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UHNW Sr. Product Specialist - OTC EQ
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Full-time
- Job Description: The Investment Solutions Group (ISG) provides investment solutions, trading capabilities, fiduciary execution, advisor and client support for all Bank of America’s wealth channels including Merrill Lynch Wealth Management, BofA Private Bank and Merrill Edge. ISG serves around three and a half million clients and eighteen thousand advisors across these channels.
- ISG offers a wide breath and depth across investment solutions, trading and fiduciary execution including traditional investments, alternative investments, personal retirement solutions, impact solutions.
- Job Description: The Structuring, Origination and UHNW Solutions team (“the Team") is cross-asset structured products unit responsible for originating, structuring, positioning and executing transactions for both retail and Ultra High Net Worth clients based across the Americas.
- Focus on over-the-counter and securitized cross-asset products with embedded vanilla or light-exotic optionality on equity, commodities, currencies, interest rates and hybrid underlying assets.
- As part of their 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 the asset classes.
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