Bank of America · 2 days ago
Strategy Head-Hedge Fund Origination
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expBank of America is committed to helping make financial lives better through the power of every connection. The Strategy Head-Hedge Fund Origination role involves leading the Hedge Fund Origination & Product Management team to provide investment strategies and manage relationships with third-party asset managers for Merrill and Private Bank clients.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Primary point of contact for third party asset managers, responsible for cultivating strong relationships and creating alignment between third party managers’ and Merrill’s goals
Responsible for sourcing best in class hedge fund offerings for Merrill and Private Bank clients; must anticipate needs of wealth management client base, understand industry trends and new product development, and utilize network of asset manager connections to find new offerings
Responsible for negotiating business terms, such as offering and price structures, exclusivity, capacity and protection rights for Merrill and Private Bank clients and drafting distribution agreement with asset managers
Lead the fund launch process by coordinating across asset managers, CIO due diligence, platform, operational, and distribution teams
Act as primary liaison between asset manager and internal teams, communicating important fund updates to clients, financial advisors and to internal teams
Drive business development, growth, and operational excellence across multiple lines of business in alignment with one Investment Solutions Group goal
Qualification
Required
8+ years in the alternative investments industry, direct relevant work a plus
Highly organized and detail oriented with the ability to think and act strategically
Excellent communication, interpersonal, and presentation skills
Ability to work independently and collaboratively at all levels within the organization
Strong project and time management skills; ability to lead cross functional work efforts
Ability to identify, prioritize and execute timely business priorities
Enthusiastic about educating junior members of the origination team, willing to delegate responsibility, and guide junior members through challenges
Candidates required to hold Series 7 and Series 66 (or Series 63 and 65)
Preferred
Bachelor's degree preferred; advanced degree desired (MBA or CFA; CAIA designation preferred)
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
2026-01-13
Company data provided by crunchbase