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Alternative Investments Product Specialist - Military Veterans

at Bank of America

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
Acts as the senior product representative on a client team and is solely responsible for all product transactions with key clients. Negotiates fee structures. Has extensive, in-depth knowledge of product functions and can operate independently in handling transactions. Strong client relationship skills used to control and coordinate all aspects of a transaction, from marketing and documentation to closing. Develops aggressive marketing plans and strategies affecting an entire region or section. Individuals in this role are typically a third year Principal.

Responsibilities:
-Partner with private equity/hedge fund origination team and operations team to onboard new funds to the Alternative Investments Platform
-Respond to inquiries on existing funds from financial advisors and sales team
-Maintain relationships with fund managers/administrators and develop financial advisor communications
-Act as liaison for operational issues between Alternative Investments and fund managers/administrators

Required Qualifications:
-Bachelor's Degree required, preferably in business
-2 - 5 years years of related financial services experience
-Strong communication skills, ability to collaborate across business groups
-Ability to multi-task and simultaneously manage daily responsibilities and projects
-Self-starter and creative thinker
-History of process improvement
-Excel, Word and PowerPoint skills

Desired Qualifications:

2 years Alternative investment experience strongly preferred.

Skills:


  • Analytical Thinking

  • Customer and Client Focus

  • Financial Forecasting and Modeling

  • Monitoring, Surveillance, and Testing

  • Risk Management

  • Causation Analysis

  • Client Management

  • Market Analysis

  • Product Marketing and Branding

  • Relationship Building

  • Negotiation

  • Networking

  • Presentation Skills

Minimum Education Requirement: Bachelors degree required

Shift:
1st shift (United States of America)

Hours Per Week:
40

New York, NY

Bank of America

You’ve led troops, now help lead your community 

As a leader in the military, you motivated troops to get the job done. We value your ability to influence change and encourage you to continue that influence here and in our communities. Our Military Affairs Team proudly supports veterans in our communities through education and volunteer events. Together, we can create better communities and a brighter future for us all. 

First you fought for the American dream, now you can guide its future

You joined the military to protect a nation and its people. Let the same passion for making a difference lead you to a new career. At Bank of America, we’re proud that more than 6,800 veterans work for us. They’ve discovered that their desire to help others didn’t end with their service. Here, you’ll help our customers and clients connect to better financial lives.

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