Senior IWM Portfolio Analyst — Wealth Management Analytics

BNY; Philadelphia (Philadelphia County); Hybrid; USD 110.000 - 165.000; Vollzeit

Zusammenfassung

BNY is seeking a Senior Specialist, IWM portfolio Analyst to join our Wealth Management team in Philadelphia, PA. You will assist with complex aspects of domestic and international portfolios and analyze strategy impacts while supporting reporting and analytics.

The role requires 3-5 years of investment experience, a Bachelor's degree, and preferably an MBA or CFA. Collaboration with Portfolio Managers and internal teams will be key to delivering timely, accurate information.

Qualifikationen

• Bachelor's degree is required.
• MBA and/or CFA preferred.
• 3-5 years of financial/investment experience.
• Strong analytical skills with the ability to interpret investment data and portfolio reporting.
• Ability to work closely with Portfolio Managers and support internal teams with accurate, timely information.

Aufgaben

• Assist Portfolio Managers with more complex aspects of managing domestic and international portfolios.
• Calculate the impact of strategy changes on portfolios and assess the suitability of proposed transactions.
• Prepare trades, monitor clearing compliance notifications, and support investment reporting and analytics for assigned investment teams.
• Interpret performance attribution and tracking error reports, generate portfolio analytics, and support marketing and client service teams with data requests.
• Conduct detailed portfolio analysis and prepare reports that support informed business decisions.
• May conduct research related to potential business profitability.

Kenntnisse

Analytical skills

Interpret investment data

Portfolio reporting

Collaboration with PMs

Ausbildung

Bachelor's degree

MBA/CFA preferred

Jobbeschreibung

BNY is seeking a Senior Specialist, IWM portfolio Analyst to join our Wealth Management team in Philadelphia, PA. You will assist with complex aspects of domestic and international portfolios and analyze strategy impacts while supporting reporting and analytics.

The role requires 3-5 years of investment experience, a Bachelor's degree, and preferably an MBA or CFA. Collaboration with Portfolio Managers and internal teams will be key to delivering timely, accurate information.