VP, Client Coverage & Investment Strategy

BNY; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

BNY Investments is a leading investment manager delivering investment strategy content and portfolio analysis to intermediary wealth management clients in North America. The Portfolio Strategy Group partners with Distribution, Product Management, Channel Marketing, and Investment Boutiques to ensure accurate, relevant investment messaging across asset classes.

The role requires a Bachelor’s degree with CFA preferred, 7+ years of experience, and exceptional writing and interpersonal skills to

Qualifications

• Bachelor's degree required.
• CFA preferred.
• 7+ years experience.
• Understanding of the capital markets, wealth management, and asset management products across fixed income, equity, hedge funds, private equity, and/or real assets.
• Must be a self-starter with demonstrated ability to effectively prioritize multiple projects and have the willingness to take on additional responsibility.
• Outstanding copywriting and editorial skills; must be able to take complex concepts and synthesize concisely.
• Excellent interpersonal skills, including a strong ability to develop relationships and influence outcomes in large, globally complex matrix organizations.

Responsibilities

• Creation and delivery of investment strategy content and delivery portfolio construction analysis to external client. This includes building and delivering presentations on current industry topics, distribution of model portfolios, and offering in depth and actionable portfolio analysis to clients.
• Build strong partnerships across the organization to create and manage print and digital marketing communications. Research, write, edit, and publish materials for the sales team, tying all investment messaging to investment insights that address client needs.
• Working with partners in Marketing and Compliance to produce relevant, differentiated content that better positions our investment capabilities with our clients. Solicit and incorporate feedback from a large group of stakeholders across the firm to refine product stories and support accessibility of sales materials.

Skills

Portfolio strategy

Copywriting

Editorial skills

Interpersonal skills

Project prioritization

Education

Bachelor's degree

CFA preferred

Job description

BNY Investments is a leading investment manager delivering investment strategy content and portfolio analysis to intermediary wealth management clients in North America. The Portfolio Strategy Group partners with Distribution, Product Management, Channel Marketing, and Investment Boutiques to ensure accurate, relevant investment messaging across asset classes.

The role requires a Bachelor’s degree with CFA preferred, 7+ years of experience, and exceptional writing and interpersonal skills to