Vice President, IWM Portfolio Management

BNY Mellon; Boston (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

BNY Mellon is seeking a Vice President, IWM Portfolio Management in Boston, MA. In this role, you will develop investment strategies and manage client portfolios, ensuring alignment with client objectives and market trends.

The ideal candidate will have a Bachelor's degree in Finance or Economics, with 3-10 years of experience. Strong analytical and communication skills are essential. This position offers a chance to significantly impact client outcomes through effective investment management.

Qualifications

• B.A. or B.S. in Finance, Economics, or related field preferred.
• CFA or advanced degree is advantageous.
• 3-10 years of experience or 2+ years with CFA/MBA.

Responsibilities

• Develop and execute investment strategies for portfolios.
• Manage client portfolios aligned with objectives.
• Conduct portfolio analysis and performance reviews.
• Collaborate with teams for enhanced client experience.
• Stay updated on market developments.
• Communicate insights to stakeholders.

Skills

Market analysis

Investment strategy development

Analytical skills

Stakeholder management

Communication skills

Education

Bachelor’s degree in Finance, Economics, or related field

Advanced degree or professional certification (e.g., CFA)

Job description

We're seeking a future team member for the role of Vice President, IWM Portfolio Management to join our Investment and Wealth Management team. This role is located in Boston, MA.

Responsibilities

• Develop and execute investment strategies to optimize portfolio performance by demonstrating expertise in market analysis and investment trends.
• Manage client portfolios, ensuring alignment with client objectives and risk tolerance, while maintaining adherence to BNY's principles of integrity and client centricity.
• Conduct thorough portfolio analysis and performance reviews to identify opportunities for improvement and ensure strategic alignment.
• Collaborate with cross-functional teams to integrate investment insights and strategies, enhancing the overall client experience.
• Stay abreast of market developments and innovations, ensuring the application of best practices in portfolio management.
• Communicate effectively with stakeholders to provide insights into portfolio performance and strategic initiatives.

Qualifications

• Bachelor’s degree in Finance, Economics, or related field preferred.
• Advanced degree or professional certification (e.g., CFA) is advantageous.
• Typically 3-10 years of experience, or over 2 years of investment experience, preferred for MBAs or CFAs.
• Strong analytical and strategic thinking skills.
• Excellent communication and stakeholder management abilities.
• Proficiency in market analysis and investment strategy development.