Alternative Investments Strategist

Alternative Investments Strategist

New York, New York

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Job Description:

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 wellness, recognizing and rewarding performance, and how we make 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 which allows for 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. Join us!

Job Description:

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. This individual 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. This includes 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

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

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Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.