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About the Role

Serve as the primary Global Product & Strategy liaison with Operations, Client Services, Systems, and Project Management for products and processes that span multiple business lines and market segments. Coordinate and communicate requests between Product Management and business units, maintaining subject matter expertise for platform functionality, product rules, regulations, and service agreements. Resolve chronic service delivery or product support issues, act as a key product representative in projects, and facilitate discussions on best practices and operational efficiency. Communicate project status, create credit risk policies and procedures, perform product volume and trend analysis, and analyze unit costs and profitability. Provide guidance and manage high-level strategic initiatives. Act as a product representative responsible for negotiating operational fund onboarding requirements with fund managers and transfer agents, demonstrating extensive product knowledge and client relationship skills. Typically requires three plus years of experience in a similar role.

Responsibilities

Partners with private equity/hedge fund origination team and operations team to onboard new funds to the Alternative Investments Platform.
Responds to inquiries on existing funds from financial advisors and sales team.
Maintains relationships with fund managers/administrators and develop financial advisor communications.
Acts as liaison for operational issues between Alternative Investments and fund managers/administrators including review of AML documents.

Requirements

2+ years of general 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.
Proficiency in Excel, Word, and PowerPoint.

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

Location

US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Work Type

1st shift
40 hours per week

Experience Level

Typically three plus years experience in a similar role
2+ years of general financial services experience
2+ years experience in alternative investments

Education Level

Bachelor’s Degree, preferably in business.

Salary/Compensations

$100,800.00 - $151,800.00 annualized salary
Discretionary incentive eligible
Eligible for annual discretionary award based on performance, business unit, and company success.

Benefits

This role is currently benefits eligible.
Industry-leading benefits.
Access to paid time off.
Resources and support for employees.

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 drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth.
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.
We value the unique perspectives individuals bring from all backgrounds and career paths.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

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.