Alternative Investment Technical Specialist
Company: Bank of America
Location: New York City
Posted on: April 4, 2026
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Job Description:
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! Job Description: The Alternative Investment Technical
Specialist associate will provide support to the firm's Financial
Advisors and clients on a suite of hedge fund products in order to
drive utilization of those products. The Specialist will have
direct coverage of advisors and third-party asset managers and will
serve as an essential resource in the creation, presentation, and
execution of customized proposals to UHNW and Institutional
clients. Responsibilities: Develop relationships and originate new
business from financial advisors and portfolio managers within BofA
Merrill Wealth Management. Serve as subject matter expert on hedge
fund products, platform, and industry to advisors, clients, and
other specialists alike. Design, present, and execute custom
portfolios of hedge funds for significant wealth clients of the
firm. Deliver input on commerciality of prospective third-party
hedge fund partners to internal stakeholders. Provide assessment
through the lens of advisor or client demand. Qualifications: 15
years’ experience in financial services Knowledge/experience with
alternative investments Hold or attain Series 7 and 66 licenses
within 120 days of hire CFA/CAIA not required but a plus Skills:
Client Management Client Solutions Advisory Customer and Client
Focus Pipeline Management Relationship Building Collaboration
Presentation Skills Prospecting Referral Management Wealth Planning
Referral Identification Shift: 1st shift (United States of America)
Hours Per Week: 40 Pay Transparency details US - NY - New York -
ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits
information Pay range $200,000.00 - $258,500.00 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.
Keywords: Bank of America, East Orange , Alternative Investment Technical Specialist, Accounting, Auditing , New York City, New Jersey
