Strategy Head-Hedge Fund Origination

AECOM; New York (NY); On-site; USD 150,000 - 300,000; Full time

Job summary

A leading company is seeking a Strategy Head for Hedge Fund Origination in New York. The role involves managing relationships with asset managers, leading product management for hedge funds, and driving business development efforts. Ideal candidates will possess 8+ years in alternative investments with strong communication and negotiation skills, as well as advanced degrees like MBA or CFA. Apply now to make an impact in a dynamic and inclusive workplace.

Qualifications

• 8+ years in the alternative investments industry.
• Strong project and time management skills.
• Ability to identify, prioritize and execute timely business priorities.

Responsibilities

• Primary point of contact for third party asset managers.
• Responsible for sourcing best in class hedge fund offerings.
• Lead the fund launch process by coordinating across asset managers.

Skills

Analytical Thinking

Customer and Client Focus

Financial Management

Presentation Skills

Risk Management

Business Development

Client Management

Negotiation

Relationship Building

Result Orientation

Education

Bachelor's degree preferred

Advanced degree desired (MBA or CFA; CAIA designation preferred)

Job description

Strategy Head-Hedge Fund Origination

New York, New York

**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!

**Job Description:**

As part of the Merrill organization, the Investment Solutions Group strives to provide world-class investment strategies, platforms, solutions, and support for clients across all wealth management lines of business (including Merrill and the Private Bank).

The Hedge Fund Origination & Product Management team is responsible for originating, structuring, positioning and ongoing product management of hedge fund investments for Merrill and Private Bank clients. Responsibilities include, but are not limited to:

+ Primary point of contact for third party asset managers, responsible for cultivating strong relationships and creating alignment between third party managers’ and Merrill’s goals.

+ Responsible for sourcing best in class hedge fund offerings for Merrill and Private Bank clients; must anticipate needs of wealth management client base, understand industry trends and new product development, and utilize network of asset manager connections to find new offerings.

+ Responsible for negotiating business terms, such as offering and price structures, exclusivity, capacity and protection rights for Merrill and Private Bank clients and drafting distribution agreement with asset managers.

+ Lead the fund launch process by coordinating across asset managers, CIO due diligence, platform, operational, and distribution teams.

+ Act as primary liaison between asset manager and internal teams, communicating important fund updates to clients, financial advisors and to internal teams.

+ Drive business development, growth, and operational excellence across multiple lines of business in alignment with one Investment Solutions Group goal.

**Qualifications:**

+ 8+ years in the alternative investments industry, direct relevant work a plus

+ Highly organized and detail oriented with the ability to think and act strategically.

+ Excellent communication, interpersonal, and presentation skills

+ Ability to work independently and collaboratively at all levels within the organization.

+ Strong project and time management skills; ability to lead cross functional work efforts.

+ Ability to identify, prioritize and execute timely business priorities.

+ Enthusiastic about educating junior members of the origination team, willing to delegate responsibility, and guide junior members through challenges.

+ Bachelor’s degree preferred; advanced degree desired (MBA or CFA; CAIA designation preferred)

+ Candidates required to hold Series 7 and Series 66 (or Series 63 and 65).

**Skills:**

+ Analytical Thinking

+ Customer and Client Focus

+ Financial Management

+ Presentation Skills

+ Risk Management

+ Business Development

+ Client Management

+ Client Solutions Advisory

+ Market Analysis

+ Negotiation

+ Causation Analysis

+ Financial Forecasting and Modeling

+ Product Management

+ Relationship Building

+ Result Orientation

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notic...) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.