Alternative Investments Private Equity Platform Specialist

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 an 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.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Responsibilities:

• Partner with private equity/hedge fund origination team and operations team to onboard new funds to the Alternative Investments Platform
• Respond to inquiries on existing funds from financial advisors and sales team.
• Maintain relationships with fund managers/administrators and develop financial advisor communications.
• Act as liaison for operational issues between Alternative Investments and fund managers/administrators including review of AML document.
• Strong client relationship skills used to control and coordinate all aspects of a transaction, from onboarding to the ongoing client/advisor experience.

Qualifications:

• 2-5+ years of general financial services experience
• 2 plus years’ experience in alternative investments strongly preferred.
• Bachelor’s Degree preferred, preferably in business.
• Ability to multi-task and simultaneously manage daily responsibilities and projects.
• Self-starter and creative thinker
• History of process improvement
• Excel, Word and PowerPoint skills.

Skills:

• 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

Shift:

Hours Per Week: