Director, Portfolio Manager
About The Position
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. We’re seeking a future team member for the role of Director, Portfolio Manager to join our Newton team at BNY Investments. This role is located in Boston, MA.
Requirements
- Bachelor's degree or the equivalent combination of education and experience is required.
- Advanced/graduate degree preferred.
- 10-15 years of total work experience preferred.
- Over 10 years of investment experience preferred for MBAs or CFAs.
Responsibilities
- Manage a significant amount of assets independently within investment policy guidelines.
- Meet with clients and new business prospects to communicate investment strategy, discuss market performance and current market conditions.
- Oversee the evaluation of the performance of investments and makes timely changes to a portfolio to meet investment objectives or allocation guidelines.
- Make business decisions based on key stakeholder input, data, and information that helps the business track key performance indicators.
- Make informed decisions on changes that impact the portfolio.
- Act as a spokesperson for funds, influencing the retention of the fund/strategy.
- Participate in investment committee responsibilities and commit to sharing and developing policies and strategies to improve the business performance.
- Independently manage a significant amount of assets, including flagship funds.
- Contribute to team/firm profitability by assuring retention and expansion of existing client relationships by contributing to superior investment performance and client services.
Benefits
- Highly competitive compensation
- Benefits and wellbeing programs
- Access to flexible global resources and tools
- Generous paid leaves
- Paid volunteer time
- 401(k) plan
- Company-sponsored medical, dental, vision, and basic life insurance plans
- Various paid time off benefits, such as vacation and sick time
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What This Job Offers
Job Type
Full-time
Career Level
Director
