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Bank Of America Private Equity Real Assets Sourcing Origination Senior Product Specialist United States, New York, New York 7489226
Job Description:
Job Description:
In addition to product sourcing, deal negotiating and feeder fund structuring this position may require connectivity with financial advisors and clients to execute complex product transactions across private placements and RICs.
Responsibilities
Initiatives specifically include:
Sourcing managers/funds
Onboarding managers and launching feeder funds and direct investments
Determining offering and pricing structures
Negotiating terms
Managing external funds relationships while assisting on existing products
Driving initiatives that advance and support a robust Alternative Investments platform that meets the unique needs of the private bank / institutional clients
In addition to product sourcing, deal negotiating and feeder fund structuring this position may act as secondary coverage for financial advisors and clients to execute complex product transactions across private placements and RICs.
Initiatives specifically include:
Sourcing managers/funds
Onboarding managers and launching feeder funds and direct investments
Determining offering and pricing structures
Negotiating terms
Managing external funds relationships while assisting on existing products
Driving initiatives that advance and support a robust Alternative Investments platform that meets the unique needs of the private bank / institutional clients
Specific responsibilities for Origination efforts will include but not be limited to:
Working in conjunction with Sales and Due Diligence to determine appropriate funds to offer to ML clients
Developing appropriate legal structure and operational process for each product
Assisting in determining pricing structures
Coordinating launching and oversight of private equity funds
Ensuring proper internal and external legal review
Coordinating internal review processes
Maintaining comprehensive knowledge of all private equity fund structures, terms and other industry trends
Specific responsibilities for the management of existing products and external fund relationship efforts will include but not be limited to:
Coordinating appropriate actions to address developing matters with existing funds
Drafting formal communications for financial advisors and clients
Ongoing maintenance of platform collateral
Required Qualifications:
Knowledge of financial markets required, a lean toward private markets.
Ability to manage and execute multiple projects
Excellent written and verbal communication skills
8 years of alternative experience, preferably within private equity origination or deal sourcing
Desired qualifications:
Series 7 and 66 preferred or ability to obtain within 120 days of start date
Bachelors degree (concentrated in Finance or related field)Business MBA preferred
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
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