Senior Associate, IWM Portfolio Analyst - Specialty Assets

BNY External Career Site•Philadelphia, PA

18h

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 and champions of inclusion, 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 Senior Associate, IWM Portfolio Analyst - Special Assets to join our team. This role is located in Philadelphia, PA. In this role, you’ll make an impact in the following ways: Administer a diverse, nationwide portfolio of specialty assets held in fiduciary accounts, including commercial and residential real estate, mineral interests, tangible assets, and mortgage-related assets. The role applies disciplined, asset-specific management strategies within regulatory and policy frameworks, collaborates across internal and external stakeholders, and delivers client-centered outcomes that drive growth, retention, and risk‑aware performance Ensure full compliance with Office of the Comptroller of the Currency (OCC) regulations and BNY policy guidelines, lead end-to-end oversight of specialty assets, complete Regulation 9 reviews, annual inspections, monitor valuation, performance tracking, documentation, and execution of asset strategies. Implement asset strategies consistent with investment policies, fiduciary standards, and client objectives. Monitor market trends and regulatory changes; adjust tactics to optimize performance within risk and compliance frameworks. Manage and evaluate capital projects, hold/sell decisions, and monetize opportunities to support client goals. Monitor asset-level dynamics, cash flows, and market conditions. Collaborate with clients, trust counsel, third-party affiliates, and internal partners, Wealth Managers, Investment Managers, Legal, and Risk & Compliance, to deliver coordinated, high-quality outcomes. Meet with high-net-worth clients to understand their asset strategies and real estate investment objectives, risk tolerance, and long-term goals. Discuss current market conditions; implement investment strategies for complex assets aligned with client goals, risk tolerance, policies, and applicable regulations. Client & Stakeholder Engagement: Present clear, actionable recommendations; translate complex asset considerations into client-friendly insights; coordinate with internal and external stakeholders to resolve issues and advance objectives. Growth & Retention: Strengthen relationships, increase share of wallet, and support new business development by delivering trusted advice and responsive service.

Requirements

Bachelor’s degree or the equivalent combination of education and experience is required
3-5 years prior financial/investment experience
Strong analytical and research skills related to portfolio management
Experience working with domestic and international investment portfolios
No direct people leadership responsibilities
Experience managing specialty assets within fiduciary, trust, or wealth management environments; knowledge of real estate, mineral interests, tangible assets, and mortgage-related assets.
Strong understanding of OCC regulations, fiduciary standards, and internal policy frameworks.
Excellent analytical, cross-functional collaboration, clear written and verbal communication, organizational skills; ability to manage complex, multi-party engagements. Risk awareness and regulatory adherence

Nice To Haves

MBA and/or CFA preferred

Responsibilities

Administer a diverse, nationwide portfolio of specialty assets held in fiduciary accounts, including commercial and residential real estate, mineral interests, tangible assets, and mortgage-related assets.
Ensure full compliance with Office of the Comptroller of the Currency (OCC) regulations and BNY policy guidelines, lead end-to-end oversight of specialty assets, complete Regulation 9 reviews, annual inspections, monitor valuation, performance tracking, documentation, and execution of asset strategies.
Implement asset strategies consistent with investment policies, fiduciary standards, and client objectives.
Monitor market trends and regulatory changes; adjust tactics to optimize performance within risk and compliance frameworks.
Manage and evaluate capital projects, hold/sell decisions, and monetize opportunities to support client goals.
Monitor asset-level dynamics, cash flows, and market conditions.
Collaborate with clients, trust counsel, third-party affiliates, and internal partners, Wealth Managers, Investment Managers, Legal, and Risk & Compliance, to deliver coordinated, high-quality outcomes.
Meet with high-net-worth clients to understand their asset strategies and real estate investment objectives, risk tolerance, and long-term goals.
Discuss current market conditions; implement investment strategies for complex assets aligned with client goals, risk tolerance, policies, and applicable regulations.
Present clear, actionable recommendations; translate complex asset considerations into client-friendly insights; coordinate with internal and external stakeholders to resolve issues and advance objectives.
Strengthen relationships, increase share of wallet, and support new business development by delivering trusted advice and responsive service.

Benefits

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.
We provide access to flexible global resources and tools for your life’s journey.
Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume