Vice President, IWM Portfolio Manager I

Hobbsnews; Boston (MA); Hybrid; USD 87,000 - 125,000; Full time

Job summary

An established industry player is seeking a Vice President, IWM Portfolio Manager to join their dynamic team in Boston. This role offers the opportunity to manage a large discretionary investment platform while collaborating with various teams to ensure effective investment solutions. You will leverage your strong understanding of investment management and financial markets to provide insights and recommendations. Join a company recognized for its innovative culture and commitment to excellence, where your contributions will help shape the future of wealth management. Embrace the chance to grow in a hybrid work environment that values your expertise and fosters professional development.

Benefits

Flexible Work Hours

Paid Volunteer Time

Generous Paid Leaves

Health and Wellbeing Programs

Qualifications

• 3-5 years of investment experience preferred or over 2 years for MBAs or CFAs.
• Applicable local/regional licenses or certifications as required.

Responsibilities

• Support the management of a large discretionary investment platform.
• Research and become an expert on various asset classes and investment types.
• Provide detailed reports and recommendations on investment solutions.

Skills

Investment Management

Financial Markets

Analytical Skills

Communication Skills

Interpersonal Skills

Project Management

Education

Bachelor's Degree

Advanced/Graduate Degree

Job description

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.

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.

As a leading wealth manager, BNY Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.

We’re seeking a future team member for our team for the Vice President, IWM Portfolio Manager I role located in Boston, MA. Hybrid work available.

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

• Support the management of a large discretionary investment platform.
• Research and become an expert on the solutions offering across various asset classes and investment types.
• Coordinate Investment Committee meetings to aid in the development, approval, and monitoring of investment solutions.
• Partner with investment manager research and operational due diligence to ensure thorough and timely evaluations are completed.
• Provide detailed reports and recommendations on manager research reports and investment solutions.
• Cultivate and maintain relationships with investment managers, ensuring effective communication and alignment with strategic goals.
• Power our culture by collaborating with internal resources such as client-facing Wealth Managers, compliance, legal, and risk.

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

• Strong understanding of investment management and financial markets.
• Excellent analytical, communication, and interpersonal skills.
• Proven ability to work collaboratively with multiple teams and manage complex projects.
• Bachelor‘s degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
• 3-5 years of investment experience preferred or over 2 years of investment experience preferred for MBAs or CFAs.
• Applicable local/regional licenses or certifications as required by the business.
• As a global firm, bi-lingual capabilities are helpful as is an understanding of local/cultural nuances important for client trust.

At BNY, our culture speaks for itself. Here’s a few of our awards:

• America’s Most Innovative Companies, Fortune, 2024
• World’s 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
• Bloomberg’s 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 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 base salary for this position is expected to be between $87,600 and $125,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.