Bank of America
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. 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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
Job Description
The Chief Investment Office (CIO) is the centralized resource to access the latest insights and solutions across the enterprise. The CIO helps Advisors establish a disciplined investment process and offer goals-based strategies that are grounded in the best thinking of the Firm. The Chief Investment Office provides thought leadership on wealth management, investment strategy and global markets and delivering strategic and tactical investment advice and in-depth guidance on portfolio strategies. The team delivers portfolio management solutions by developing and maintaining robust frameworks, services and tools to deliver goals-based wealth management (e.g., asset allocation and portfolio construction; all asset classes), and managing discretionary single asset and multi asset portfolios.
The CIO Due Diligence team includes investment manager research, sourcing, and selection utilizing a strong investment governance process including the ongoing monitoring of traditional and alternative strategies.
The Private Market Due Diligence Analyst leads the investment due-diligence process from start to finish on new funds added to the platform, which includes sourcing and analyzing investments, monitoring existing fund investments, writing detailed investment memos and commentaries, presenting findings to committees and working on team projects.
The ideal candidate will possess:
Strong General Partner (GP) network to source high quality fund investments. Strong understanding and experience investing in illiquid private market strategies including Buyout, Venture Capital, Real-Estate, Infrastructure and Private Credit. Company specific modelling and valuation skills necessary to assess underlying private company investments. Strong analytical skills and the ability to synthesize information through both a quantitative and qualitative lens. Job requires strong written and communication skills in order to present findings to committees, advisors and clients in a clear and articulate way. Strong presentation skills are a plus. Must be comfortable dealing with senior executives at private market firms. Team player comfortable working across Investment Solutions Group (ISG) and Business lines Travel (approximately 25%is involved to meet fund managers and attend annual meetings.
Qualifications/Desired Skills:
Master’s degree preferred. Advanced designation (CFA, CAIA, CPA) preferred. Minimum of 7+ years of investment experience with a strong focus on private market investments, ideally in private credit, Buyout, Venture Capital, Real-Estate, or Infrastructure. Additional skills include proficiency with Excel, Thompson One, Preqin and Cambridge data for modeling purposes. Series 7 and 66 licenses or ability to obtain within 120 days of hire required
Skills:
Analytical Thinking Attention to Detail Causation Analysis Presentation Skills Research Critical Thinking Oral Communications Written Communications Active Listening Data Quality Management Trading and Investment Analysis
Shift:
1st shift (United States of America)
Hours Per Week:
40 Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Banking Referrals increase your chances of interviewing at Bank of America by 2x Get notified about new Diligence Analyst jobs in
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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. 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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
Job Description
The Chief Investment Office (CIO) is the centralized resource to access the latest insights and solutions across the enterprise. The CIO helps Advisors establish a disciplined investment process and offer goals-based strategies that are grounded in the best thinking of the Firm. The Chief Investment Office provides thought leadership on wealth management, investment strategy and global markets and delivering strategic and tactical investment advice and in-depth guidance on portfolio strategies. The team delivers portfolio management solutions by developing and maintaining robust frameworks, services and tools to deliver goals-based wealth management (e.g., asset allocation and portfolio construction; all asset classes), and managing discretionary single asset and multi asset portfolios.
The CIO Due Diligence team includes investment manager research, sourcing, and selection utilizing a strong investment governance process including the ongoing monitoring of traditional and alternative strategies.
The Private Market Due Diligence Analyst leads the investment due-diligence process from start to finish on new funds added to the platform, which includes sourcing and analyzing investments, monitoring existing fund investments, writing detailed investment memos and commentaries, presenting findings to committees and working on team projects.
The ideal candidate will possess:
Strong General Partner (GP) network to source high quality fund investments. Strong understanding and experience investing in illiquid private market strategies including Buyout, Venture Capital, Real-Estate, Infrastructure and Private Credit. Company specific modelling and valuation skills necessary to assess underlying private company investments. Strong analytical skills and the ability to synthesize information through both a quantitative and qualitative lens. Job requires strong written and communication skills in order to present findings to committees, advisors and clients in a clear and articulate way. Strong presentation skills are a plus. Must be comfortable dealing with senior executives at private market firms. Team player comfortable working across Investment Solutions Group (ISG) and Business lines Travel (approximately 25%is involved to meet fund managers and attend annual meetings.
Qualifications/Desired Skills:
Master’s degree preferred. Advanced designation (CFA, CAIA, CPA) preferred. Minimum of 7+ years of investment experience with a strong focus on private market investments, ideally in private credit, Buyout, Venture Capital, Real-Estate, or Infrastructure. Additional skills include proficiency with Excel, Thompson One, Preqin and Cambridge data for modeling purposes. Series 7 and 66 licenses or ability to obtain within 120 days of hire required
Skills:
Analytical Thinking Attention to Detail Causation Analysis Presentation Skills Research Critical Thinking Oral Communications Written Communications Active Listening Data Quality Management Trading and Investment Analysis
Shift:
1st shift (United States of America)
Hours Per Week:
40 Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Banking Referrals increase your chances of interviewing at Bank of America by 2x Get notified about new Diligence Analyst jobs in
New York, NY . New York City Metropolitan Area $70,000.00-$100,000.00 2 weeks ago New York, NY $80,000.00-$90,000.00 1 month ago New York, NY $85,000.00-$145,000.00 2 weeks ago Jersey City, NJ $100,000.00-$140,000.00 1 week ago Investment Banking Division - Technology Business Analyst / Associate - New York or Menlo Park
New York, NY $110,000.00-$125,000.00 1 day ago Portfolio Analyst/Junior Trader, Global Equities, FX and Rates
Manhattan, NY $125,000.00-$150,000.00 1 month ago New York, NY $100,000.00-$130,000.00 2 days ago Portfolio Analyst/Junior Trader, Fixed Income and FX
New York, NY $125,000.00-$150,000.00 1 week ago New York, NY $90,000.00-$115,000.00 2 weeks ago New York, NY $168,500.00-$228,000.00 2 weeks ago New York, NY $125,000.00-$150,000.00 1 week ago New York, NY $80,000.00-$100,000.00 1 week ago New York, NY $168,500.00-$232,500.00 2 weeks ago New York, NY $63,000.00-$76,000.00 4 days ago Business Analyst with good knowledge of Impact and Clearing, Settlement & Custody Exp.
New York, NY $200,000.00-$250,000.00 2 weeks ago New York, NY $168,500.00-$232,500.00 1 week ago Quantitative Analyst/Associate - Investment Risk
New York, NY $105,000.00-$125,000.00 2 weeks ago New York, NY $100,000.00-$175,000.00 3 weeks ago New York, NY $75,000.00-$90,000.00 2 weeks ago New York, NY $57,000.00-$115,000.00 1 week ago New York, NY $100,000.00-$175,000.00 3 weeks ago New York, NY $65,500.00-$102,500.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr