דרושים Strategy Head-hedge Fund Origination ב-Bank Of America ב-United States, New York

Responsibilities:

• Closely follow and interpret a wide range of signals, trends, and indicators including but not limited to fundamental, macroeconomic, sentiment, positioning and technical frameworks to help determine views
• Keep abreast of academic and practitioner research in the area of quantitative investment techniques, AI and ML models
• Assist in creating exhibits and written materials on investable themes.
• Market the team’s views to sales, institutional investors and the Merrill Global Wealth & Investment Management and approved media channels
• Service clients’ bespoke quantitative research needs with varying degrees of complexity in a timely manner
• Constantly seek out new, value-added, and/or unusual sources of information
• Develop and maintain databases, indicators, and financial models integral to our research product
• Produce collaborative reports across asset classes and with fundamental analysts
• Help produce a weekly email compilation for clients, creatively packaging weekly content in an easily digestible note and curating macro research across BofA

Requirements:

• Bachelor’s degree in STEM field or equivalent years of experience, graduate work desirable
• 1-5years of experience in Financial Services, Technology or fields relevant to the role
• Strong proficiency in Microsoft Excel, Word and PowerPoint
• Experience with AI/ML techniques, large datasets, statistical analysis
• Experience with Bloomberg, FactSet, other market data applications a plus
• Comfort with public speaking/presenting to large audiences in a variety of formats (in-person, video, etc.)
• Willing to take initiative, take the lead on projects/tasks, and meet deadlines under minimal supervision.
• Strong attention to detail‎, ability to work under pressure
• Team player; ability and desire to collaborate
• Excellent project management abilities
• Strong detail orientation/ a passion for accuracy
• Excellent analytical background & strong conceptual skills
• Strong business writing skills
• Passion for financial markets

Job Description:

earnings forecasts,

Key objectives are:

• Contribute to key forecasts including S&P 500 target and bottom- up earnings outlook
• Closely follow and interpret a wide range of signals, trends, and indicators including fundamental, economic, sentiment, positioning and technical indicators in order to help craft an outlook for the market and determine sector recommendations.
• Assist in writing reports on the fundamental, macro and quantitative landscape including deep dives on topical macro themes.
• Market the team’s views/outlook to sales, clients (including institutional investors and the Merrill Global Wealth & Investment Management platform‎) and the media.
• Service clients’ bespoke project needs with varying degrees of complexity in a timely manner.
• Seek out new, value-added, and/or unusual sources of information.
• Develop and maintain databases, indicators, and financial models integral to our research product.
• Produce collaborative reports across asset classes and with fundamental analysts.
• Collaborate with junior and senior peers to develop key indicators, models, and relevant themes for the US equity markets, economy, sectors, and industry

Requirements:

• Bachelor’s degree or equivalent years of experience
• Excellent writing and communication skills
• Strong analytical background
• Fundamental equity research or accounting experience preferred. CFA candidacy a plus
• Strong proficiency in Microsoft Excel, Word and PowerPoint
• Experience using Bloomberg and FactSet; experience with other market data applications a plus
• Comfort with public speaking/presenting to large audiences in a variety of formats (in-person, video, etc.)
• Willing to take initiative, take the lead on projects/tasks, and meet deadlines under minimal supervision
• Strong attention to detail‎, ability to work under pressure
• Team player; ability and desire to collaborate
• Passion for financial markets

Depth & Scope:

• Provides people management leadership by hiring the best talent, setting goals, developing staff, managing employee performance and compensation decisions, promoting teamwork and handling any/all disciplinary actions, as required
• Develops and executes a comprehensive strategy to optimize end-to-end procedures associated with Investment platforms, ensuring alignment with regulatory requirements and business goals
• Identifies inefficiencies, control gaps, and opportunities for automation and standardization, driving scalable solutions across U.S. Wealth
• Simplifies advisor-facing processes to minimize administrative burdens and improve advisor productivity
• Redesigns client-facing workflows (e.g., onboarding, portfolio management, account administration) to enhance client satisfaction and engagement
• Works closely with National Sales and Distribution teams to implement solutions that reduce re-work and improve advisor and client experiences
• Leads effort to streamline back-office operations including trade processing and settlement, payment processing, client onboarding and transaction processing
• Identifies and addresses control gaps in operational workflows, implementing robust safeguards to mitigate risk and improve accuracy
• Oversees the enhancements and integration of U.S. Wealth investment platforms such as Pershing, Envestnet, FIS TrustDesk, and Salesforce
• Ensures platform upgrades and releases align with advisor and client needs while driving operational excellence
• Maintains a detailed understanding of FINRA and SEC regulations, ensuring all operational workflows comply with regulatory requirements
• Acts as a trusted advisor to the U.S. Wealth executive team, providing actionable insights on process optimization and platform enhancements
• Leads the adoption of advanced technologies such as robotic process automation (RPA), artificial intelligence (AI), and business intelligence tools to modernize the U.S. Wealth operating model

Education & Experience:

• Bachelor's degree and progressive work experience
• 15+ years of related experience
• 7+ years of extensive wealth management, controls, processes enhancements, investment platform, and wealth products experience required
• Series 7, 24, 63 and 65 (or equivalent) FINRA Registrations
• Exceptional problem solving and analytical skills (issue identification, problem structuring, process redesign, analysis, development of actional recommendations) and conceptual thinking abilities
• Strong understanding of and experience in implementing large scale and complex programs/projects; proven ability to work effectively with teams and individuals
• Strong understanding of and experience with industry-leading investment platform vendors (i.e., Envestnet, Pershing, etc.)
• Excellent communication skills, both written and verbal
• Advanced facilitation and influence management skills
• Proven ability to develop good business relationships with internal and external partners
• Able to work in an unstructured and fast paced environment

OCC:

• This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA.
• Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to
  investigate
  the good character, business reputation, qualifications and experience of an applicant for registration
  before
  applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to
  verify
  the accuracy and completeness of the information contained on the applicant’s Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA.
• Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, andstatements/certificationfrom job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position.

Physical Requirements:

Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%

• Domestic Travel – Occasional
• International Travel – Occasional
• Performing sedentary work – Continuous
• Performing multiple tasks – Continuous
• Operating standard office equipment - Continuous
• Responding quickly to sounds – Occasional
• Sitting – Continuous
• Standing – Occasional
• Walking – Occasional
• Moving safely in confined spaces – Occasional
• Lifting/Carrying (under 25 lbs.) – Occasional
• Lifting/Carrying (over 25 lbs.) – Never
• Squatting – Occasional
• Bending – Occasional
• Kneeling – Never
• Crawling – Never
• Climbing – Never
• Reaching overhead – Never
• Reaching forward – Occasional
• Pushing – Never
• Pulling – Never
• Twisting – Never
• Concentrating for long periods of time – Continuous
• Applying common sense to deal with problems involving standardized situations – Continuous
• Reading, writing and comprehending instructions – Continuous
• Adding, subtracting, multiplying and dividing – Continuous

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

Our Total Rewards Package

awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Depth & Scope:

• Works with executive management and sponsors across client and technology groups to agree on comprehensive IT solutions to meet/exceed business objectives for new and existing systems/applications
• Ensures proposed solutions adhere to TDS-wide and TD-wide Architecture guiding principles, articulate strategic vs tactical balance in solution delivery
• Develops comprehensive IT strategy to support Global Fixed Income Derivatives, Currencies and Commodities business lines in a consistent, efficient, scalable and cohesive manner
• Manages key executive relationships with Global Head of FICM, heads of FX, Fixed Income, Derivatives, IFI business lines and Infrastructure partners – Heads of Operations, Market Risk Control, CMRM
• Ensures fiscal management of group’s budgets, forecasts and expenses both from change the bank (projects budget) and run the bank perspective
• Delivers a number of programs outlined in Infrastructure Strategy on time, budget and scope achieving benefits outlined in each business case. Specific deliveries include:
• FX trade booking platform replacement and consolidation
• eFX Strategy – new eFX platform implementation
• Fixed Income Derivatives Strategy – product capabilities expansion and platforms consolidation
• Valuation Services delivery for Market Risk and PL program – consolidated consistent valuation and risk generation across FICM
• Valuation Services delivery for eFI strategy
• Manages integration of all systems, projects and technical interfaces to ensure a high level of service and support to the client and efficient system operation
• Researches and innovates to build/buy or reuse system components
• Ensures operational, reputational, and proprietary risks are minimized and focus on process improvement
• Champions and sponsors Agile transformation across TDS, articulates Agile Development Strategy, leads by example changing approach and culture within the team, defines appropriate practices across TDS helping other teams to succeed
• Builds a global team across Toronto, New York, London. Partners closely with Singapore team to ensure alignment on the strategy in delivery to Singapore region. Strives to optimize operational cost of running existing platforms and invest prudently in platforms to stay current and increase operational efficiency
• Leads the development and implementation of the following key platforms (along with several other smaller technologies):
  • Pre-trade analytics and trading tools (multiple applications)
  • Valuation Services
  • Murex FXO and GPM
  • Wall Street
  • Calypso Derivatives
  • TDFX Live, TDFX and TDFI platforms
  • eFX (Broadway) platform
  • AD+, FXCenter platforms
  • Darwin

Education & Experience:

• Minimum Bachelor's degree in Computer Science
• 10+ years related experience required
• Demonstrated excellent management, organizational and leadership skills required
• Proven ability to manage large and complex projects simultaneously
• Excellent communication skills, both verbal and written required
• Financial modelling skills required
• Technical knowledge of technology in capital markets
• Advanced PC skills required

OCC Language:

• This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA
• Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to
  investigate
  the good character, business reputation, qualifications and experience of an applicant for registration
  before
  applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to
  verify
  the accuracy and completeness of the information contained on the applicant’s Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA
• Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, andstatements/certificationfrom job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position

awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Responsibilities:

• Professionals on the Team develop research-driven strategic and tactical trading ideas.
• Interact with Financial Advisors to provide advice on portfolio hedging and positioning based on client's objectives and risk tolerance; and engage in the structuring, origination, positioning and execution of OTC derivatives and fully funded transactions across all asset classes.
• Will help to execute platform development initiatives aimed at improving the origination processes, drive scale of product utilization and improving the advisor experience.

Qualifications:

• 2-5 years of prior experience working in client coverage, platform development and/or OTC structuring capacity.
• Direct experience with structured notes, OTC derivatives background with at least partial cross-asset derivatives skills .
• Understanding of credit policies and collateral supporting derivatives
• Multi-tasking and ability to work under pressure.
• Ability to work as a team player in a dynamic, fast-paced and collaborative work environment.
• FINRA registered representative with Series 7 & 66 required.
• MS, MBA and/or CFA are desirable but not required.

Skills:

• Analytical Thinking
• Customer and Client Focus
• Financial Forecasting and Modeling
• Financial Management
• Risk Management
• Causation Analysis
• Client Management
• Market Analysis
• Presentation Skills
• Relationship Building
• Data Management
• Project Management
• Result Orientation

Job Responsibilities

• Responsible for originating 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.
• Support strategy lead through the fund launch process by coordinating across asset managers, CIO due diligence, platform, operational, and distribution teams.
• Secondary point of contact for third party asset managers, responsible for cultivating strong relationships and creating alignment between third party managers’ and Merrill’s goals.
• Secondary liaison between asset manager and internal teams, communicating important fund updates to clients, financial advisors and to internal teams.
• Assist in ad hoc projects related to fund launch, fund pipeline and current fund offerings.
• The successful candidate will be a well-rounded individual who possesses strong interpersonal and communication skills.

Qualifications:

• 2-5+ years in financial services industry; direct experience in alternative investments industry preferred
• 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 identify, prioritize and execute timely business priorities.
• Enthusiastic about learning
• Bachelor’s degree preferred.
• SIE, Series 7 & 66 or 63 & 65 preferred at time of hire or must be able to obtain within 120 days of start date.

Skills:

• Analytical Thinking
• Customer and Client Focus
• Financial Forecasting and Modeling
• Financial Management
• Risk Management
• Causation Analysis
• Client Management
• Market Analysis
• Presentation Skills
• Relationship Building
• Data Management
• Project Management
• Result Orientation

Job Description:

Job Description:

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:

• Primary point of contact for third party asset managers, responsible for cultivating strong relationships and creating alignment between third party managers’ and Merrill’s goals.
• 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.
• Act as primary liaison between asset manager and internal teams, communicating important fund updates to clients, financial advisors and to internal teams.
• Drive business development, growth, and operational excellence across multiple lines of business in alignment with one Investment Solutions Group goal.

Qualifications:

• 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.
• Bachelor’s degree preferred; advanced degree desired (MBA or CFA; CAIA designation preferred)
• Candidates required to hold Series 7 and Series 66 (or Series 63 and 65).

Skills:

• Analytical Thinking
• Customer and Client Focus
• Financial Management
• Presentation Skills
• Risk Management
• Business Development
• Client Management
• Client Solutions Advisory
• Market Analysis
• Negotiation
• Causation Analysis
• Financial Forecasting and Modeling
• Product Management
• Relationship Building
• Result Orientation