Senior Associate, IWM Portfolio Analyst

BNY Mellon • New York, NY

5d • $58,000 - $120,000

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 Senior Associate, IWM
Portfolio Analyst to join our Wealth Management team. This role is located in
New York, NY.

In this role, you’ll make an impact in the following ways:

Requirements

• Bachelor’s degree or equivalent combination of education and experience; MBA and/or CFA preferred.
• 3-5 years of prior financial or investment experience.
• Strong analytical skills with the ability to conduct detailed portfolio analysis and prepare impactful reports.
• Experience working collaboratively with portfolio managers and cross-functional teams.
• No direct people leadership responsibilities.

Nice To Haves

• MBA
• CFA

Responsibilities

• Assist Portfolio Managers in managing complex aspects of domestic and international portfolios, including researching potential business profitability.
• Calculate the impact of strategy changes on portfolios and analyze transaction suitability.
• Prepare trades and monitor clearing compliance notifications to ensure regulatory adherence.
• Provide investment reporting and analytics for assigned investment teams, supporting marketing and client service teams with data requests.
• Interpret performance attribution and track error reports to generate detailed portfolio analytics for business decision-making.

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