Senior Specialist, Client Portfolio Management

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

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 and champions of inclusion, 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.

BNY Investments is a leading investment manager, with $2.2 Trillion in assets under management as of December 31, 2025. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY.

We're seeking a future team member for the role of Senior Specialist, Client Portfolio Manager to join the BNY Investments Distribution team. This role is located in Boston or New York City.

In this role, you'll make an impact in the following ways:

• Synthesize insights from investment sources -including portfolio manager discussions, investment meetings, and data platforms- to develop and deliver unified, consistent fixed income product talking points, materials and portfolio narratives that support client conversations and drive the sales process within the intermediary channel.
• Act as the first point of contact for fixed income product-related questions-partnering closely with sales-often joining key meetings to clarify product positioning, performance drivers, and competitive differentiators.
• Provide comprehensive coverage across mutual funds, ETFs, and SMAs, ensuring accurate, timely insights on product.
• Conduct ongoing competitor and strategic landscape analysis and be proficient in positioning our funds against peer offerings-articulating relative strengths, trade-offs, and use cases across categories, share classes, and market conditions.
• Liaise with internal stakeholders (e.g., marketing, compliance, legal, product management) to align messaging and create external content.
• Partner with portfolio managers and client portfolio managers to develop a deep understanding of investment strategies, portfolio construction, and decision-making, while maintaining regular dialogue to gather updates (strategy changes, positioning, performance, flows, outlook) and distribute actionable summaries across the intermediary sales channel.
• Play a key role in planning and execution of new product or vehicle launches
• Develop thought leadership content, including white papers and platform publications, that communicates investment perspectives and market insights.

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

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

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

BNY Newsroom

BNY LinkedIn

Here's a few of our recent awards:

• 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 your 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 base salary for this position is expected to be between $74,000 and $140,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.