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About the Role
The Alternative Investment Technical Specialist associate will provide support to Alternative Investment Specialists and Financial Advisors on a suite of hedge fund products to drive utilization. The associate will assist in coordinating custom alternative investments proposals and internal collateral related to hedge fund investing.
Responsibilities
- Deliver customized, client-approved portfolio analyses within a defined timeframe with a high degree of detail and specificity.
- Maintain and update an ongoing pipeline of sales opportunities across strategies, and track sales related to those opportunities.
- Manage ongoing collateral to report on performance and updates to hedge fund strategies and platform.
- Partner with AI Technical Specialists on aspects of portfolio construction, manager selection, product design, and fund terms.
- Participate in meetings with third-party hedge fund management firms to build knowledge base around investment concepts and strategies.
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
Skills
- 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
Location
- New York, NY
Work Type
- Onsite
- Full-time
Experience Level
- 2+ years
Education Level
- Bachelor's Degree
Salary/Compensations
- $97,500.00 - $134,700.00
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support for employees
- Discretionary incentive eligible
About the Company
- At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
- We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success.
- Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development.
Equal Opportunity
- We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
- These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.