Vice President, Multi-Asset Portfolio Manager

BNY Mellon; San Francisco (CA); Sur place; USD 190 000 - 280 000; Plein temps

Résumé du poste

BNY Mellon seeks a Multi-Asset Portfolio Manager at the Vice President level to join the MAS Team. The role can be based in San Francisco, Boston or NY and involves developing and executing investment strategies while managing client portfolios to align with objectives and risk tolerance.

The position requires strong analytical and strategic thinking, with advanced degree or CFA advantageous and 10+ years of experience in finance.

Qualifications

• Bachelor's degree in Finance, Economics, or related field preferred.
• Advanced degree or professional certification (e.g., CFA) is advantageous.
• 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.

Responsabilités

• 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 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.
• Stay abreast of market developments and innovations, ensuring the application of best practices in portfolio management; communicate insights to stakeholders.

Connaissances

Analytical skills

Strategic thinking

Stakeholder management

Market analysis

Investment strategy

Formation

Bachelor's in Finance/Economics

CFA or advanced degree advantageous

Description du poste

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

About BNY Investments:

BNY Investments is a division of BNY, one of the world's largest and most-trusted financial services groups. BNY Investments is a leading investment manager, with $2.1 trillion* in assets under management as of June 30, 2024. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY.

We're seeking a future team member for the role of Multi-Asset Portfolio Manager at Vice President level to join our Multi Asset Solutions (MAS) Team at BNY Investments. This role can be based in our San Francisco, Boston or NY office.

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

• 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.

Requirements:

• Bachelor's degree in Finance, Economics, or related field preferred.
• Advanced degree or professional certification (e.g., CFA) is advantageous.
• 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.