MLI Origination Specialist

MLI Origination Specialist

New York, New York

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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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development.

Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

Typically acts as the secondary coverage for clients. Extensive product knowledge. Interacts with clients to execute complex product transactions that generate significant revenue. Works under direction of more senior associates.

The Market-Linked Investments Structuring & Origination team is a cross-asset structured products group responsible for the origination, structuring, positioning, and execution of customized investment solutions for Retail and Ultra-High-Net-Worth (UHNW) clients across the Americas. The team develops strategic and tactical investment ideas, structures OTC derivatives and Market-Linked Investments, and provides portfolio positioning and risk-management solutions across equities, commodities, foreign exchange, interest rates, and hybrid asset classes.

Responsibilities:

• Originating and structuring customized OTC derivatives and Market-Linked Investments aligned with client objectives, market views, and risk tolerances.

• Developing research-driven investment, hedging, and portfolio positioning strategies across asset classes.

• Preparing term sheets, educational materials, marketing collateral, and client presentations.

• Pricing, executing, and coordinating transactions with Sales, Trading, Operations, Risk, Legal, Compliance, and Technology partners.

• Leading strategic platform initiatives focused on modernizing the end-to-end structured products ecosystem.

• Partnering with internal technology teams and external providers to enhance platform functionality, automate workflows, and improve operational scalability.

• Defining business requirements and future-state workflows across origination, execution, servicing, and reporting processes.

• Driving integration and optimization efforts across multiple systems and third-party platforms to deliver a more efficient and intuitive advisor experience.

• Developing strategic roadmaps and business cases that support innovation, advisor adoption, business growth, and operational efficiency.

• Identifying opportunities to leverage technology, digital solutions, and industry partnerships to expand capabilities, improve client outcomes, and support the continued growth of the business.

Required Qualifications:

• 2-5+ years of relative financial industry experience.

• Knowledge of capital markets, derivatives, structured products, and portfolio construction.

• Must hold SIE, Series 7, 66, and 79 licenses, or be able to obtain the required licenses within 120 days of hire.

Desired Qualifications:

• Strong quantitative, analytical, strategic, and communication skills, with the ability to bridge investment expertise, technology. development, and business transformation initiatives.

• Experience structuring, pricing, or executing derivatives and/or Market-Linked Investments.

• Ability to lead cross-functional initiatives involving business, technology, operations, and external partners.

• Experience developing platform capabilities, workflow enhancements, or business transformation initiatives.

• Strong stakeholder management and communication skills, with the ability to influence across multiple organizations.

• A strategic mindset focused on innovation, scalability, process improvement, and enhancing advisor and client experiences through technology and partnership-driven solutions.

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

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:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

View your "Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) " poster.

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Investment products offered through MLPF&S and insurance and annuity products offered through MLLA:

Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value

Are Not Deposits Are Not Insured by Any Federal Government Agency Are not a condition to Any Banking Service or Activity

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

Trust, fiduciary and investment management services are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

Bank of America Private Bank is a division of Bank of America, N.A.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

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