Alternative Investments Perpetual Funds Platform Specialist

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!

Acts as a product representative and is responsible for negotiating operational fund onboarding requirements with fund managers and transfer agents.

Has extensive, in-depth knowledge of product functions and can operate independently in handling transactions. Strong client relationship skills used to control and coordinate all aspects of a transaction, from onboarding to the ongoing client/advisor experience.

Job 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 documents

Qualifications:

• 2-5+ years of general financial services experience
• 2 plus years experience in alternative investments preferred

• Strong communication skills, ability to collaborate across business groups
• 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

• Bachelor’s Degree preferred, preferably in business.

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:

1st shift (United States of America)

Hours Per Week:

40