Senior Fixed Income Portfolio Specialist

BNY Mellon; New York (NY); Hybrid; USD 74,000 - 140,000; Full time

Job summary

BNY Mellon is seeking a Senior Specialist, Client Portfolio Manager to join the Investments Distribution team. This role is based in Boston or New York City, focusing on fixed income product storytelling and client conversations.

You will partner with sales, portfolio managers, and marketing to develop talking points, explain drivers, and position funds across mutual funds, ETFs, and SMAs. Strong analytical and communication skills are essential.

Qualifications

• Bachelor's degree required; advanced degree preferred.
• 2-5 years of experience in investment or related analytical roles.
• Excellent communication skills for explaining technical concepts.
• Proficiency with financial analysis tools and investment management software.

Responsibilities

• Synthesize insights from investment sources to develop unified fixed income talking points and materials.
• Serve as first contact for fixed income product questions, clarifying positioning and drivers.
• Provide comprehensive coverage across mutual funds, ETFs, and SMAs with timely insights.
• Conduct competitor and landscape analysis, articulate strengths, trade-offs, and use cases.
• Collaborate with marketing, compliance, legal, product management to align messaging.

Skills

Analytical thinking

Strategic thinking

Strong communication

Financial analysis tools

Investment knowledge

Education

Bachelor's degree

Advanced degree preferred

Tools

Investment management software

Job description

BNY Mellon is seeking a Senior Specialist, Client Portfolio Manager to join the Investments Distribution team. This role is based in Boston or New York City, focusing on fixed income product storytelling and client conversations.

You will partner with sales, portfolio managers, and marketing to develop talking points, explain drivers, and position funds across mutual funds, ETFs, and SMAs. Strong analytical and communication skills are essential.