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Senior Private Markets Specialist at BofA – drive distribution of private equity, credit & real estate.
Lead advisor engagement, build portfolios, and travel 50-60% across the U.S.
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
Develop deep expertise in Bank of America’s portfolio construction framework for alternative investments.
Construct customized portfolio recommendations for our largest, most sophisticated clients.
Evaluate private market strategies and solutions in consultation with Origination and Due Diligence.
Create strategic business plans in coordination with local leadership and regional specialists.
Improve Advisor experience by working across functional groups including product, operations, marketing, legal, risk, and compliance.
Monitor macroeconomic and market trends impacting alternative investments to educate advisors and clients on performance drivers and diversification benefits.
Qualifications
12+ years of financial services product and/or sales experience
Direct experience and expertise in alternative investment products, specifically with Private Equity, Credit & Real Estate
Extensive regional travel capability, 50-60%
Hold or attain Series 7 and 66 licenses within 120 days of hire
Exceptional written and verbal communication
Undergraduate degree in Finance, Marketing or Business (MBA, CFA, CAIA preferred) or equivalent experience
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
Shift
1st shift (United States of America)
Hours Per Week: 40