Alternative Investments Strategist

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates — physical, emotional, and financial well‑being, recognizing and rewarding performance, and having an impact in the communities we serve. Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Chief Investment Office – Private Markets Investment Strategist The Chief Investment Office (CIO) provides thought leadership, investment guidance, and portfolio strategy across Merrill and Bank of America Private Bank. The CIO develops tactical and strategic asset allocation recommendations, conducts deep investment research, and publishes insights to help advisors and clients achieve their financial objectives. We are seeking a Private Markets Investment Strategist to join the CIO’s Portfolio Strategy Team. The role will contribute to the firm’s private markets research agenda and help shape CIO guidance across private equity, private credit, real assets, and multi‑asset alternatives. Responsibilities Contributes to the CIO’s investment research process by developing tactical views and actionable insights across private markets asset classes (private equity, private credit, private real estate, infrastructure, and other real assets). Conducts quantitative and qualitative research, including performance analytics, market trends, capital formation dynamics, valuation and dispersion analysis, and identifying key drivers of opportunity sets. Assesses private markets asset classes relative to other alternative and traditional asset classes, supporting the CIO’s cross‑asset‑class views. Authors high‑quality thought leadership content for Merrill and Private Bank channels— including asset‑class updates, timely market commentary, primers and deep dives, portfolio construction guidance, and CIO flagship publications. Partners with internal editorial and communications teams to ensure content aligns with CIO standards and meets regulatory and brand guidelines. Serves as a subject‑matter expert representing the CIO in client, advisor, and internal investment team interactions, delivering in‑person presentations, virtual meetings, and conference calls. Supports field‑facing teams by providing education on private markets, CIO guidance, and portfolio positioning. Collaborates with CIO strategists across Equities, Fixed Income, and Macro to integrate private markets views into multi‑asset portfolio guidance. Works closely with the CIO’s Private Markets Due Diligence Team, leveraging bottom‑up insights from alternative investment managers and incorporating manager‑level trends into top‑down research. Partners with Product, Risk, Compliance, and Distribution teams to support private markets initiatives across the organization. Required Qualifications 8+ years of experience in alternatives with a strong emphasis on private markets (private equity, private credit, private real estate, infrastructure). Bachelor’s degree required; MBA, CFA, or CAIA strongly preferred. Series 7 and Series 66 (or Series 63 & 65) required, or ability to obtain within 120 days. Desired Qualifications Background as an investment strategist, research analyst, allocator, due diligence professional, or manager selection analyst. Demonstrated expertise in investment research, including quantitative analytics, industry trend evaluation, and development of data‑driven insights. Exceptional written communication skills with the ability to translate complex research into clear, actionable guidance. Strong presentation skills and comfort engaging with sophisticated clients, advisors, and internal stakeholders. Highly organized, detail‑oriented, and capable of managing multiple projects independently. Strong relationship‑building skills and ability to work effectively across functional areas. Demonstrated leadership qualities, including the willingness to mentor and guide junior team members. Skills Analytical Thinking Financial Modeling & Forecasting Market Analysis Client & Advisor Partnership Portfolio Construction Understanding Risk Management Presentation and Communication Skills Relationship Building Business Development Awareness Product & Project Management Results Orientation Ability to interpret causation and economic/market drivers 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 #J-18808-Ljbffr Bank of America