Senior Wealth Portfolio Strategist

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

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.