Back to search results

Hedge Fund Origination Product Specialist

New York, New York

Job Description:

Job Description:

The Hedge Fund Origination & Product Management Group strives to develop and maintain a comprehensive AI offering set across client demographics and delivery platforms.

Initiatives specifically include:

  • Sourcing Managers/Funds
  • Determining offering and pricing structures
  • Negotiating terms
  • Onboarding managers and launching funds
  • Managing existing products & external funds relationships 


Specific responsibilities for Origination efforts will include but not be limited to:

  • Determining appropriate funds to offer to ML clients in conjunction with Sales and Due Diligence
  • Developing appropriate legal structure and operational process for each product
  • Negotiating business and operating terms with fund managers
  • Determining pricing structures
  • Coordinating investment and business due diligence efforts
  • Ensuring proper internal and external legal review
  • Coordinating internal review processes
  • Creating offering documents, contractual agreements and business proposals
  • Analyzing hedge fund organization and offering documents to determine business, legal and headline risk
  • Maintaining comprehensive knowledge of all hedge fund structures, terms and other industry trends

    Specific responsibilities for the management of existing products and external fund relationship efforts will include but not be limited to:

  • Ongoing relationship management with fund managers
  • Coordinating appropriate actions to address issues with existing hedge funds
  • Drafting formal communications for ML FAs and clients
  • Ongoing maintenance of platform offering documents
  • Integration of Bank of America offerings and platforms


  • Bachelor’s degree with a strong academic record; advanced degree or CFA a plus
  • Minimum of 5 years of working experience
  • Experience working for or with hedge funds, fund of funds or AI preferably on a product platform
  • Knowledge of various US and Non-US corporate formation types and their strengths/weaknesses
  • General knowledge of financial markets, AI strategies and investment types
  • Capability to work at a high level in coordination with other team members
  • Ability to delegate work to and manage subordinate team members
  • Ability to manage and execute multiple projects
  • Excellent written and verbal communication skills 


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: No


Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
225 LIBERTY ST, NY, New York, 10281