Senior Associate, IWM Portfolio Analyst - Specialty Assets

BNY Mellon • Philadelphia, PA

12d

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.
• 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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level