Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place 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 make an impact in the communities we serve.
Bank of America 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 Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing in-depth knowledge of investment solutions to internal partners including financial advisors. Key responsibilities include sourcing and analyzing investments, monitoring existing fund investments, writing detailed investment memos and commentaries and presenting findings to committees as an individual or team. Job expectations include strong analytical skills with the ability to synthesize information through a quantitative and qualitative lenses, and strong understanding of financial markets.
The senior private credit fund analyst should have experience leading investment due-diligence across drawdown, private BDC's and interval funds, all focused on the broad private credit asset class.
Responsibilities:
- Educates internal partners including financial advisors on investment solutions using in-depth knowledge
- Thinks strategically and can analyze investment options and relay to clients in understandable manner
- Utilizes strong communication skills both verbal and written
- Manages relationships with internal parties as well as external vendors
- Operates with the ability to detect, compare, and correct errors by checking the data for accuracy and consistency
- Works with more senior leaders and executives utilizing strong executive presence and ability to lead meetings
- Leads investment due-diligence or new funds
- Interacts with financial advisors and clients explaining merits and risk of the fund and private credit space
- Attends annual meetings and conducts on-site meetings
Required Qualifications:
- 8+ yrs private markets fund investment due-diligence experience with a preference for candidates who have focused specifically on private credit fund analysis.
- Proficiency with Excel, Pitchbook, Preqin and Cambridge data for modeling purposes.
- Series 7 and Series 66 (or Series 63 & 65) required, or ability to obtain within 120 days of hire.
Desired Qualifications:
- Bachelor’s or Master’s degree
Skills:
- Analytical Thinking
- Attention to Detail
- Causation Analysis
- Presentation Skills
- Research
- Critical Thinking
- Data Governance
- Decision Making
- Oral Communications
- Written Communications
- Active Listening
- Data Quality Management
- External Resource Management
- Trading and Investment Analysis
- Vendor Management
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
Shift:
1st shift (United States of America)Hours Per Week:
40Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)Pay and benefits informationPay range$150,000.00 - $228,200.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.Skills Required
- 8+ years private markets fund investment due-diligence experience
- Proficiency with Excel, Pitchbook, Preqin and Cambridge data
- Series 7 and Series 66 (or Series 63 & 65) required
- Bachelor's or Master's degree
Bank of America Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Bank of America and has not been reviewed or approved by Bank of America.
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Fair & Transparent Compensation — The $25/hour U.S. minimum wage, reaffirmed in recent company materials, sets a clear compensation floor that lifts entry-level and operations pay. Public salary information and disclosures provide visible benchmarks for pay across roles.
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Parental & Family Support — Parental leave extends up to 26 weeks with 16 weeks fully paid for eligible teammates, alongside backup child and adult care and a dedicated Life Event Services team. Family-building assistance offers up to a $20,000 lifetime reimbursement and bereavement leave provides 20 paid days for loss of a spouse, partner, or child.
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Retirement Support — Retirement programs include a 401(k) match up to 5% of eligible pay plus an additional 2–3% annual company contribution based on service. These employer contributions add meaningful long-term value beyond base pay.
Bank of America Insights
What We Do
We make financial lives better for our clients and our communities through the power of every connection. Our employees are at the heart of this purpose, and are key to driving responsible growth. Every day, across the globe, our employees bring a commitment to our purpose and to driving responsible growth by living our values: deliver together, act responsibly, realize the power of our people and trust the team. A key aspect of driving responsible growth is doing so in a sustainable manner, a critical pillar of which is being a great place to work for our teammates.
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