Provide financial planning and control support to business units, including performance analysis, budgeting and reporting. Requires strong analytical skills, advanced Excel and Power BI knowledge, and experience in FP&A or controllership.
About the role
- Alternative Investments Regional Specialist managing sales of hedge funds and private equity for Bank of America Private Bank. Requires extensive financial services experience with travel requirements.
Responsibilities
- Developing a comprehensive and in-depth understanding of the Bank of America Private Bank portfolio construction process with respect to alternative investments, including hedge funds, private equity, and real assets.
- Creating and executing a business strategy that allows the candidate to work independently in the territory alongside local Private Bank market leadership.
- Providing proactive and solutions-oriented feedback based on interactions with internal operations, marketing, product origination, risk, legal and compliance partners to enhance the overall client and PM experience.
- Staying current on trends impacting both the broader financial markets and alternative investment strategies in order to educate our clients and Private Bank PMs on underlying manager performance attribution and the importance of diversification.
Requirements
- 8+ years of financial services product and/or sales experience
- Knowledge of alternative investment products
- Travel throughout coverage area (3-4 days a week)
- Strong oral and written communication skills
- Self-motivated individual with a passion for alternative investments
- Undergraduate degree in Finance, Marketing or Business Administration (CFA, CAIA or MBA a plus) is preferred.
- Series 7 & 66 preferred at time of hire or must be able to obtain within 120 days of start date.
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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