Hedge Fund Origination & Product Management

can build a successful career with opportunities to learn, grow, and make an impact. Join us!

As part of the Merrill organization, the Investment Solutions Group strives to provide world-class investment strategies, platforms, solutions, and support for clients across all wealth management lines of business (including Merrill and the Private Bank).

The Hedge Fund Origination & Product Management team is responsible for originating, structuring, positioning and ongoing product management of hedge fund investments for Merrill and Private Bank clients.

Job Responsibilities

• Responsible for originating best in class hedge fund offerings for Merrill and Private Bank clients; must anticipate needs of wealth management client base, understand industry trends and new product development, and utilize network of asset manager connections to find new offerings.

• Responsible for negotiating business terms, such as offering and price structures, exclusivity, capacity and protection rights for Merrill and Private Bank clients and drafting distribution agreement with asset managers.

• Support strategy lead through the fund launch process by coordinating across asset managers, CIO due diligence, platform, operational, and distribution teams.

• Secondary point of contact for third party asset managers, responsible for cultivating strong relationships and creating alignment between third party managers' and Merrill's goals.

• Secondary liaison between asset manager and internal teams, communicating important fund updates to clients, financial advisors and to internal teams.

• Assist in ad hoc projects related to fund launch, fund pipeline and current fund offerings.

• The successful candidate will be a well-rounded individual who possesses strong interpersonal and communication skills.

Qualifications:

• 2-5+ years in financial services industry; direct experience in alternative investments industry preferred

• Highly organized and detail oriented with the ability to think and act strategically.

• Excellent communication, interpersonal, and presentation skills

• Ability to work independently and collaboratively at all levels within the organization.

• Strong project and time management skills

• Ability to identify, prioritize and execute timely business priorities.

• Enthusiastic about learning

• Bachelor's degree preferred.

• SIE, Series 7 & 66 or 63 & 65 preferred at time of hire or must be able to obtain within 120 days of start date.

Skills:

• Analytical Thinking

• Customer and Client Focus

• Financial Forecasting and Modeling

• Financial Management

• Risk Management

• Causation Analysis

• Client Management

• Market Analysis

• Presentation Skills

• Relationship Building

• Data Management

• Project Management

• Result Orientation

Shift:
1st shift (United States of America)

Hours Per Week:
40

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