Private Equity Product Specialist I - New York, NY

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: Sourcing managers/funds Onboarding managers and launching funds, including: Determining offering and pricing structures Negotiating terms Driving initiatives that advance and support a robust AI platform that meets the unique needs of the private bank/institutional clients 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 Key Responsibilities 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 Bachelors degree (concentrated in Finance or Business preferred) Series 7, 66preferred 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 Qualifications 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: Sourcing managers/funds Onboarding managers and launching funds, including: Determining offering and pricing structures Negotiating terms Driving initiatives that advance and support a robust AI platform that meets the unique needs of the private bank/institutional clients 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 Bachelors degree (concentrated in Finance or Business preferred) Series 7, 66preferred 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 Job Band:H5Shift: 1st shift (United States of America)Hours Per Week:40Weekly Schedule:"‹Mon - FriReferral Bonus Amount:0 --> 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: Sourcing managers/funds Onboarding managers and launching funds, including: Determining offering and pricing structures Negotiating terms Driving initiatives that advance and support a robust AI platform that meets the unique needs of the private bank/institutional clients 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 Key Responsibilities 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 Bachelors degree (concentrated in Finance or Business preferred) Series 7, 66preferred 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 Qualifications 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: Sourcing managers/funds Onboarding managers and launching funds, including: Determining offering and pricing structures Negotiating terms Driving initiatives that advance and support a robust AI platform that meets the unique needs of the private bank/institutional clients 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 Bachelors degree (concentrated in Finance or Business preferred) Series 7, 66preferred 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 Job Band:H5Shift: 1st shift (United States of America)Hours Per Week:40Weekly Schedule:"‹Mon - FriReferral Bonus Amount:0 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: Sourcing managers/funds Onboarding managers and launching funds, including: Determining offering and pricing structures Negotiating terms Driving initiatives that advance and support a robust AI platform that meets the unique needs of the private bank/institutional clients 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 Key Responsibilities 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 Bachelors degree (concentrated in Finance or Business preferred) Series 7, 66preferred 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 Qualifications 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: Sourcing managers/funds Onboarding managers and launching funds, including: Determining offering and pricing structures Negotiating terms Driving initiatives that advance and support a robust AI platform that meets the unique needs of the private bank/institutional clients 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 Bachelors degree (concentrated in Finance or Business preferred) Series 7, 66preferred 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

Created: 2021-11-29