Alternative Investments Strategist

Bank of America

New York, NY, United States
Base: $121,500.00 - $212,000.00 annualized; bonus:...
Onsite
8+ years alternatives experience
Private equity private credit real estate
Quantitative and qualitative research skills
The role contributes to the Chief Investment Office's investment research process by developing tactical views across private markets asset classes

Job Summary

  • The role contributes to the Chief Investment Office's investment research process by developing tactical views across private markets asset classes.
  • Candidates will author high-quality thought leadership content including market commentary, primers, and portfolio construction guidance for Merrill and Private Bank channels.
  • This position offers an annual discretionary incentive plan and industry-leading benefits including paid time off and wellness resources.

Matching Summary

The role contributes to the Chief Investment Office's investment research process by developing tactical views across private markets asset classes.

Salary

Base: $121,500.00 - $212,000.00 annualized; Bonus: Discretionary incentive eligible; Benefits: Industry-leading benefits and paid time off

Skills & Requirements

Must-have

  • 8+ years alternatives experience
  • Private equity private credit real estate
  • Quantitative and qualitative research skills
  • Series 7 and Series 66 licenses
  • High quality thought leadership content creation

Nice-to-have

  • MBA CFA or CAIA preferred
  • Strong presentation and communication skills
  • Experience mentoring junior team members
  • Background in manager selection analysis
  • Ability to translate complex research

Key Requirements

  • Bachelor's degree required
  • Series 7 and Series 66 (or 63 & 65) required
  • 8+ years of experience in alternatives
  • MBA, CFA, or CAIA strongly preferred

Work Rights

Not specified

Tailored Resume

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