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 a diverse and 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.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for leading the portfolio management and research teams. Key responsibilities include leading all aspects of the investment process, portfolio solutions and fiduciary oversight. Job expectations include driving relationship management with business partners, wealth management leadership and clients, while leading or participating in several fiduciary committees and working groups.
Responsibilities:• Manages all aspects of the investment process including portfolio solutions of key client relationships for Private Bank, Merrill and Workplace Benefits
• Drives relationship management with internal partners, wealth management leadership and clients
• Manages client fiduciary responsibilities for all of Merrill and Private Bank
• Strong understanding and experience investing in illiquid private market strategies including Buyout, Venture Capital, Real-Estate, Infrastructure and Private Credit.
• Requires strong GP network to source high quality fund investments.
• Company specific modelling and valuation skills necessary to assess underlying private company investments.
• Strong analytical skills and the ability to synthesize information through both a quantitative and qualitative lens.
• Job requires strong written and communication skills in order to present findings to committees, advisors and clients in a clear and articulate way.
• Strong presentation skills are a plus.
• Additional skills include proficiency with Excel, Thompson One, Preqin and Cambridge data for modeling purposes.
• Must be comfortable dealing with senior executives at private market firms.
• Team player comfortable working across ISG and Business lines
• Travel is involved to meet fund managers
. Series 7, 66 or ability to obtain
Skills:
Required Skills:
• Minimum of 15+ years of investment experience with a strong focus on private market investments.
• Bachelor's degree required with a Master's preferred.
Shift:
1st shift (United States of America)Hours Per Week:
40Learn more about this role
Full time
JR-25005521
Manages People: No
Travel: Yes, 25% of the time
New York pay range:
$152,300.00 - $278,900.00 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.
Benefits
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.
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