Job Description

Responsibilities Educates internal partners including financial advisors on investment solutions using in-depth knowledge. Thinks strategically and can analyze investment options and relay to clients in an understandable manner. Utilizes strong communication skills both verbal and written. Manages relationships with internal parties as well as external vendors. Operates with the ability to detect, compare, and correct errors by checking the data for accuracy and consistency. Works with more senior leaders and executives utilizing strong executive presence and ability to lead meetings. Leads investment due‑diligence or new funds. Interacts with financial advisors and clients explaining merits and risk of the fund and private credit space. Attends annual meetings and conducts on‑site meetings. Required Qualifications 8+ years private markets fund investment due‑diligence experience, with preference for candidates focused specifically on private credit fund analysis. Series7 and Series66 (or Series63 & 65) required, or ability to obtain within 120 days of hire. Proficiency with Excel, Pitchbook, Preqin, and Cambridge data for modeling purposes. Bachelor’s or Master’s degree. Desired Qualifications Analytical Thinking Attention to Detail Causation Analysis Presentation Skills Research Critical Thinking Data Governance Decision Making Oral Communications Written Communications Active Listening Data Quality Management External Resource Management Trading and Investment Analysis Vendor Management Work Details Shift: 1st shift (United States of America) • Hours per week: 40 Compensation Annualized salary: $150,000.00–$228,200.00, determined based on experience, education, and skill set. Discretionary incentive eligible. Employees may be eligible for an annual discretionary award based on overall performance. Benefits Industry‑leading benefits, access to paid time off, resources and support to enable employees to make a genuine impact and contribute to sustainable growth. Location Onsite in NewYork, NY – ONE BRYANT PARK – BANK OF AMERICA TOWER (NY1100). Employees currently working from home are eligible to apply but may be required to work onsite if selected. Equal Employment Opportunity Bank of America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or veteran status. #J-18808-Ljbffr

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