Alternative Investments Perpetual Funds Platform Specialist

Back to search results Alternative Investments Perpetual Funds Platform Specialist New York, New York Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge 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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!Job Description:Serve as primary Global Product & Strategy liaison with Operations, Client Services, Systems and Project Management for products and processes that cross multiple lines of business (CFA) and market segments. Coordinate and communicate requests from within Product Management back to business units and vice versa. Maintain thorough knowledge of systems and operations processes for products supported. Day-to-day responsibilities include maintaining subject matter expertise for platform functionality (including technical), product rules, regulations, guidelines and service agreements; resolve chronic service delivery or product support issues identified by client service/support organizations; act as key product representative in projects related to platform conversions/upgrades, platform or operations consolidations; act as Facilitator and/or key product representative for "best practices" and operations efficiency discussions; communicate project status to key business partners; create and communicate credit risk policies and procedures as well as implementation standards and procedures; perform product volume and trend analysis and forecasting; perform analysis on unit cost and impact to product profitability and review pricing across market segments. Will provide guidance and manage and facilitate high level strategic initiatives.Acts as a product representative and is responsible for negotiating operational fund onboarding requirements with fund managers and transfer agents. Has extensive, in-depth knowledge of product functions and can operate independently in handling transactions. Strong client relationship skills used to control and coordinate all aspects of a transaction, from onboarding to the ongoing client/advisor experience. Typically three plus years experience in a similar role. Responsibilities:Partners with private equity/hedge fund origination team and operations team to onboard new funds to the Alternative Investments PlatformResponds to inquiries on existing funds from financial advisors and sales teamMaintains relationships with fund managers/administrators and develop financial advisor communicationsActs as liaison for operational issues between Alternative Investments and fund managers/administrators including review of AML documentsRequired Qualifications:2+ years of general financial services experienceStrong communication skills, ability to collaborate across business groupsAbility to multi-task and simultaneously manage daily responsibilities and projectsSelf-starter and creative thinkerHistory of process improvementExcel, Word and PowerPoint skillsDesired Qualifications:Bachelor's Degree, preferably in business.2+ years experience in alternative investmentsSkills:Analytical ThinkingCustomer and Client FocusFinancial Forecasting and ModelingMonitoring, Surveillance, and TestingRisk ManagementCausation AnalysisClient ManagementMarket AnalysisProduct Marketing and BrandingRelationship BuildingNegotiationNetworkingPresentation SkillsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Full time JR-26027344 Manages People: No Travel: No Age requirement: Must at least be 18 years of age. New York pay and benefits information New York pay range: $100,800.00 - $151,800.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This 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. Benefits This 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 Share: Save job Job saved