Director, Portfolio Manager

BNY Mellon

1d•Onsite

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.
10-15 years of total work experience preferred
over 10 years of investment experience preferred for MBAs or CFAs.

Nice To Haves

Advanced/graduate degree preferred.

Responsibilities

Portfolio Management responsibilities for US thematic Tech and US Equity Growth franchise.
Contribute across the platform on ideas and challenge across US growth stocks and US equities in general.
Develop the US growth equity franchise in terms of philosophy , process, and performance.
Actively participate supporting distribution to grow flows and develop the franchise in the funds managed
Support the platform overall in terms of Portfolio Management input , company contact and analysis and help provide leadership in the US office.
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.
A critical influence to the retention of the fund/strategy, will act as a spokesperson for funds.
Investment committee responsibilities and commit to sharing and developing policies and strategies to improve the business performance.
Independently manages a significant amount of assets, including flag ship funds.
Contributes to team/firm profitability by assuring retention and expansion of existing client relationships by contributing to superior investment performance and client services.