VP, IWM Portfolio Strategy & Performance

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

Job summary

BNY in San Francisco, CA is seeking a Vice President, IWM Portfolio Management to join its Wealth Management team. In this role you will develop and execute investment strategies, manage client portfolios to match objectives and risk tolerance, and collaborate with cross‑functional teams to enhance performance and the client experience.

The ideal candidate holds a Bachelor’s in Finance or Economics, CFA is a plus, and 3–10 years in investment or portfolio management; MBA/CFA candidates with

Qualifications

• Bachelor’s degree in Finance, Economics, or related field preferred.
• Advanced degree or professional certification, such as CFA, is advantageous.
• Typically 3–10 years of experience in investment management or portfolio management preferred; over 2 years of investment experience considered for MBA or CFA candidates.
• 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 by leveraging market analysis and investment trends.
• Manage client portfolios to ensure alignment with client objectives, risk tolerance, and BNY’s standards of integrity and client centricity.
• Conduct portfolio analysis and performance reviews to identify opportunities for improvement and support strategic decision-making.
• Collaborate with cross-functional teams to apply investment insights and enhance the client experience.
• Monitor market developments and industry innovations to apply best practices in portfolio management.
• Communicate portfolio performance and strategic initiatives clearly to stakeholders.

Skills

Analytical thinking

Strategic thinking

Communication

Stakeholder management

Market analysis

Investment strategy development

Education

Bachelor's degree in Finance or Economics

CFA or advanced degree

Job description

BNY in San Francisco, CA is seeking a Vice President, IWM Portfolio Management to join its Wealth Management team. In this role you will develop and execute investment strategies, manage client portfolios to match objectives and risk tolerance, and collaborate with cross‑functional teams to enhance performance and the client experience.

The ideal candidate holds a Bachelor’s in Finance or Economics, CFA is a plus, and 3–10 years in investment or portfolio management; MBA/CFA candidates with