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Private Equity Product Specialist I - New York, NY

New York, New York

Job Description:

Job Description 

The Private Equity and Real Assets Origination Group strives to develop and maintain a comprehensive Alternative Investments offering set across client demographics and delivery platforms. 

  

Initiatives specifically include: 

  

Sourcing managers/funds 

Onboarding managers and launching funds, including: 

  • Determining offering and pricing structures 

  • Negotiating terms 

Driving initiatives that advance and support a robust AI platform that meets the unique needs of the private bank/institutional clients 

Managing existing products & external fund relationships 

Specific responsibilities for Origination efforts include: 

  • Developing fund marketing collateral and coordinating internal reviews 

  • Determining appropriate funds to offer to Merrill Lynch clients in conjunction with Sales and Due Diligence  

  • Developing an appropriate legal structure and operational process for each product 

  • Negotiating business and operating terms with fund managers 

  • Coordinating launching and oversight of AI Funds for the private bank/institutional investors, including the creation and maintenance of channel-specific materials 

  • Coordinating investment and business due diligence efforts 

  • Ensuring proper internal and external legal review 

  • Creating offering documents, contractual agreements, and business proposals 

  • Analyzing private equity organization and offering documents to determine business, legal, and headline risk 

  • Maintaining comprehensive knowledge of all private equity structures, terms, and industry trends 

  • Running product based analyses and comparisons to determine the competitive landscape 

Key Responsibilities 

Specific responsibilities for the management of existing products and external fund relationship efforts include: 

  • Maintaining fund marketing collateral 

  • Ongoing maintenance of platform offering documents 

  • Ongoing relationship management with fund managers 

  • Coordinating appropriate actions to address issues with existing private equity funds 

  • Drafting formal communications for Merrill Lynch Financial Advisors and clients  

  • Bachelors degree (concentrated in Finance or Business preferred) 

  • Series 7, 66preferred or must be willing to obtain within 120 days of start date 

  • Excellent written and verbal communication skills 

  • Proficiency in Excel and PowerPoint 

  • Knowledge of financial markets 

  • Demonstrated capability to work in a team environment 

  • Ability to simultaneously manage and execute multiple projects  

  • Ability to coordinate with other areas of the GWIM organization 

 

Qualifications 

The Private Equity and Real Assets Origination Group strives to develop and maintain a comprehensive Alternative Investments offering set across client demographics and delivery platforms. 

  

Initiatives specifically include: 

  

Sourcing managers/funds 

Onboarding managers and launching funds, including: 

  • Determining offering and pricing structures 

  • Negotiating terms 

Driving initiatives that advance and support a robust AI platform that meets the unique needs of the private bank/institutional clients 

Managing existing products & external fund relationships 

Specific responsibilities for Origination efforts include: 

  • Developing fund marketing collateral and coordinating internal reviews 

  • Determining appropriate funds to offer to Merrill Lynch clients in conjunction with Sales and Due Diligence  

  • Developing an appropriate legal structure and operational process for each product 

  • Negotiating business and operating terms with fund managers 

  • Coordinating launching and oversight of AI Funds for the private bank/institutional investors, including the creation and maintenance of channel-specific materials 

  • Coordinating investment and business due diligence efforts 

  • Ensuring proper internal and external legal review 

  • Creating offering documents, contractual agreements, and business proposals 

  • Analyzing private equity organization and offering documents to determine business, legal, and headline risk 

  • Maintaining comprehensive knowledge of all private equity structures, terms, and industry trends 

  • Running product based analyses and comparisons to determine the competitive landscape 

Specific responsibilities for the management of existing products and external fund relationship efforts include: 

  • Maintaining fund marketing collateral 

  • Ongoing maintenance of platform offering documents 

  • Ongoing relationship management with fund managers 

  • Coordinating appropriate actions to address issues with existing private equity funds 

  • Drafting formal communications for Merrill Lynch Financial Advisors and clients  

  • Bachelors degree (concentrated in Finance or Business preferred) 

  • Series 7, 66preferred or must be willing to obtain within 120 days of start date 

  • Excellent written and verbal communication skills 

  • Proficiency in Excel and PowerPoint 

  • Knowledge of financial markets 

  • Demonstrated capability to work in a team environment 

  • Ability to simultaneously manage and execute multiple projects  

  • Ability to coordinate with other areas of the GWIM organization 

 

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

​Mon - Fri

Referral Bonus Amount:

0

Job Description:

Job Description 

The Private Equity and Real Assets Origination Group strives to develop and maintain a comprehensive Alternative Investments offering set across client demographics and delivery platforms. 

  

Initiatives specifically include: 

  

Sourcing managers/funds 

Onboarding managers and launching funds, including: 

  • Determining offering and pricing structures 

  • Negotiating terms 

Driving initiatives that advance and support a robust AI platform that meets the unique needs of the private bank/institutional clients 

Managing existing products & external fund relationships 

Specific responsibilities for Origination efforts include: 

  • Developing fund marketing collateral and coordinating internal reviews 

  • Determining appropriate funds to offer to Merrill Lynch clients in conjunction with Sales and Due Diligence  

  • Developing an appropriate legal structure and operational process for each product 

  • Negotiating business and operating terms with fund managers 

  • Coordinating launching and oversight of AI Funds for the private bank/institutional investors, including the creation and maintenance of channel-specific materials 

  • Coordinating investment and business due diligence efforts 

  • Ensuring proper internal and external legal review 

  • Creating offering documents, contractual agreements, and business proposals 

  • Analyzing private equity organization and offering documents to determine business, legal, and headline risk 

  • Maintaining comprehensive knowledge of all private equity structures, terms, and industry trends 

  • Running product based analyses and comparisons to determine the competitive landscape 

Key Responsibilities 

Specific responsibilities for the management of existing products and external fund relationship efforts include: 

  • Maintaining fund marketing collateral 

  • Ongoing maintenance of platform offering documents 

  • Ongoing relationship management with fund managers 

  • Coordinating appropriate actions to address issues with existing private equity funds 

  • Drafting formal communications for Merrill Lynch Financial Advisors and clients  

  • Bachelors degree (concentrated in Finance or Business preferred) 

  • Series 7, 66preferred or must be willing to obtain within 120 days of start date 

  • Excellent written and verbal communication skills 

  • Proficiency in Excel and PowerPoint 

  • Knowledge of financial markets 

  • Demonstrated capability to work in a team environment 

  • Ability to simultaneously manage and execute multiple projects  

  • Ability to coordinate with other areas of the GWIM organization 

 

Qualifications 

The Private Equity and Real Assets Origination Group strives to develop and maintain a comprehensive Alternative Investments offering set across client demographics and delivery platforms. 

  

Initiatives specifically include: 

  

Sourcing managers/funds 

Onboarding managers and launching funds, including: 

  • Determining offering and pricing structures 

  • Negotiating terms 

Driving initiatives that advance and support a robust AI platform that meets the unique needs of the private bank/institutional clients 

Managing existing products & external fund relationships 

Specific responsibilities for Origination efforts include: 

  • Developing fund marketing collateral and coordinating internal reviews 

  • Determining appropriate funds to offer to Merrill Lynch clients in conjunction with Sales and Due Diligence  

  • Developing an appropriate legal structure and operational process for each product 

  • Negotiating business and operating terms with fund managers 

  • Coordinating launching and oversight of AI Funds for the private bank/institutional investors, including the creation and maintenance of channel-specific materials 

  • Coordinating investment and business due diligence efforts 

  • Ensuring proper internal and external legal review 

  • Creating offering documents, contractual agreements, and business proposals 

  • Analyzing private equity organization and offering documents to determine business, legal, and headline risk 

  • Maintaining comprehensive knowledge of all private equity structures, terms, and industry trends 

  • Running product based analyses and comparisons to determine the competitive landscape 

Specific responsibilities for the management of existing products and external fund relationship efforts include: 

  • Maintaining fund marketing collateral 

  • Ongoing maintenance of platform offering documents 

  • Ongoing relationship management with fund managers 

  • Coordinating appropriate actions to address issues with existing private equity funds 

  • Drafting formal communications for Merrill Lynch Financial Advisors and clients  

  • Bachelors degree (concentrated in Finance or Business preferred) 

  • Series 7, 66preferred or must be willing to obtain within 120 days of start date 

  • Excellent written and verbal communication skills 

  • Proficiency in Excel and PowerPoint 

  • Knowledge of financial markets 

  • Demonstrated capability to work in a team environment 

  • Ability to simultaneously manage and execute multiple projects  

  • Ability to coordinate with other areas of the GWIM organization 

 

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21038479

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Wayne Duncan

Referral Bonus:

0

Street Address

Primary Location:
ONE BRYANT PARK, NY, New York, 10036