Senior IWM Portfolio Analytics Lead

BNY Mellon

New York, Northern (NY, KY)

Hybrid

USD 120,000 - 150,000

Full time

14 days+

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Benefits offered by this job

401(k) plan

Medical insurance

Dental insurance

Vision insurance

Life insurance

Paid time off

Job summary

BNY Mellon in New York, NY is seeking a Senior Specialist, IWM Portfolio Analyst to join our Wealth Management team. You will collaborate with portfolio managers to monitor domestic and international portfolios and deliver detailed analytics.

The role emphasizes rigorous portfolio analysis, accurate reporting, and supporting cross-functional teams in decision making. A strong educational background and CFA/ MBA are valued, with competitive compensation and a comprehensive benefits package.

Qualifications

Bachelor’s degree in finance or related field; MBA/CFA preferred.
3–5 years of prior financial or investment experience.
Strong analytical skills for portfolio analysis and reporting.
Experience collaborating with portfolio managers and cross-functional teams.

Responsibilities

Assist Portfolio Managers in managing complex domestic and international portfolios, including researching potential business profitability.
Calculate the impact of strategy changes on portfolios and analyze transaction suitability.
Prepare trades and monitor clearing compliance notifications to ensure regulatory adherence.
Provide investment reporting and analytics for assigned investment teams, supporting marketing and client service teams with data requests.
Interpret performance attribution and track error reports to generate detailed portfolio analytics for business decision-making.