Vice President, Alternatives Analyst/Assistant Portfolio Manager

BNY Mellon; City Of London; On-site; GBP 60,000 - 90,000; Full time

Job summary

A leading global financial services company is seeking an Alternatives analyst/assistant portfolio manager in London. The role involves conducting due diligence on investments, supporting investment ideas, collaborating with internal teams, and preparing investment memos. Ideal candidates have a Bachelor's degree, investment experience, and CFA or CAIA certification. Generous benefits and a competitive salary are offered.

Benefits

Competitive compensation

Flexible global resources

Generous paid leaves

Qualifications

• Advanced degree preferred.
• Demonstrable investment experience.
• CFA, CAIA designation or equivalent certification is mandatory.

Responsibilities

• Conduct in-depth due diligence on potential investments.
• Support investment ideas with timely research.
• Build and maintain financial models.

Skills

Investment experience

Financial statement analysis

CFA or CAIA certification

Private equity experience

Private credit experience

Education

Bachelor’s degree or equivalent

Advanced/graduate degree

Job description

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting‑edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Alternatives analyst/assistant portfolio manager to join our NewtonMulti‑Assets Investments team. This role is located in London, UK.

Key Responsibilities

• Conduct in‑depth due diligence on potential investments across infrastructure, real estate, and commodities.
• Support investment ideas with timely and well‑written research and respond to research prioritizations.
• Perform research that is creative, imaginative and value‑additive and not merely maintenance‑oriented.
• Build and maintain financial models to assess investment opportunities and portfolio impact.
• Perform market research, macroeconomic analysis, and thematic studies to support investment theses.
• Prepare and present investment memos to the Investment Team.

Portfolio Management

• Assist in the construction and ongoing management of diversified alternatives portfolios.
• Implement investment strategies aligned with client financial goals, risk tolerance, and regulatory requirements.
• Monitor portfolio performance, risk exposures, and compliance with investment guidelines.
• Prepare investment committee materials and present recommendations.
• Collaborate with internal teams on asset allocation stress testing and performance attribution.

Stakeholder Engagement

• Maintain relationships with external managers, consultants, and industry contacts.
• Represent the firm at industry events, conferences, and due diligence meetings.
• Support client reporting and respond to ad‑hoc queries from stakeholders.
• Communicate investment strategies, market performance, and current conditions to clients and prospects.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience required; advanced/graduate degree preferred.
• Demonstrable investment experience.
• CFA, CAIA designation or equivalent certification is mandatory.
• Experience in private equity, private credit, and private markets is highly desired.
• Financial statement analysis experience is required.

Awards

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

Benefits and Rewards

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay‑for‑performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

Equal Employment Opportunity

BNY is an Equal Employment Opportunity/Affirmative Action Employer – Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.