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!

This job is responsible for providing in-depth knowledge of investment solutions to internal partners including financial advisors. Key responsibilities include sourcing and analyzing investments, monitoring existing fund investments, writing detailed investment memos and commentaries and presenting findings to committees as an individual or team. Job expectations include strong analytical skills with the ability to synthesize information through a quantitative and qualitative lenses, and strong understanding of financial markets.

The senior private credit fund analyst should have experience leading investment due-diligence across drawdown, private BDC's and interval funds, all focused on the broad private credit asset class.

Responsibilities:

• Educates internal partners including financial advisors on investment solutions using in-depth knowledge
• Thinks strategically and can analyze investment options and relay to clients in understandable manner
• Utilizes strong communication skills both verbal and written
• Manages relationships with internal parties as well as external vendors
• Operates with the ability to detect, compare, and correct errors by checking the data for accuracy and consistency
• Works with more senior leaders and executives utilizing strong executive presence and ability to lead meetings
• Leads investment due-diligence or new funds
• Interacts with financial advisors and clients explaining merits and risk of the fund and private credit space
• Attends annual meetings and conducts on-site meetings

Required Qualifications:

• 8+ yrs private markets fund investment due-diligence experience with a preference for candidates who have focused specifically on private credit fund analysis.
• Proficiency with Excel, Pitchbook, Preqin and Cambridge data for modeling purposes.
• Series 7 and Series 66 (or Series 63 & 65) required, or ability to obtain within 120 days of hire.

Desired Qualifications:

• Bachelor’s or Master’s degree

Skills:

• Analytical Thinking
• Attention to Detail
• Causation Analysis
• Presentation Skills
• Research
• Critical Thinking
• Data Governance
• Decision Making
• Oral Communications
• Written Communications
• Active Listening
• Data Quality Management
• External Resource Management
• Trading and Investment Analysis
• Vendor Management

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Job Tags

Work at office, Shift work, Day shift

Similar Jobs