Market Linked Investments Origination Specialist
Overview
UHNW Market Linked Investments Origination Specialist at Bank of America leads structured product origination for retail and UHNW clients. Drive responsible growth and deliver tailored solutions across cross-asset derivatives.
What You'll Do9
- 1Develop research-driven strategic trading ideas and provide portfolio hedging advice
- 2Engage in structuring origination and execution of OTC derivatives and structured notes
- 3Prepare term sheets and pricing models for cross-asset derivatives
- 4Coordinate transaction bookings with support departments
- 5Contribute to technology development for emerging platform needs
- 6Own end-to-end origination process including client advisory and documentation
- 7Drive business development and relationship building within wealth management
- 8Analyze market trends and develop financial forecasting models
- 9Collaborate with internal teams to ensure compliance and risk management
Requirements10
- 18+ years financial industry experience
- 25+ years equity derivatives expertise
- 3Prior structured products/OTC derivatives experience preferred
- 4Strong quantitative and analytical skills
- 5SIE Series 7 license required
- 6Series 66 license preferred
- 7Ability to obtain license within 120 days of start date
- 8Proven ability to work from home initially
- 9Onsite requirement for selected candidates
- 10Competitive salary range $135,000-$203,500 annually
Salary Insight
Salary not disclosed in listing
Location
Required Skills
Similar open positions
Explore active roles that match your skills and interests.
13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
VerifiedAlternative Investments Sales Strategy Analyst
Bank of America seeks a professional to lead planning execution and follow-up of educational events focused on Alternative Investments. This role partners with internal stakeholders and external partners to deliver in-person and virtual experiences for financial advisors clients and prospective clients. The analyst manages multiple workstreams ensuring seamless delivery from initial planning through post-event reporting while adhering to firm policies and compliance requirements.
13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
VerifiedPrivate Equity Senior Product Specialist, Real Assets Sourcing
You will own product sourcing and origination for Private Equity and Real Assets across the Alternative Investments platform at Bank of America. You will manage complex transactions from marketing to closing, negotiating fees and terms with fund sponsors. You will coordinate with sales, due diligence, and legal teams to launch and oversee feeder funds and direct investments. This role stands out for its deep focus on illiquid assets, including private equity, credit, real estate, and infrastructure.
94-1687665 Bank of America, National Association
VerifiedPortfolio Manager III - Bank of America
Lead a team of professionals to deliver exceptional investment solutions for high net worth investors. You will design and oversee customized investment strategies while managing complex portfolios across multiple asset classes. This role drives client success and contributes to the firm's reputation as a leader in wealth management.
94-1687665 Bank of America, National Association
VerifiedPrivate Client Advisor II, Wealth Management
You will acquire new clients and deepen relationships for Bank of America Private Bank, targeting $3MM+ investable assets per client. You will lead the Client Management Process, partnering with specialists across the bank to deliver a branded client experience. This role sits within a collaborative team in Houston, with access to comprehensive wealth solutions. You will own business development from sourcing to closing, and you will be a trusted advisor for high-net-worth clients.
13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
VerifiedAlternative Investments Platform Specialist
Own the onboarding of private equity and hedge funds onto Bank of America's Alternative Investments platform, collaborating with operations and origination teams. Serve as the primary liaison between product management, operations, and fund managers, resolving complex operational issues including AML compliance. Drive product improvements and process efficiencies across the platform, ensuring smooth fund launches and advisor support. This role offers direct exposure to institutional fund relationships and strategic initiatives within a leading global bank.
94-1687665 Bank of America, National Association
VerifiedSenior Relationship Manager Development Program - Bank of America
Join Bank of America as part of the Healthcare Education Not-for-Profit business to lead a 12-month program building commercial banking sales and credit expertise. This role prepares participants to become Senior Relationship Managers. The position focuses on expanding our Upper Midwest presence through integrated financial solutions.