Alternative Investment Technical Specialist

Bank of America Merrill Lynch

New York, NY, USA
Base: $200,000.00 - $258,500.00 annualized; bonus:...
Onsite
15+ years financial services experience
Hedge fund product knowledge
Client relationship management
The role involves serving as a subject matter expert on hedge fund products to drive utilization among UHNW and Institutional clients

Job Summary

  • The role involves serving as a subject matter expert on hedge fund products to drive utilization among UHNW and Institutional clients.
  • Employees are eligible for an annual discretionary award based on individual performance and company success.
  • The position requires working onsite in accordance with the workplace excellence policy at ONE BRYANT PARK.

Matching Summary

The role involves serving as a subject matter expert on hedge fund products to drive utilization among UHNW and Institutional clients.

Salary

Base: $200,000.00 - $258,500.00 annualized; Bonus: Discretionary incentive eligible; Benefits: Industry-leading benefits and paid time off

Skills & Requirements

Must-have

  • 15+ years financial services experience
  • Hedge fund product knowledge
  • Client relationship management

Nice-to-have

  • CFA or CAIA designation
  • Third-party asset manager relationships
  • Customized proposal execution

Key Requirements

  • Series 7 license within 120 days
  • Series 66 license within 120 days
  • 15+ years experience in financial services

Work Rights

Not specified

Tailored Resume

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