Alternative Investments Technical Analyst

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Job Description:
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.

The Alternative Investment Technical Specialist associate will provide support to Alternative Investment Specialists as well as Financial Advisors on suite of hedge fund products in order to drive utilization of those products. The associate will assist in the coordination of all custom alternative investments proposals, as well as internal collateral, related to hedge fund investing.

Responsibilities:

• Delivers customized, client-approved portfolio analyses in defined timeframe with high degree of detail and specificity.
• Maintains and updates ongoing pipeline of sales opportunities across strategies, and track sales related to those opportunities.
• Manages ongoing collateral to report on performance and updates to hedge fund strategies and platform.
• Partners with AI Technical Specialists on aspects of portfolio construction, manager selection, product design, and fund terms.
• Participates in meetings with third-party hedge fund management firms to build knowledge base around investment concepts and strategies.

Required Qualifications:

• 2-4+ years’ experience in financial services
• Hold or attain Series 7 and 66 licenses within 120 days of hire
• Knowledge of alternative investments
• Proficient in Microsoft Office Suite

Desired Qualifications:

• Bachelor's Degree

Skills:

• Analytical Thinking
• Customer and Client Focus
• Financial Forecasting and Modeling
• Financial Management
• Risk Management
• Causation Analysis
• Client Management
• Market Analysis
• Presentation Skills
• Relationship Building
• Data Management
• Project Management
• Result Orientation

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)Pay and benefits informationPay range$97,500.00 - $134,700.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.