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Bank of America
Jersey City, NJ, United States
Product Specialist – ISG Managed Investments Pennington, New Jersey;Jersey City, New Jersey 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 s
Job Source: Bank of AmericaPrincipal Financial Group
New York, NY, United States
What You'll Do In this newly established Global Wealth Alternatives team, the Product Specialist - Alternative Investments will work closely with Senior Managing Director, Head of Global Wealth Alternatives! The team is responsible for establishing and leading efforts related to market research, product development, vehicle launch, marketing, and
Job Source: Principal Financial GroupUBS
Weehawken, NJ, United States
Your role Are you a diligent professional with commitment to high quality work? Do you have a proven track record of driving continuous improvement while focusing on execution? UBS is seeking a highly motived and ambitious individual to join our Alternative Investment department as we transform this exciting space into a strategic growth engine f
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UHNW Capital Markets Specialist 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 t
Job Source: Bank of AmericaPrincipal Financial Group
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**What You'll Do** In this newly established Global Wealth Alternatives team, the Product Specialist - Alternative Investments will work closely with Senior Managing Director, Head of Global Wealth Alternatives! The team is responsible for establishing and leading efforts related to market research, product development, vehicle launch, marketing, a
Job Source: Principal Financial GroupPrudential Financial
Newark, NJ, United States
PGIM Investments - Alternative Investment Solutions Specialist (US) Firm Description PGIM is a leading global asset manager, with $1.3 trillion in assets under management, 46 offices in 18 different countries and jurisdictions, and more than 1,400+ investment professionals located in key financial centers around the world. Our firm is built on a fo
Job Source: Prudential FinancialVelocity Search Group
New York, NY, United States
Our client, an asset management firm located in NYC is currently hiring a Business Analyst with Private Equity/Private Credit experience.. This is a hybrid position (3 days onsite 2 days remote). This is a contract opportunity that will last 6 months to 1 year with the possibility of extension. Qualified candidates should send their resume (Word Fo
Job Source: Velocity Search GroupCAIS
New York, NY, United States
CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. CAIS provides financial advisors with a broad sele
Job Source: CAISNew York, NY, United States
Product Specialist - ISG - Alternative Investments
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!
Job Description:
Acts as the senior product representative on a client team and is solely responsible for all product transactions with key clients. Negotiates fee structures. Has extensive, in-depth knowledge of product functions and can operate independently in handling transactions. Strong client relationship skills used to control and coordinate all aspects of a transaction, from marketing and documentation to closing. Develops aggressive marketing plans and strategies affecting an entire region or section. Individuals in this role are typically a third year Principal.
Responsibilities:
-Partner with private equity/hedge fund origination team and operations team to onboard new funds to the Alternative Investments Platform
-Respond to inquiries on existing funds from financial advisors and sales team
-Maintain relationships with fund managers/administrators and develop financial advisor communications
-Act as liaison for operational issues between Alternative Investments and fund managers/administrators
Required Qualifications:
-Bachelor’s Degree required, preferably in business
-Six plus years alternative investments or financial services experience
-Strong communication skills, ability to collaborate across business groups
-Ability to multi-task and simultaneously manage daily responsibilities and projects
-Self-starter and creative thinker
-History of process improvement
-Excel, Word and Powerpoint skills
Skills:
Analytical Thinking
Customer and Client Focus
Financial Forecasting and Modeling
Monitoring, Surveillance, and Testing
Risk Management
Causation Analysis
Client Management
Market Analysis
Product Marketing and Branding
Relationship Building
Negotiation
Networking
Presentation Skills
Minimum Education Requirement: Bachelors degree required, preferably in Business
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 and affirmative action, 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.
To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .
To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .
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 .
Email Alert for Product Specialist - ISG - Alternative Investments jobs in New York, NY, United States
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