Alternative Investments Sales Strategy Analyst

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At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

The Alternative Investments Sales Strategy Analyst role is responsible for supporting the planning, execution, and follow-up of educational events focused on Alternative Investments. As part of the day-to-day responsibilities, the individual will partner with internal stakeholders and external investment partners to deliver both in-person and virtual educational experiences for financial advisors, clients, and prospective clients. The analyst will manage multiple workstreams simultaneously, ensuring a seamless experience from initial planning through post-event reporting, while maintaining adherence to firm policies and compliance requirements.

• Manage project timelines, meeting milestones, and deliverables across multiple concurrent events.
• Partner with Alternative Investments specialists, Origination, Private Markets and Hedge Fund partners, Marketing, Event Supervision, and local market teams to coordinate event logistics and content.
• Facilitate pre-event approval processes, ensuring all required materials, invitations, agendas, and communications receive appropriate business and compliance approvals.
• Work closely with Event Supervision to ensure adherence to firm policies, regulatory requirements, and event governance standards.
• Oversee attendee management, registration, communications, speaker coordination, and event logistics.
• Execute post-event activities including attendee reporting, follow-up communications, documentation, expense reconciliation, and performance tracking.
• Build and maintain strong relationships with internal line of business partners and external third-party firms to ensure successful execution of educational events.
• Identify opportunities to improve operational efficiency, streamline processes, and enhance the overall event experience.

• 2-4+ years’ experience in financial services;
• Knowledge and/or experience in alternative investments
• Hold or attain Series 7 and 66 licenses within 120 days of hire
• Ability to work under pressure, meet deadlines and meet clearly defined measurements.
• Self-motivated, adaptive, positive attitude and high energy are a must.

$97,500.00 - $134,700.00 annualized salary, offers to be determined based on experience, education and skill set.