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Product Specialist I

New York, NY | Full Time
Expired

Job Description

Job Description:

The Private Equity and Real Assets Origination Group strives to develop and maintain a comprehensive Alternative Investments offering set across client demographics and delivery platforms.

Initiatives specifically include:

1)            Sourcing managers/funds

2)            Onboarding managers and launching funds, including:

o             Determining offering and pricing structures

o             Negotiating terms

3)            Driving initiatives that advance and support a robust AI platform that meets the unique needs of the private bank/institutional clients

4)            Managing existing products & external fund relationships

Specific responsibilities for Origination efforts include:

•             Developing fund marketing collateral and coordinating internal reviews

•             Determining appropriate funds to offer to Merrill Lynch clients in conjunction with Sales and Due Diligence

•             Developing an appropriate legal structure and operational process for each product

•             Negotiating business and operating terms with fund managers

•             Coordinating launching and oversight of AI Funds for the private bank/institutional investors, including the creation and maintenance of channel-specific materials

•             Coordinating investment and business due diligence efforts

•             Ensuring proper internal and external legal review

•             Creating offering documents, contractual agreements, and business proposals

•             Analyzing private equity organization and offering documents to determine business, legal, and headline risk

•             Maintaining comprehensive knowledge of all private equity structures, terms, and industry trends

•             Running product based analyses and comparisons to determine the competitive landscape

Specific responsibilities for the management of existing products and external fund relationship efforts include:

•             Maintaining fund marketing collateral

•             Ongoing maintenance of platform offering documents

•             Ongoing relationship management with fund managers

•             Coordinating appropriate actions to address issues with existing private equity funds

•             Drafting formal communications for Merrill Lynch Financial Advisors and clients

  • Bachelor’s degree (concentrated in Finance or Business preferred)
  • SIE, Series 7, 63/65 or Series 66 or must be willing to obtain within 120 days of start date
  • Excellent written and verbal communication skills
  • Proficiency in Excel and PowerPoint
  • Knowledge of financial markets
  • Demonstrated capability to work in a team environment
  • Ability to simultaneously manage and execute multiple projects
  • Ability to coordinate with other areas of the GWIM organization

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Skills for Product Specialist I

Career Path for Product Specialist I

The following is the career advancement route for Product Specialist I positions, which can be used as a reference in future career path planning. As a Product Specialist I, it can be promoted into senior positions as a Product Brand Management Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Product Specialist I. You can explore the career advancement for a Product Specialist I below and select your interested title to get hiring information.