Strategy Head - Hedge Fund Origination & Product Management - Bank of America : Job Details

Strategy Head - Hedge Fund Origination & Product Management

New York, New York

**Job Description:**

As part of the Merrill organization, the Investment Solutions Group strives to provide world-class investment strategies, platforms, solutions, and support for clients across all wealth management lines of business (including Merrill and the Private Bank).

The Hedge Fund Origination & Product Management team is responsible for originating, structuring, positioning and ongoing product management of hedge fund investments for Merrill and Private Bank clients.

**Responsibilities include, but are not limited to:**

Responsible for sourcing best in class hedge fund offerings for Merrill and Private Bank clients; must anticipate needs of wealth management client base, understand industry trends and new product development, and utilize network of asset manager connections to find new offerings.

Responsible for negotiating business terms, such as offering and price structures, exclusivity, capacity and protection rights for Merrill and Private Bank clients and drafting distribution agreement with asset managers

Lead the fund launch process by coordinating across asset managers, CIO due diligence, platform, operational, and distribution teams

Primary point of contact for third party asset managers, responsible for cultivating strong relationships and creating alignment between third party managers and Merrills goals.

Act as primary liaison between asset manager and internal teams, communicating important fund updates to clients, financial advisors and to internal teams.

The successful candidate will be a well-rounded individual who possesses strong interpersonal and communication skills.

**Job Requirements:**

8+ years in the alternative investments industry, direct relevant work a plus

Highly organized and detail oriented with the ability to think and act strategically

Excellent communication, interpersonal, and presentation skills

Ability to work independently and collaboratively at all levels within the organization

Strong project and time management skills; ability to lead cross functional work efforts

Ability to identify, prioritize and execute timely business priorities

Enthusiastic about educating junior members of the origination team, willing to delegate responsibility, and guide junior members through challenges

Bachelors degree required; advanced degree desired (MBA or CFA; CAIA designation preferred)

Strong preference for candidates to currently hold Series 7 and Series 66 (or Series 63 and 65). May consider candidates who do not currently possess required licenses, but willing to obtain after commencing the role.

**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 ( .

To view the EEO is the Law Supplement, CLICK HERE ( .

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 Americas Drug-free workplace and alcohol policy, CLICK HERE .