for any new position.*
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** To proceed with your application, you must be at least 18 years of age.*
* Acknowledge (
-2)

** Bank of America employees are required to meet all*
* ** posting eligibility requirements*
* ** prior to applying for any new position.*
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-2)

*
* Job Description:

*
* At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

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!

*
* Job Description:

*
* 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.

** 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.

*
* Qualifications:

*
* + 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

+ CFA/CAIA not required but a plus

*
* Skills:

*
* + Client Management

+ Client Solutions Advisory

+ Customer and Client Focus

+ Pipeline Management

+ Relationship Building

+ Collaboration

+ Presentation Skills

+ Prospecting

+ Referral Management

+ Wealth Planning

+ Referral Identification

_Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy._

** Shift:*
* 1st shift (United States of America)

** Hours Per Week:*
* 40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws.

The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

View your  **"Know your Rights (https://(Use the "Apply for this Job" box below). EEOC Know Your Rights
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** View the LA County Fair Chance Ordinance () .*
* Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

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. Should you be offered a role with Bank of America, your hiring…