Vice President, IWM Portfolio Manager I

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

Job summary

An established industry player is seeking a Vice President, IWM Portfolio Manager I to join their Boston team. This role offers a unique opportunity to manage a large discretionary investment platform and collaborate with various teams to develop innovative investment solutions. The ideal candidate will have a strong understanding of investment management, excellent analytical and communication skills, and the ability to manage complex projects. With a commitment to inclusivity and innovation, this firm empowers its employees to grow and succeed in a dynamic financial landscape. If you are passionate about making a difference in wealth management, this is the perfect opportunity for you.

Qualifications

• Strong understanding of investment management and financial markets.
• 3-5 years of investment experience preferred, or over 2 years for MBAs or CFAs.

Responsibilities

• Support management of a large discretionary investment platform.
• Prepare detailed reports and recommendations on investment options.
• Collaborate with internal teams including Wealth Managers and compliance.

Skills

Investment Management

Financial Markets

Analytical Skills

Communication Skills

Interpersonal Skills

Project Management

Education

Bachelor's Degree

Advanced Degree

Job description

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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, our 50,000+ employees bring their perspectives to create solutions with our clients that benefit businesses, communities, and people worldwide.

We are industry leaders, recognized for innovation and inclusivity. We help make money work for the world, focusing on wealth management services that assist clients in building and maintaining wealth across generations.

We’re seeking a Vice President, IWM Portfolio Manager I based in Boston, MA. Hybrid work arrangements are available.

Key Responsibilities:

• Support management of a large discretionary investment platform.
• Research and develop expertise across various asset classes and investment types.
• Coordinate Investment Committee meetings for developing and monitoring investment solutions.
• Partner with research and due diligence teams for evaluations.
• Prepare detailed reports and recommendations on investment options.
• Maintain relationships with investment managers and ensure strategic alignment.
• Collaborate with internal teams including Wealth Managers, compliance, legal, and risk departments.

Qualifications:

• Strong understanding of investment management and financial markets.
• Excellent analytical, communication, and interpersonal skills.
• Ability to work collaboratively and manage complex projects.
• Bachelor’s degree required; advanced degrees preferred.
• 3-5 years of investment experience preferred, or over 2 years for MBAs or CFAs.
• Relevant licenses or certifications as required.
• Bi-lingual capabilities and cultural understanding are advantageous.

Additional Information:

• Awards and recognition details.
• Competitive compensation and benefits information.
• Equal opportunity employer statement.
• Salary range: $87,600 - $125,000, with potential bonuses and incentives.

Other Details:

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Other