Vice President, Indexing Portfolio Manager

Davita Inc.; Pittsburgh (Allegheny County); Hybrid; USD 120,000 - 180,000; Full time

Job summary

A leading global financial services company seeks an Indexing Portfolio Manager to join the Equity Index Portfolio Management team in Pittsburgh. This hybrid role involves managing investment strategies, client interactions, and ensuring performance aligns with financial goals. Candidates should possess a bachelor's degree and significant investment experience.

Benefits

Generous paid leaves

Competitive compensation and benefits

Access to flexible global resources

Qualifications

• 5-7 years of total work experience preferred.
• 5 years or more of investment experience preferred for MBAs or CFAs.
• Applicable local/regional licenses or certifications required.

Responsibilities

• Managing assets independently within investment policy guidelines.
• Evaluating investment performance and making timely portfolio changes.
• Meeting with clients to communicate investment strategies.

Skills

Attention to detail

Team player

Education

Bachelor's degree

Advanced/Graduate degree preferred

Tools

Aladdin

Bloomberg

Advanced Excel

Job description

Vice President, Indexing Portfolio Manager - Mellon

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the worlds financial system we touch nearly 20% of the worlds 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.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.

About Mellon

Driving client outcomes through perspective, precision, and partnership. Mellon is a global leader in index management and one of the worlds largest institutional index managers by assets under management. Since 1983, Mellons dedication to precision and client partnership has gone beyond the benchmark. Our storied history of innovation can be tracked back to the 1970s to founders William Fouse and Thomas Loeb, who are widely recognized as pioneering developers and champions of indexing. Armed with perspective earned from 40 years of experience, Mellon manages money for many of the worlds most sophisticated clients, proving that index investing requires an active mindset.

Were 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.

In this role, youll make an impact in the following ways:

• Managing assets independently within investment policy guidelines to achieve investment objectives.
• Implementing investment strategies consistent with client financial goals and risk tolerance and in accordance with the investment policies/philosophies and procedures and applicable regulations.
• Working with research, strategy team members and other members of the portfolio teams.
• Meeting with clients and new business prospects to communicate investment strategy, discuss market performance and current market conditions.
• Independently implementing investment strategies for more complex funds/strategies consistent with client financial goals and risk tolerance and in accordance with the investment policies/philosophies and procedures and applicable regulations.
• Evaluating the performance of investments and make timely changes to a portfolio to meet investment objectives or allocation guidelines.
• Analyzing and determine 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 by contributing to superior investment performance and client services.

Requirements:

• Bachelors 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 for MBAs or CFAs.
• Applicable local/regional licenses or certifications as required by the business.
• Preferred experience with Aladdin, Bloomberg, Advanced Excel
• Team player, attention to detail

At BNY, our culture speaks for itself. Heres a few of our awards:

• Americas Most Innovative Companies, Fortune, 2024
• Worlds Most Admired Companies, Fortune 2024
• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
• Best Places to Work for Disability Inclusion, Disability: IN 100% score, 2023-2024
• Most Just Companies, Just Capital and CNBC, 2024
• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
• Bloombergs Gender Equality Index (GEI), 2023

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 lifes 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. #LI-Hybrid