Senior Portfolio Analyst

Recruiter
BNY Mellon
Location
Pittsburgh, USA
Salary
Competitive
Posted
07 Sep 2021
Closes
18 Sep 2021
Ref
11447902
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
ABOUT BNY MELLON

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of March 31, 2021, BNY Mellon had $41.7 trillion in assets under custody and/or administration, and $2.2 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com . Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

RESPONSIBILITIES:
  • The Portfolio Manager works together as a team with the Tax-Managed Equity Product Manager, Team Leader, Senior Portfolio Managers & Portfolio Analysts to manage the tax-managed equity product.
  • The incumbent implements portfolio-construction strategy alternatives and rebalancing programs for specific tax-managed equity portfolios.
  • Additionally, s/he is responsible for monitoring both overall product data and individual tax-managed portfolios to ensure adherence to client guidelines and objectives.
  • The incumbent will also work with Tax-Managed Portfolio Analysts to ensure that associated product/portfolio database information is updated in a timely fashion to support product management.
  • S/He will use their experience and capability in the tax-managed process to provide sales support for new business opportunities, including discussions with WM portfolio managers and acting as a spokesperson for the tax-managed product. The objective is to ensure that the product, specific investment strategies and performance are well understood.
  • Jointly with the Tax-Managed Equity Product Manager and Team Leader, s/he will work to improve processes for managing the tax-managed equity product.


Qualifications

Qualifications:
  • Bachelor's degree or equivalent work experience and a minimum 4-6 years of experience in investment management industry required.
  • MBA (or equivalent experience) or pursing CFA designation desired.
  • Must be capable of both working as part of a team and a self-starter capable of working with limited supervision. Good verbal and written communication skills. Proficiency with personal computers and support applications required; e.g. Excel. Knowledge of additional support systems desired, e.g., FactSet, SEI, trading systems.
  • Willingness to enhance knowledge of financial markets and asset allocation investment strategies.
  • Additionally, familiarity with, and interest in the programming and other technical aspects underlying financial analytics will be helpful with this position.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

Primary Location: United States-Pennsylvania-Pittsburgh
Internal Jobcode: 80015
Job: Wealth Management
Organization: WM Investments-HR13350
Requisition Number: 2112409
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