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Bank Of America Market Linked Investments Origination Specialist 
United States, New York, New York 
273080505

19.07.2024


Typically acts as the secondary coverage for clients. Extensive product knowledge. Interacts with clients to execute complex product transactions that generate significant revenue. Works under direction of more senior associates.

Responsibilities:

As part of their responsibilities, professionals on the Team develop research-driven strategic and tactical trading ideas; 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/or Structured Notes/Market-Linked Investments.

The successful candidate will be a well-rounded individual who possesses strong quantitative, analytical and communication skills. Will be responsible for providing all aspects of the origination and structuring including preparing term sheets/prospectuses, marketing materials and presentations; pricing equity derivatives, executing transactions and coordinating the booking of transactions with relevant support departments.

  • Facilitate the structuring, origination, positioning and execution of Structured Notes or Market-Linked Investments (Domestic and International)
  • Develop and maintain strong relationships with Global Markets trading/structuring partners, third party issuers and hedge providers
  • Partner to help drive modernization work of our MLI platform, helping to transform our origination process and FA experience
  • Partner with internal sales specialists to optimize the adoption and distribution of products
  • Interact with trading, internal sales and financial advisors on a daily basis to relay market color, research, and trading related information
  • Identify research-driven trading ideas and market opportunities to drive business
  • Liaise and interact with traders to facilitate transactions and provide competitive pricing for clients
  • Manage secondary market of market-linked structures
  • Liaise with key partners including members of legal, compliance, trading and research
  • Proactively develop and maintain relationships with financial advisors
Required Qualifications:
  • At least 2-5 years of relative work experience in financial industry
  • Strong equity derivatives skills and at least 3-5 years of prior experience working in a structured products/OTC derivatives capacity.
  • Demonstrated experience with facilitation of the structuring, origination, positioning and execution of Structured Notes or Market-Linked Investments (Domestic and International)
  • Possess strong quantitative, analytical and communication skills
  • Bachelors degree required
  • FINRA registered representative with Series 7, 63/66 and 79 preferred or ability to be obtained within 120 days
Skills:
  • Analytical Thinking
  • Financial Forecasting and Modeling
  • Presentation Skills
  • Relationship Building
  • Risk Management
  • Causation Analysis
  • Client Management
  • Market Analysis
  • Monitoring, Surveillance, and Testing
  • Product Marketing and Branding
  • Business Analytics
  • Data Visualization
  • Networking
  • Product Management

Bachelors degree required

1st shift (United States of America)