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AI & SAM Solutions Associate

New York, New York;

Job Description:

The Alternative Investments (AI) & Specialty Asset Management (SAM) Solutions team is positioned within the AI & SAM LOB, part of the broader Investment Solution Group (ISG) organization supporting Wealth Management.   The AI & SAM Solutions team supports a variety of products, such as hedge funds, managed futures funds, private equity funds, non-traded real estate investment trusts (REITs) and real assets (i.e. real estate, farm & ranch, timberland, private businesses, oil & gas). The products supported by the AI & SAM Solutions team are offered to suitable private clients across both the Merrill and BofA Private Bank distribution channels through both Financial Advisors (FAs) and Portfolio Managers (PMs).

The AI & SAM Solutions team is designed to provide thoughtful, strategic and sustainable operational, technology and business intelligence solutions to improve the day-to-day business for clients and advisors in addition to enabling the broader goals of the organization to be accomplished. 

Qualifications

  • 2-5 years related experience.
  • Bachelor's degree in a business or technical subject area or equivalent work experience  
  • Interest in the intersection of technology and innovation in financial services
  • Basic understanding of technology product management and development processes
  • Intermediate in MS Excel, MS Word, PowerPoint and MS Outlook
  • High attention to detail, strong organizational skills and exemplary analytical skills
  • Excellent communication skills across both technical and business areas
  • A passion for problem solving and improving the client and advisor experience

You will be better prepared if you have

  • Strong understanding of private client financial services across the brokerage and advisory space
  • Experience with communication and/or content management systems
  • Financial services designations and/or registrations, such as CFA, CAIA, CFP, CPA, Series 7/66
  • Experience with hedge and private equity funds; experience in the alternative investments industry
  • Experience with business intelligence and reporting, experience using Tableau or similar tools

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

The Alternative Investments (AI) & Specialty Asset Management (SAM) Solutions team is positioned within the AI & SAM LOB, part of the broader Investment Solution Group (ISG) organization supporting Wealth Management.   The AI & SAM Solutions team supports a variety of products, such as hedge funds, managed futures funds, private equity funds, non-traded real estate investment trusts (REITs) and real assets (i.e. real estate, farm & ranch, timberland, private businesses, oil & gas). The products supported by the AI & SAM Solutions team are offered to suitable private clients across both the Merrill and BofA Private Bank distribution channels through both Financial Advisors (FAs) and Portfolio Managers (PMs).

The AI & SAM Solutions team is designed to provide thoughtful, strategic and sustainable operational, technology and business intelligence solutions to improve the day-to-day business for clients and advisors in addition to enabling the broader goals of the organization to be accomplished. 

Qualifications

  • 2-5 years related experience.
  • Bachelor's degree in a business or technical subject area or equivalent work experience  
  • Interest in the intersection of technology and innovation in financial services
  • Basic understanding of technology product management and development processes
  • Intermediate in MS Excel, MS Word, PowerPoint and MS Outlook
  • High attention to detail, strong organizational skills and exemplary analytical skills
  • Excellent communication skills across both technical and business areas
  • A passion for problem solving and improving the client and advisor experience

You will be better prepared if you have

  • Strong understanding of private client financial services across the brokerage and advisory space
  • Experience with communication and/or content management systems
  • Financial services designations and/or registrations, such as CFA, CAIA, CFP, CPA, Series 7/66
  • Experience with hedge and private equity funds; experience in the alternative investments industry
  • Experience with business intelligence and reporting, experience using Tableau or similar tools

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21082261

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Wayne Duncan

Referral Bonus:

0