Senior Specialist, IWM Portfolio Analyst

BNY; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

BNY in Dallas, Texas, seeks an investment professional to support Portfolio Managers overseeing approximately $4.7 billion for high-net-worth families. The role focuses on portfolio management, client preparation and investment analysis, with involvement in rebalancing, reporting and due diligence.

You’ll contribute to client engagement, analysis of strategy changes and development toward an Associate Portfolio Manager or Associate Wealth Advisor role.

Qualifications

• 3–5 years' experience in portfolio management, investment analysis, wealth management or a related investment function.
• Strong knowledge of portfolio construction, trading, performance measurement and investment reporting across multiple asset classes.
• Bachelor's degree required; MBA, CFA or progress towards a CFA qualification preferred.
• Strong analytical, organisational and communication

Responsibilities

• Support Portfolio Managers in the management of discretionary portfolios for high-net-worth clients, including portfolio rebalancing, trade preparation and implementation.
• Prepare client meeting materials, portfolio reviews and investment reporting to support client engagement and retention.
• Analyse the impact of investment strategy changes, assess transaction suitability and provide portfolio recommendations.
• Pre-qualify clients for alternative investment opportunities and assist with investment research and due diligence.
• Monitor trade activity, resolve compliance notifications and ensure adherence to investment guidelines and regulatory requirements.
• Produce portfolio analytics, performance attribution and reporting to support investment decisions and business objectives.

Skills

Portfolio management

Investment analysis

Wealth management

Client engagement

Education

Bachelor's degree

MBA

CFA progress towards

Job description

Job Description

We are seeking a detail-oriented and client-focused investment professional to join our Texas-based Wealth Management team. Supporting a group of Portfolio Managers overseeing approximately $4.7 billion in assets for high-net-worth families, this role will play a key part in portfolio management, client preparation and investment analysis. The successful candidate will help deliver portfolio rebalancing, investment reporting and alternative investment pre-screening while contributing to an exceptional client experience. This position offers a clear development path into an Associate Portfolio Manager or Associate Wealth Advisor role.

Job Description

We are seeking a detail-oriented and client-focused investment professional to join our Texas-based Wealth Management team. Supporting a group of Portfolio Managers overseeing approximately $4.7 billion in assets for high-net-worth families, this role will play a key part in portfolio management, client preparation and investment analysis. The successful candidate will help deliver portfolio rebalancing, investment reporting and alternative investment pre-screening while contributing to an exceptional client experience. This position offers a clear development path into an Associate Portfolio Manager or Associate Wealth Advisor role.

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

• Support Portfolio Managers in the management of discretionary portfolios for high-net-worth clients, including portfolio rebalancing, trade preparation and implementation.
• Prepare client meeting materials, portfolio reviews and investment reporting to support client engagement and retention.
• Analyse the impact of investment strategy changes, assess transaction suitability and provide portfolio recommendations.
• Pre-qualify clients for alternative investment opportunities and assist with investment research and due diligence.
• Monitor trade activity, resolve compliance notifications and ensure adherence to investment guidelines and regulatory requirements.
• Produce portfolio analytics, performance attribution and reporting to support investment decisions and business objectives.

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

• 3–5 years' experience in portfolio management, investment analysis, wealth management or a related investment function.
• Strong knowledge of portfolio construction, trading, performance measurement and investment reporting across multiple asset classes.
• Bachelor's degree required; MBA, CFA or progress towards a CFA qualification preferred.
• Strong analytical, organisational and communication

About Us

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, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what is all about. Join us and be part of something extraordinary.

About The Team

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 our 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 expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.