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Bank Of America Alternative Investments Private Equity Platform Specialist 
United States, New York, New York 
340978313

23.06.2025

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 document.
  • Strong client relationship skills used to control and coordinate all aspects of a transaction, from onboarding to the ongoing client/advisor experience.

Qualifications:

  • 2-5+ years of general financial services experience
  • 2 plus years’ experience in alternative investments strongly preferred.
  • Bachelor’s Degree preferred, preferably in business.
  • 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.

Skills:

  • 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
1st shift (United States of America)