Alternative Investments Technical Analyst

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 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. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

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.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
Typically acts as the secondary coverage for clients. Extensive product knowledge. Interacts with clients to execute complex product transactions that generate significant revenue. Works under direction of more senior associates.

The Alternative Investment Technical Specialist associate will provide support to Alternative Investment Specialists as well as Financial Advisors on suite of hedge fund products in order to drive utilization of those products. The associate will assist in the coordination of all custom alternative investments proposals, as well as internal collateral, related to hedge fund investing.

Responsibilities:

• Delivers customized, client-approved portfolio analyses in defined timeframe with high degree of detail and specificity.
• Maintains and updates ongoing pipeline of sales opportunities across strategies, and track sales related to those opportunities.
• Manages ongoing collateral to report on performance and updates to hedge fund strategies and platform.
• Partners with AI Technical Specialists on aspects of portfolio construction, manager selection, product design, and fund terms.
• Participates in meetings with third-party hedge fund management firms to build knowledge base around investment concepts and strategies.

Required Qualifications:

• 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

Desired Qualifications:

• Bachelor's Degree

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

Shift:

Hours Per Week: 

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