Senior Specialist, Wealth Portfolio Management

BNY; Seattle (WA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) plan

Medical, dental, vision insurance

Paid time off

Job summary

BNY seeks a Senior Specialist, Wealth Portfolio Management in Seattle to join our Wealth Management team. You will help design, construct, and manage discretionary and advisory portfolios for high-net-worth clients, applying asset allocation and portfolio construction frameworks.

You will conduct ongoing portfolio analysis, monitor performance and risk, and ensure adherence to guidelines and regulatory requirements.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field, or equivalent work experience.
• Typically 2-5 years of experience in portfolio management, investment research, portfolio analytics, or related field.
• Progress toward or attainment of CFA or CAIA preferred.
• Strong portfolio analytics, investment research, and risk assessment skills.

Responsibilities

• Support design, construction, and management of discretionary and advisory portfolios.
• Conduct ongoing portfolio analysis and monitoring for performance, risk, and guideline adherence.
• Implement portfolio decisions by preparing and executing trades and coordinating with trading/operations.
• Provide investment insights and portfolio analytics to internal partners with clear communication.

Skills

Portfolio analytics

Investment research

Risk assessment

Excel

Portfolio management systems

Communication

Collaboration

Regulatory licenses

Education

Bachelor’s degree in Finance / Economics / Business or related field

Tools

Market data tools

Excel

Job description

Job Description

We’re seeking a future team member for the role of Senior Specialist, Wealth Portfolio Management to join our Wealth Management team. This role is located in Seattle, WA.

Job Description

We’re seeking a future team member for the role of Senior Specialist, Wealth Portfolio Management to join our Wealth Management team. This role is located in Seattle, WA.

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

• Support the design, construction, and ongoing management of discretionary and advisory portfolios for wealth clients, applying knowledge of asset allocation, security selection, and portfolio construction frameworks.
• Conduct ongoing portfolio analysis and monitoring by evaluating performance, risk exposures, guideline adherence, and market developments to ensure portfolios remain aligned with client objectives and firm standards.
• Implement portfolio decisions by preparing and executing trades, rebalancing portfolios, and coordinating with trading and operations teams to ensure accurate, timely, and efficient execution in line with internal controls and regulatory requirements.
• Provide investment insight and portfolio-related support to relationship and advisory teams by preparing portfolio reviews, client-ready materials, and analytics that clearly communicate strategy, performance, and positioning.

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

• Bachelor’s degree in Finance, Economics, Business, or a related field, or equivalent work experience.
• Typically 2-5 years of experience in portfolio management, investment research, portfolio analytics, or a related field.
• Progress toward or attainment of a professional designation such as CFA or CAIA preferred.
• Strong portfolio analytics, investment research, and risk assessment skills, with the ability to interpret performance, attribution, and portfolio risk data.
• Proficiency with portfolio management systems, market data tools, and Excel or similar analytical applications.
• Effective communication and collaboration skills to translate investment analysis into clear insights for internal partners and operate in a control-focused, client-centric environment.
• Relevant regulatory licenses may be required based on jurisdiction and product set.

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.