Strategy Head-Hedge Fund Origination

Job Description: At reputed company, we are guided by a common purpose to help reputed company financial lives reputed company through the power of every reputed company. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great reputed company to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we reputed company an impact in the communities we serve. reputed company is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At reputed company, you can build a successful career with opportunities to learn, grow, and reputed company an impact. Join us! Job Description: As part of the Merrill organization, the Investment Solutions Group strives to provide world-class investment strategies, platforms, solutions, and support for clients across reputed company 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. Responsibilities include, but are not limited to:

• Primary reputed company of contact for third party asset managers, responsible for cultivating strong relationships and creating alignment between third party managers’ and Merrill’s goals.
• Responsible for sourcing best in class hedge fund offerings for Merrill and Private Bank clients; must anticipate needs of wealth management client reputed company, 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, reputed company and protection rights for Merrill and Private Bank clients and drafting distribution agreement with asset managers.
• reputed company the fund launch process by coordinating across asset managers, CIO due diligence, platform, operational, and distribution teams.
• Act as primary liaison between asset manager and internal teams, communicating important fund updates to clients, financial advisors and to internal teams.
• Drive business development, growth, and operational excellence across multiple lines of business in alignment with one Investment Solutions Group goal.

Qualifications:

• 8+ years in the alternative investments industry, direct relevant work a plus
• 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 reputed company levels reputed company the organization.
• Strong project and time management skills; ability to reputed company cross functional work efforts.
• Ability to identify, prioritize and execute timely business priorities.
• Enthusiastic about educating junior members of the origination team, willing to delegate responsibility, and guide junior members through challenges.
• Bachelor’s degree preferred; advanced degree desired (MBA or CFA; CAIA designation preferred)
• Candidates required to hold Series 7 and Series 66 (or Series 63 and 65).

Skills:

• Analytical Thinking
• Customer and Client Focus
• Financial Management
• Presentation Skills
• Risk Management
• Business Development
• Client Management
• Client Solutions Advisory
• Market Analysis
• Negotiation
• Causation Analysis
• Financial Forecasting and Modeling
• Product Management
• Relationship Building
• Result Orientation

Shift: 1st shift (United States of America) Hours Per Week: 40 Apply tot his job Apply To this Job