Vice President, Equity Portfolio Manager - Mellon Investments

BNY; Pittsburgh (Allegheny County); On-site; USD 100,000 - 125,000; Full time

Job summary

An established industry player is seeking a Vice President, Equity Portfolio Manager to lead investment strategies and manage client relationships. This hybrid role in Pittsburgh offers a dynamic environment where you will independently manage assets and implement investment strategies tailored to client goals. You'll collaborate with a talented team, analyze market conditions, and ensure the retention and growth of client portfolios. Join a forward-thinking firm that values excellence and offers competitive compensation along with a culture that fosters growth and success.

Qualifications

• 5-7 years of investment experience preferred.
• Bachelor's degree or equivalent required; advanced degree preferred.

Responsibilities

• Manage assets to achieve investment objectives.
• Implement strategies aligned with client financial goals.
• Evaluate investment performance and adjust portfolios.

Skills

Investment Management

Client Relationship Management

Risk Assessment

Analytical Skills

Attention to Detail

Education

Bachelor's Degree

Advanced/Graduate Degree

Tools

Aladdin

Bloomberg

Advanced Excel

Job description

Vice President, Equity Portfolio Manager - Mellon Investments

Join to apply for the Vice President, Equity Portfolio Manager - Mellon Investments role at BNY.

About BNY
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities, and people everywhere.

About Mellon
Driving client outcomes through perspective, precision, and partnership. Mellon is a global leader in index management and one of the world’s largest institutional index managers by assets under management. Since 1983, Mellon’s dedication to precision and client partnership has gone beyond the benchmark.

We’re seeking a future team member for the role of Indexing Portfolio Manager to join our Equity Index Portfolio Management team. This role is based in Pittsburgh, PA and this is a hybrid working position.

Responsibilities

• Managing assets independently within investment policy guidelines to achieve investment objectives.
• Implementing investment strategies consistent with client financial goals and risk tolerance.
• Working with research, strategy team members, and other members of the portfolio teams.
• Meeting with clients and new business prospects to communicate investment strategy and discuss market performance.
• Evaluating the performance of investments and making timely changes to a portfolio to meet investment objectives or allocation guidelines.
• Analyzing and determining client's appropriate level of risk based on time, preferences, expectations, and market conditions.
• Contributing to the team/firm profitability by assuring retention and expansion of existing client relationships.

Requirements

• Bachelor‘s degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
• 5-7 years of total work experience preferred and 5 years or more of investment experience preferred.
• Applicable local/regional licenses or certifications as required by the business.
• Preferred experience with Aladdin, Bloomberg, Advanced Excel.
• Team player, attention to detail.

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.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales