Senior Multi-Asset Portfolio Strategist

BNY Mellon

San Francisco (CA)

On-site

USD 190,000 - 280,000

Full time

5 days ago

Be an early applicant

Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Job summary

BNY Mellon seeks a Multi-Asset Portfolio Manager at the Vice President level to join the MAS Team. The role can be based in San Francisco, Boston or NY and involves developing and executing investment strategies while managing client portfolios to align with objectives and risk tolerance.

The position requires strong analytical and strategic thinking, with advanced degree or CFA advantageous and 10+ years of experience in finance.

Qualifications

Bachelor's degree in Finance, Economics, or related field preferred.
Advanced degree or professional certification (e.g., CFA) is advantageous.
10 years of experience, or over 2 years of investment experience preferred for MBAs or CFAs.
Strong analytical and strategic thinking skills.
Excellent communication and stakeholder management abilities.
Proficiency in market analysis and investment strategy development.

Responsibilities

Develop and execute investment strategies to optimize portfolio performance by demonstrating expertise in market analysis and investment trends.
Manage client portfolios, ensuring alignment with client objectives and risk tolerance, while maintaining adherence to principles of integrity and client centricity.
Conduct thorough portfolio analysis and performance reviews to identify opportunities for improvement and ensure strategic alignment; collaborate with cross-functional teams to integrate investment insights and strategies.
Stay abreast of market developments and innovations, ensuring the application of best practices in portfolio management; communicate insights to stakeholders.