Alternative Investment Technical Specialist

Habitat For Humanity Of Durham; Deutschland; Vor Ort; EUR 121.622 - 208.495; Vollzeit

Zusammenfassung

BANK OF AMERICA is seeking an experienced Alternative Investment Technical Specialist to support Financial Advisors and UHNW/Institutional clients with hedge fund products. You will aid in creating, presenting, and implementing customized hedge fund portfolios and assess third-party partners for advisor demand.

Ideal candidates have 15+ years in financial services, experience with alternatives, and licenses such as Series 7 and 66 within 120 days of hire.

Qualifikationen

• 15+ years’ experience in financial services
• Knowledge/experience with alternative investments
• Hold or attain Series 7 and 66 licenses within 120 days of hire
• CFA/CAIA not required but a plus

Aufgaben

• Develop relationships and originate new business from financial advisors and portfolio managers within BofA Merrill Wealth Management.
• Serve as subject matter expert on hedge fund products, platform, and industry to advisors, clients, and other specialists alike.
• Design, present, and execute custom portfolios of hedge funds for significant wealth clients of the firm.
• Deliver input on commerciality of prospective third-party hedge fund partners to internal stakeholders. Provide assessment through the lens of advisor or client demand.

Kenntnisse

Client Management

Client Solutions Advisory

Customer and Client Focus

Pipeline Management

Relationship Building

Collaboration

Presentation Skills

Prospecting

Referral Management

Wealth Planning

Referral Identification

Jobbeschreibung

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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

The Alternative Investment Technical Specialist associate will provide support to the firm's Financial Advisors and clients on a suite of hedge fund products in order to drive utilization of those products. The Specialist will have direct coverage of advisors and third-party asset managers and will serve as an essential resource in the creation, presentation, and execution of customized proposals to UHNW and Institutional clients.

Responsibilities:

• Develop relationships and originate new business from financial advisors and portfolio managers within BofA Merrill Wealth Management.
• Serve as subject matter expert on hedge fund products, platform, and industry to advisors, clients, and other specialists alike.
• Design, present, and execute custom portfolios of hedge funds for significant wealth clients of the firm.
• Deliver input on commerciality of prospective third-party hedge fund partners to internal stakeholders. Provide assessment through the lens of advisor or client demand.

Qualifications:

• 15+ years’ experience in financial services
• Knowledge/experience with alternative investments
• Hold or attain Series 7 and 66 licenses within 120 days of hire
• CFA/CAIA not required but a plus

Skills:

• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Pipeline Management
• Relationship Building
• Collaboration
• Presentation Skills
• Prospecting
• Referral Management
• Wealth Planning
• Referral Identification

Shift:

1st shift (United States of America)

Hours Per Week:

40