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Senior Product Specialist - Market Linked Investments

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:

The Market-Linked Investments Structuring & Origination team (“the Team”) is cross-asset structured products unit responsible for originating, structuring, positioning and executing transactions for both retail and Ultra-High-Net-Worth (“UHNW”) clients based across the Americas. Focus on over-the-counter and securitized cross-asset products with embedded vanilla or light-exotic optionality on equity, commodities, currencies, interest rates and hybrid underlying assets. Total transacted notional outstanding over $11 billion generating more than US$250+ million in revenues per annum to the firm.


Facilitate the structuring, origination, positioning and execution of Structured Notes or Market-Linked Investments (Domestic and International) and OTC products including pricing of cross asset derivatives.

•            Develop and maintain strong relationships with Global Markets trading/structuring partners, third party issuers and hedge providers

•            Partner to help drive modernization work of our MLI platform, helping to transform our origination process and FA experience

•            Partner with internal sales specialists to optimize the adoption and distribution of products

•            Interact with trading, internal sales and financial advisors on a daily basis to relay market color, research, and trading related information

•            Identify research-driven trading ideas and market opportunities to drive business

•            Liaise and interact with traders to facilitate transactions and provide competitive pricing for clients

•            Manage secondary market of market-linked structures

•            Liaise with key partners including members of legal, compliance, trading and research 

•            Proactively develop and maintain relationships with financial advisor

  • As part of their responsibilities, professionals on the Team develop research-driven strategic and tactical trading ideas; provide advice on portfolio hedging and positioning based on client’s objectives and risk tolerance; and engage in the structuring, origination, positioning and execution of OTC derivatives and/or Structured Notes/Market-Linked Investments.

Required Qualifications:

•            At least 7 years of relevant work and analytical experience in the areas described above

•            Ability to identify, prioritize and execute timely business tasks

•            Multi-tasking and ability to work under pressure

•            Strong marketing and presentation skills

•            Ability to work as a team player in a dynamic, fast-paced and collaborative work environment

•            FINRA registered representative with Series SIE, 7, required at time of hire.

•            Excellent Bloomberg and MS Office skills

•            Strong quantitative, analytical and communication skills.

•            Candidate will be required to complete the NFA’s Swaps Proficiency

Desired Qualifications:

Advanced degree, MS, MBA and/or CFA preferred

FINRA licenses 63/66 and 79 (or ability to receive within 120 days from hire date)


  • Analytical Thinking
  • Customer and Client Focus
  • Financial Forecasting and Modeling
  • Monitoring, Surveillance, and Testing
  • Risk Management
  • Causation Analysis
  • Client Management
  • Market Analysis
  • Product Marketing and Branding
  • Relationship Building
  • Negotiation
  • Networking
  • Presentation Skills
  • Product Management

Minimum Education Requirement: Bachelors degree required


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: Yes, 5% of the time

New York pay and benefits information

New York pay range:

$175,500 - $277,700 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.


This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Street Address

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