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Private Equity Product Origination Analyst

New York, New York

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Responsibilities:

The **Private Equity and Real Assets Origination Group** strives to develop and maintain a comprehensive Alternative Investments offering set across client demographics and delivery platforms.

Initiatives specifically include:

•Sourcing managers/funds

•Onboarding managers and launching funds, including:

•Determining offering and pricing structures

•Negotiating terms

•Driving initiatives that advance and support a robust AI platform that meets the unique needs of the private bank/institutional clients

•Managing existing products & external fund relationships

Specific responsibilities for Origination efforts include:

• Developing fund marketing collateral and coordinating internal reviews

• Determining appropriate funds to offer to Merrill Lynch clients in conjunction with Sales and Due Diligence

• Developing an appropriate legal structure and operational process for each product

• Negotiating business and operating terms with fund managers

• Coordinating launching and oversight of AI Funds for the private bank/institutional investors, including the creation and maintenance of channel-specific materials

• Coordinating investment and business due diligence efforts

• Ensuring proper internal and external legal review

• Creating offering documents, contractual agreements, and business proposals

• Analyzing private equity organization and offering documents to determine business, legal, and headline risk

• Maintaining comprehensive knowledge of all private equity structures, terms, and industry trends

• Running product based analyses and comparisons to determine the competitive landscape

Specific responsibilities for the management of existing products and external fund relationship efforts include:

• Maintaining fund marketing collateral

• Ongoing maintenance of platform offering documents

• Ongoing relationship management with fund managers

• Coordinating appropriate actions to address issues with existing private equity funds

• Drafting formal communications for Merrill Lynch Financial Advisors and clients

Qualifications:

• 2-5+ years of relative experience

• SIE, Series 7, 63/65 or Series 66 or must be willing to obtain within 120 days of start date

• Proficiency in Excel and PowerPoint

• Knowledge of financial markets

• Ability to simultaneously manage and execute multiple projects

• Ability to coordinate with other areas of the GWIM organization

• Bachelor’s degree (concentrated in Finance or Business preferred) or equivalent work experience

• Experience as a Paralegal is a plus

Skills:

+ Analytical Thinking

+ Financial Forecasting and Modeling

+ Presentation Skills

+ Relationship Building

+ Risk Management

+ Causation Analysis

+ Client Management

+ Market Analysis

+ Monitoring, Surveillance, and Testing

+ Product Marketing and Branding

+ Business Analytics

+ Data Visualization

+ Networking

+ Product Management

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

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Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.