About Us

Bank of America provides people, companies, and institutional investors with industry-leading financial products and services.

Size: 10000+ employees
Industry: Financial Services

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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 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:

Job Description:

The Chief Investment Office (CIO) is the centralized resource to access the latest insights and solutions across the enterprise. The CIO helps Advisors establish a disciplined investment process and offer goals-based strategies that are grounded in the best thinking of the Firm. The Chief Investment Office provides thought leadership on wealth management, investment strategy and global markets and delivering strategic and tactical investment advice and in-depth guidance on portfolio strategies. The team delivers portfolio management solutions by developing and maintaining robust frameworks, services and tools to deliver goals-based wealth management (e.g., asset allocation and portfolio construction; all asset classes), and managing discretionary single asset and multi asset portfolios.

The CIO Due Diligence team includes investment manager research, sourcing, and selection utilizing a strong investment governance process including the ongoing monitoring of traditional and alternative strategies.

The Private Market Due Diligence Analyst leads the investment due-diligence process from start to finish on new funds added to the platform, which includes sourcing and analyzing investments, monitoring existing fund investments, writing detailed investment memos and commentaries, presenting findings to committees and working on team projects.

The ideal candidate will possess:

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• Strong General Partner (GP) network to source high quality fund investments.
• Strong understanding and experience investing in illiquid private market strategies including Buyout, Venture Capital, Real-Estate, Infrastructure and Private Credit.
• Company specific modelling and valuation skills necessary to assess underlying private company investments.
• Strong analytical skills and the ability to synthesize information through both a quantitative and qualitative lens.
• Job requires strong written and communication skills in order to present findings to committees, advisors and clients in a clear and articulate way.
• Strong presentation skills are a plus.
• Must be comfortable dealing with senior executives at private market firms.
• Team player comfortable working across Investment Solutions Group (ISG) and Business lines- Travel (approximately 25%is involved to meet fund managers and attend annual meetings.

Qualifications/Desired Skills:

• Master's degree preferred. Advanced designation (CFA, CAIA, CPA) preferred.
• Minimum of 7+ years of investment experience with a strong focus on private market investments, ideally in private credit, Buyout, Venture Capital, Real-Estate, or Infrastructure.
• Additional skills include proficiency with Excel, Thompson One, Preqin and Cambridge data for modeling purposes.
• Series 7 and 66 licenses or ability to obtain within 120 days of hire required

Skills:

• Analytical Thinking
• Attention to Detail
• Causation Analysis
• Presentation Skills
• Research
• Critical Thinking
• Oral Communications
• Written Communications
• Active Listening
• Data Quality Management
• Trading and Investment Analysis

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

• US - NY - New York
• ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Pay and benefits information

Pay range

$118,700.00 - $169,700.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This 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.

Benefits:

This 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.

Client-provided location(s): Boston, MA, New York, NY

Job ID: Bank OfAmerica-JR-25019293

Employment Type: FULL_TIME

Posted: 2025-06-06T00:01:55
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Perks and Benefits

Health and Wellness

• FSA
• HSA
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Short-Term Disability
• Long-Term Disability
• Pet Insurance
• Mental Health Benefits

Parental Benefits

• Non-Birth Parent or Paternity Leave
• Birth Parent or Maternity Leave
• Adoption Assistance Program
• Adoption Leave
• Family Support Resources

Work Flexibility

Office Life and Perks

Vacation and Time Off

• Leave of Absence
• Personal/Sick Days
• Paid Holidays
• Paid Vacation
• Sabbatical
• Volunteer Time Off

Financial and Retirement

• 401(K) With Company Matching
• 401(K)
• Financial Counseling

Professional Development

• Tuition Reimbursement
• Internship Program
• Associate or Rotational Training Program
• Mentor Program
• Access to Online Courses

Diversity and Inclusion

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