Director, Portfolio Manager

BNY Mellon; Boston, Northern (MA, KY); Hybrid; USD 190,000 - 280,000; Full time

Job summary

BNY Mellon in Boston, MA, seeks a Director, Portfolio Manager to lead US thematic Tech and US Equity Growth portfolios, shaping philosophy, process, and performance.

The role involves meeting clients, communicating investment strategy, overseeing asset management of significant assets, and guiding the team in a collaborative environment. 10–15 years of investment experience and MBA/CFA preferred.

Qualifications

• Bachelor’s degree or equivalent education and experience.
• 10–15 years of total work experience; MBA or CFA preferred for senior roles.

Responsibilities

• Portfolio Management responsibilities for US thematic Tech and US Equity Growth.
• Develop philosophy, process, and performance for the US growth equity franchise.

Skills

Portfolio management

Strategy development

Client communication

Leadership

Investment analysis

Education

Bachelor’s degree

MBA or CFA preferred

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, 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.

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, 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.

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, 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 Director, Portfolio Manager to join our Newton team at BNY Investments. This role is located in Boston, MA.

Responsibilities:

• Portfolio Management responsibilities for US thematic Tech and US Equity Growth franchise .
• Contribute across the platform on ideas and challenge across US growth stocks and US equities in general.
• Develop the US growth equity franchise in terms of philosophy , process, and performance.
• Actively participate supporting distribution to grow flows and develop the franchise in the funds managed
• Support the platform overall in terms of Portfolio Management input , company contact and analysis and help provide leadership in the US office.
• Manage a significant amount of assets independently within investment policy guidelines.
• Meet with clients and new business prospects to communicate investment strategy, discuss market performance and current market conditions.
• Oversee the evaluation of the performance of investments and makes timely changes to a portfolio to meet investment objectives or allocation guidelines.
• Make business decisions based on key stakeholder input, data, and information that helps the business track key performance indicators.
• Make informed decisions on changes that impact the portfolio.
• A critical influence to the retention of the fund/strategy, will act as a spokesperson for funds.
• Investment committee responsibilities and commit to sharing and developing policies and strategies to improve the business performance.
• Independently manages a significant amount of assets, including flag ship funds.
• Contributes to team/firm profitability by assuring retention and expansion of existing client relationships by contributing to superior investment performance and client services.

To be successful in this role, we’re seeking the following:

• Bachelor’s degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
• 10-15 years of total work experience preferred and over 10 years of investment experience preferred for MBAs or CFAs.

At BNY, our culture speaks for itself, check out the latest BNY news at:

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

Our 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.

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

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

Our 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.

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

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

• Locations BNY Mellon Center, Boston, MA, 02108, US