דרושים Vice President / Product Specialist ב-Bank Of America ב-United States, New York

Acts as a product representative and is responsible for negotiating operational fund onboarding requirements with fund managers and transfer agents.

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 onboarding to the ongoing client/advisor experience.

Job 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 including review of AML documents

Qualifications:

• 2-5+ years of general financial services experience
• 2 plus years experience in alternative investments preferred

• 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

• Bachelor’s Degree preferred, preferably in business.

• 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

Responsibilities:

• Develop and maintain banking technology applications.
• Conduct structured analyses for technological solutions applicable to investment, commercial and consumer banking processes.
• Prepare presentation materials for meetings and coordinating team meetings.
• Demonstrate understanding of the product set and business processes used within the organization.
• Communicate and interact with internal clients on a regular basis.
• Provide technical excellence to design, develop and maintain state-of-the-art technology applications utilizing technologies such as Java/EB's, C++, NET, Python and Web services.
• Apply financial model knowledge from a Risk and Margin perspective to assess Market Risk and implement technical solutions for Risk Management, adhering to specifications provided by Risk Managers.
• Design and develop business applications for portfolio risk management using Python, NLTK, Pandas, SciPy, Scikit-Learn, and Bokeh.
• Utilize Python, Bitbucket, Jenkins, Artifactory, Jira, Java, and R to design and develop high-performance, multitasking applications for large client portfolios with strict processing time requirements.
• Develop web services for security pricing and validation using modern web technologies, including React, Node.js, JavaScript, OpenFin, Webpack, and frameworks of Django, Flask, WebSocket, and SQLAlchemy.
• Remote work may be permitted within a commutable distance from the worksite.

Required Skills & Experience:

• Bachelor's degree or equivalent in Engineering (any), Computer Science, Data Science, Computer Information Systems, Management Information Systems, or related: and
• 2 years of experience in the job offered or a related IT occupation.
• Must include 2 years of experience in each of the following:
• Applying financial model knowledge from a Risk and Margin perspective to assess Market Risk and implement technical solutions for Risk Management, adhering to specifications provided by Risk Managers;
• Designing and developing business applications for portfolio risk management using Python, NLTK, Pandas, SciPy, Scikit-Learn, and Bokeh;
• Utilizing Python, Bitbucket, Jenkins, Artifactory, Jira, Java, and R to design and develop high-performance, multitasking applications for large client portfolios with strict processing time requirements; and,
• Developing web services for security pricing and validation using modern web technologies, including React, Node.js, JavaScript, OpenFin, Webpack, and frameworks of Django, Flask, WebSocket, and SQLAlchemy.

If interested apply online ator email your resume toand reference the job title of the role and requisition number.

EMPLOYER:BofA Securities, Inc.

Responsibilities:

• Monitor and perform in-depth quantitative analysis on the bank’s risk model results and limitations with determined statistical metric or threshold, using various quantitative tools such as back testing, benchmarking, calibration monitoring, and sensitivity analysis.
• Build processes to support model monitoring routines, perform statistical model testing, analyze model test results, and perform risk assessment for model performance issues.
• Support the daily process around model monitoring process and maintenance, execution and exception analysis liaising with stakeholders to diagnose model performance issues.
• Work with the model development team to understand our model implementation and assess the impact of model limitations on our monitoring results.
• Pull together the overall holistic picture of model performance along with clear conclusions on overall accuracy and remediation areas as required.
• Drive incremental improvement to our model performance assessment toolset across all business areas through automation work, development of utilities, and enhancement of visualization tools, by utilizing programming skills in Python.
• Assist in the production and presentation of reporting packages and analysis.
• Communicate the results of analysis to all model stakeholders including risk management, model development, model risk, senior management governing committees and regulatory bodies.
• Develop model performance analytical toolset by utilizing programming skills in Python.
• Drive improvements to model performance assessment tool set across all business areas through data pipeline aggregation, automation work, development of utilities, and enhancement of visualization tools.
• Monitor complex financial models, and perform quantitative analysis to model results and limitations regularly with determined statistical metric or threshold.
• Perform in-depth statistical analysis on model performance using quantitative tools of benchmarking, calibration monitoring, and sensitivity analysis.
• Remote work may be permitted within a commutable distance from the worksite.

Required Skills & Experience:

• Master's degree or equivalent in Finance, Statistics, Mathematics, Financial Engineering, or related: and
• 2 years of experience in the job offered or a related Quantitative occupation.
• Must include 2 years of experience in each of the following:
• Developing model performance analytical toolset by utilizing programming skills in Python;
• Driving improvements to model performance assessment tool set across all business areas through data pipeline aggregation, automation work, development of utilities, and enhancement of visualization tools;
• Monitoring complex financial models, and performing quantitative analysis to model results and limitations regularly with determined statistical metric or threshold; and,
• Performing in-depth statistical analysis on model performance using quantitative tools of benchmarking, calibration monitoring, and sensitivity analysis.

If interested apply online ator email your resume toand reference the job title of the role and requisition number.

Responsibilities

• Support the origination and execution of investment banking transaction mandates for large-cap corporate clients in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings.

• Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution.

• Lead due diligence processes for investment banking transactions in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings.

• Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis, such as buy and sell-side M&A, including crossborder transactions, and capital markets processes, including debt and equity offerings.

• Oversee analysts and associates on client coverage, origination, and transaction execution teams.

• Draft and negotiate engagement letters, confidentiality agreements, and other documents related to investment banking transactions.

• Attend and oversee client meetings with prospective buyers in sell-side M&A processes, including management presentations and due diligence.

• Support internal transaction and capital commitment committee processes, such as Fairness Committee, Equity Commitment Committee, and Leveraged Finance Committee.

• Handling global bank/bulge bracket investment banking transactions.

• Execute investment banking transactions and processes in a global firm environment, including both M&A and capital markets products.

• Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis.

• Conduct due diligence in connection with investment banking transactions.

• Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution.

• Lead teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes.

• Remote work may be permitted within a commutable distance from the worksite.

Required Skills & Experience

• Master's degree or equivalent in Economics, Business Administration, Finance, or related: and

• 3 years of experience in the job offered or a related Finance occupation.

• Must include 3 years of experience in each of the following:

• Global bank/bulge bracket investment banking transactions;

• Executing investment banking transactions and processes in a global firm environment, including both M&A and capital markets products;

• Preparing financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis;

• Conducting due diligence in connection with investment banking transactions;

• Preparing materials for clients and participating in client meetings during the course of investment banking deal origination and execution; and,

• Leading teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes.

• In the alternative, the employer will accept a Bachelor's degree and 5 years of progressively responsible experience.

• 10% domestic travel required, as necessary.

This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

• Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.

• Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.

• Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.

• Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.

• People Manager & Coach: Knows and develops team members through coaching and feedback.

• Financial Steward: Manages expenses and demonstrates an owner’s mindset.

• Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.

• Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.

If interested apply online ator email your resume toand reference the job title of the role and requisition number.

BofA Securities, Inc.

Job Description:

This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products.

• Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
• Receives training through the licensing/study program, ultimately earning SIE, S7 and S66 certifications
• Focuses daily on service to sales with existing Merrill clients
• Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goalsYou’re the kind of person that (required skills):
• Is client-focused with a passion for excellence and a positive team attitude.
• Is self-motivated, goal-oriented, andhas the ability tomultitask in a fast moving, performance –based environment.
• Has the ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams.
• Is an effective communicator with an aptitude for sales and relationship management
• Has strong computer skills
• Is prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66.
• Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication.
• Is ambitious, disciplined, hardworking, resilient and willing to learn.
• A bachelor’s degree, or 1-2 years of experience in a performance-based environment.
• The Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7, and/or the Series 66 licenses.
• Leadership capabilities.Skills Used in this Role:
• Establishing Trust
• Customer Service
• Overcoming Objections
• Consulting
• Risk Management
• Organization
• Critical Thinking
• Conflict Resolution
• Building Rapport
• Active Listening
• Customer Focus
• Analytical Thinking

Additional Skills:

Responsibilities:

• Optimize portfolios to meet risk appetite, management objectives, regulatory constraints, balance sheet, and earnings goals.
• Interact with market participants through trade execution and meetings with external strategists and traders.
• Estimate risk premia and return distributions.
• Conduct scenario analysis of portfolio and prospective investments.
• Generate proposals for portfolio rebalancing.
• Understand the impact of various investment strategies on Enterprise Risk Management measures and limits.
• Partner with Quantitative Finance (“QF”) and Balance Sheet Management (“BSM”) to enable best-practice NII and OCI modeling techniques.
• Comply with and complete enterprise, Treasury, and regulatory oversight routines.
• Maintain horizontal relationships with BSM and additional internal business partners such as Enterprise Capital Management (“ECM”), Global Liquidity Management (“GLM”), Strategic Asset Liability Management (""SALM""), and Compliance.
• Recognize impacts of different products on various hedge accounting strategies.
• Leverage knowledge of interest rate markets, and pricing and risk management of interest rate derivatives in the context of enterprise risk hedging.
• Perform financial and statistical analysis by utilizing Excel spreadsheets and Bloomberg, and producing presentation materials to communicate findings.
• Perform financial transaction execution activities to manage interest rate risk.
• Collaborate with partner teams to ensure the timely completion of required documentation prior to transaction execution.
• Remote work may be permitted within a commutable distance from the worksite.

Required Skills & Experience:

• Master's degree or equivalent in Finance, Mathematics, Statistics, or related: and
• 3 years of experience in the job offered or a related Finance occupation.
• Must Include 3 years of experience in each of the following:
• Leveraging knowledge of interest rate markets, and pricing and risk management of interest rate derivatives in the context of enterprise risk hedging;
• Performing financial and statistical analysis by utilizing Excel spreadsheets and Bloomberg, and producing presentation materials to communicate findings;
• Performing financial transaction execution activities to manage interest rate risk; and,
• Collaborating with partner teams to ensure the timely completion of required documentation prior to transaction execution.

If interested apply online ator email your resume toand reference the job title of the role and requisition number.

Job Description:

Job Description:
This job is responsible for leading business analysis for a Line of Business (LOB) by producing all financial reporting and disclosures in partnership with senior management, front office, and other business stakeholders. Key responsibilities include applying a knowledge and understanding of product(s), processes, and inherent risks of a product, business or function to analyze and substantiate Profit and Loss (P&L) attributes and balance sheets, establish infrastructure for new products, and approve ledger journal entries.

The Chief Financial Officer (CFO) Group

Responsibilities:

• Prepares and analyzes balance sheets and Profit and Loss (P&L) reports and validates postings and balances for a product aligned to a Line of Business (LOB) using knowledge of financial products, market risk profiles, and risk mitigation techniques and strategies
• Supports the development of strategic and annual planning and implementation, performing profitability analysis, forecasting, and financial reporting for a product or general ledger account type
• Oversees a set of product(s) or general ledger account(s) and maintains financial responsibility, including accountability for accuracy of financial reporting for Profit and Loss (P&L) activities
• Partners closely with the front office, Operations, and Technology to define business finance processes and implement related technology solutions
• Supports delivering, designing, maintaining, and enhancing Value at Risk Back-Testing (VBT) data and Management Information System (MIS) processes that may impact multiple product control businesses
• Analyzes regulatory matters, such as the Comprehensive Capital Analysis and Review (CCAR) and Recovery and Resolutions Plans (RRP), to assess risk modeling practices within the bank
• Oversight on the official daily P&L explain, P&L substantiation to market events, significant transaction review and its provision for VaR backtesting and other downstream

• Monthly Independent Price verification on both Derivatives and securities positions. Have a basic understanding and knowledge of financial models,
• Calculation of the Valuation adjustment – Validation of appropriate application and use of models for books & records.
• Maintaining/updating valuation adjustment & IPV Desk Level Procedures (DLP)
• Preparation monthly & quarterly revenue and balance sheet commentary to senior managers and regulators
• Regulatory capital disclosures, Price Testing, Sector analysis, Stress Test and Forecasting.
• Volcker/Capital related validation activities such as Volcker balance sheet review, validation of Volcker and Capital attributes for books to ensure compliance with enterprise guidelines
• Partner with Trading Desk, Trade Support, Operations, ECM and other partners on business support including new product review, accounting assessment, issue resolution
• Coordination of the monthly close process and quarterly financial reporting requirements
• Working on initiatives to simplify/automate manual processes

Required Qualifications:

• 5+ years hands on experience in Product Control or Finance group
• BS/BA Degree required (Finance, Accounting preferred)
• Global Markets experience
• Global Rates market knowledge – familiarity with a broad range of asset classes
• Derivatives product and valuation knowledge – consisting of technical expertise of models used to reprice complex transactions
• Advanced experience skills with Excel and complex spreadsheets
• Control focused, analytical, team oriented, comfortable with complex products
• Excellent organizational, communication, and relationship management skill
• Proven analytical skills including data reconciliation and interpretation.
• Ability to identify and deliver process improvements.
• Good business partnering skills

Desired Qualifications:

• Fixed income or derivative experience
• Inquisitive, willing to challenge the status quo and strive to improve processes

Skills:

• Analytical Thinking
• Attention to Detail
• Financial Accounting
• Financial Management
• Reporting
• Business Analytics
• Data Quality Management
• Financial Processing
• Price Verification and Valuation
• Scenario Planning and Analysis
• Business Acumen
• Critical Thinking
• Influence
• Prioritization
• Problem Solving