Vice President, Multi-Asset Portfolio Manager

BNY; San Francisco (CA); On-site; USD 180,000 - 240,000; Full time

Job summary

BNY Investments seeks a Senior Multi-Asset Portfolio Manager to lead and implement investment strategies for diversified client portfolios. The role sits within the MAS Team and can be based in San Francisco, Boston, or NY offices.

The role requires strong analytical and communication skills, with a focus on risk-aware portfolio optimization and stakeholder collaboration to align with client objectives.

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.

Responsibilities

• Develop and execute investment strategies to optimize portfolio performance.
• Manage client portfolios, ensuring alignment with client objectives and risk tolerance.
• Conduct portfolio analysis and performance reviews to identify opportunities and ensure strategic alignment.
• Collaborate with cross-functional teams to integrate investment insights and strategies.

Skills

Analytical thinking

Strategic thinking

Communication

Stakeholder management

Market analysis

Investment strategy development

Education

Bachelor's in Finance/Economics

Advanced degree or CFA (advantage)

Job description

Job Description

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.

Job Description

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 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.

About Us

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 is all about. Join us and be part of something extraordinary.

About The Team

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn

Here’s a Few Of Our Recent Awards

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

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 expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job‑related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company‑sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.