Bank of America · 4 days ago
Product Specialist I (Structuring, Origination & UHNW Solutions)
New York, NY
Full-time
Onsite
Entry, Mid Level
2+ years expBank of America is committed to helping make financial lives better through every connection and strives to be a great place to work. The Product Specialist I will be part of a team responsible for originating, structuring, and executing transactions for retail and Ultra High Net Worth clients, focusing on cross-asset structured products.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Professionals on the Team develop research-driven strategic and tactical trading ideas
Interact with Financial Advisors to provide advice on portfolio hedging and positioning based on client's objectives and risk tolerance; and engage in the structuring, origination, positioning and execution of OTC derivatives and fully funded transactions across all asset classes
Will help to execute platform development initiatives aimed at improving the origination processes, drive scale of product utilization and improving the advisor experience
Qualification
Required
2-5 years of prior experience working in client coverage, platform development and/or OTC structuring capacity
Direct experience with structured notes, OTC derivatives background with at least partial cross-asset derivatives skills
Understanding of credit policies and collateral supporting derivatives
Multi-tasking and ability to work under pressure
Ability to work as a team player in a dynamic, fast-paced and collaborative work environment
FINRA registered representative with Series 7 & 66 required
Preferred
MS, MBA and/or CFA are desirable but not required
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