Bank of America · 5 days ago
Alternative Investments Perpetual Funds Platform Specialist
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. The Alternative Investments Perpetual Funds Platform Specialist will negotiate operational fund onboarding requirements with fund managers and transfer agents, while maintaining strong client relationships and coordinating transactions from onboarding to ongoing client experiences.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Partner with private equity/hedge fund origination team and operations team to onboard new funds to the Alternative Investments Platform
Respond to inquiries on existing funds from financial advisors and sales team
Maintain relationships with fund managers/administrators and develop financial advisor communications
Act as liaison for operational issues between Alternative Investments and fund managers/administrators including review of AML documents
Qualification
Required
2-5+ years of general financial services experience
Strong communication skills, ability to collaborate across business groups
Ability to multi-task and simultaneously manage daily responsibilities and projects
Self-starter and creative thinker
History of process improvement
Excel, Word and PowerPoint skills
Preferred
2 plus years experience in alternative investments
Bachelor's Degree preferred, preferably in business
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
2026-01-09
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Business Standard India
2026-01-09
Company data provided by crunchbase