Alternative Investments Private Markets Technical Specialist
New York, New York
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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.
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At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Bank of America Merrill Alternative Investments is seeking an experienced sales professional to join its Alternative Investments Specialist organization. Responsible for driving distribution, advisor engagement, and client adoption of private equity, private credit, and real asset solutions, while supporting existing client assets and prospecting UHNW and institutional investors across Merrill and Bank of America Private Bank.
Responsibilities:
Develop deep expertise in Bank of America's portfolio construction framework for alternative investments.
Construct customized portfolio recommendations for our largest, most sophisticated clients.
Evaluate private market strategies and solutions in consultation with Origination and Due Diligence.
Create strategic business plans in coordination with local leadership and regional specialists.
Improve Advisor experience by working across functional groups including product, operations, marketing, legal, risk, and compliance.
Monitor macroeconomic and market trends impacting alternative investments to educate advisors and clients on performance drivers and diversification benefits.
Qualifications:
8-10+ years of financial services product and/or sales experience
Direct experience and expertise in alternative investment products, specifically with Private Equity, Credit & Real Estate
Extensive regional travel capability, 50-60%
Hold or attain Series 7 and 66 licenses within 120 days of hire
Skills:
Client Management
Client Solutions Advisory
Customer and Client Focus
Pipeline Management
Relationship Building
Collaboration
Presentation Skills
Prospecting
Referral Management
Wealth Planning
Referral Identification
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
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Investment products offered through MLPF&S and insurance and annuity products offered through MLLA:
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Are Not Deposits Are Not Insured by Any Federal Government Agency Are not a condition to Any Banking Service or Activity
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