VP, IWM Portfolio Strategy & Performance

BNY Mellon; Boston (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

BNY Mellon is seeking a Vice President, IWM Portfolio Management in Boston, MA. In this role, you will develop investment strategies and manage client portfolios, ensuring alignment with client objectives and market trends.

The ideal candidate will have a Bachelor's degree in Finance or Economics, with 3-10 years of experience. Strong analytical and communication skills are essential. This position offers a chance to significantly impact client outcomes through effective investment management.

Qualifications

• B.A. or B.S. in Finance, Economics, or related field preferred.
• CFA or advanced degree is advantageous.
• 3-10 years of experience or 2+ years with CFA/MBA.

Responsibilities

• Develop and execute investment strategies for portfolios.
• Manage client portfolios aligned with objectives.
• Conduct portfolio analysis and performance reviews.
• Collaborate with teams for enhanced client experience.
• Stay updated on market developments.
• Communicate insights to stakeholders.

Skills

Market analysis

Investment strategy development

Analytical skills

Stakeholder management

Communication skills

Education

Bachelor’s degree in Finance, Economics, or related field

Advanced degree or professional certification (e.g., CFA)

Job description

BNY Mellon is seeking a Vice President, IWM Portfolio Management in Boston, MA. In this role, you will develop investment strategies and manage client portfolios, ensuring alignment with client objectives and market trends.

The ideal candidate will have a Bachelor's degree in Finance or Economics, with 3-10 years of experience. Strong analytical and communication skills are essential. This position offers a chance to significantly impact client outcomes through effective investment management.