Bank of America · 1 day ago
Senior Product Specialist - Private Equity and Real Assets Sourcing and Origination
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
$116K/yr - $225K/yr
8+ years expBank of America is committed to helping make financial lives better through every connection. The Senior Product Specialist will act as the primary product representative for key clients, managing all product transactions and ensuring strong client relationships while overseeing the private equity and real assets offerings.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Working in conjunction with Sales and due Diligence to determine appropriate funds to offer to ML clients
Developing appropriate legal structure and operational process for each product
Assisting in determining pricing structures
Negotiating business and operating terms with fund managers
Coordinating launching and oversight of private equity funds
Coordinating investment and business due diligence efforts
Ensuring proper internal and external legal review
Coordinating internal review processes
Creating contractual agreements and business proposals
Analyzing private equity offering documents to determine business, legal and headline risk
Maintaining comprehensive knowledge of all private equity fund structures, terms and other industry trends
Specific responsibilities for the management of existing products and external fund relationship efforts will include but not be limited to:
Coordinating appropriate actions to address developing matters with existing funds
Drafting formal communications for financial advisors and clients
Ongoing maintenance of platform collateral
Integration of offerings across the Bank of America platform
Qualification
Required
Knowledge of financial market
Demonstrated capability to work in a team environment
Ability to manage and execute multiple projects
Excellent written and verbal communication skills
Series 7 and 63/65 or 66 preferred at time of hire or must be able to obtain within 120 days of start date
Preferred
8+ years of general financial industry experience with preference of strong alternative experience, within private equity origination or deal sourcing
Bachelor's degree (concentrated in Finance or Business MBA)
Knowledge of private markets
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
10001+ employees
H1B Sponsorship
Bank of America has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)
Funding
Current Stage
Public CompanyTotal Funding
$3.59BKey Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M
Leadership Team
Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
Rami Salem
SVP Strategic Competitive Intelligence
Recent News
2026-01-05
Company data provided by crunchbase