Senior Portfolio Analyst, Mellon Investments

BNY • Pittsburgh, PA

1d

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. About Mellon Investments Corporation: Driving client outcomes through perspective, precision, and partnership. Mellon Indexing is a global leader in index management and one of the world’s largest institutional index managers by assets under management. Since 1983, Mellon’s dedication to precision and client partnership has gone beyond the benchmark. Our storied history of innovation can be tracked back to the 1970s to founders William Fouse and Thomas Loeb, who are widely recognized as pioneering developers and champions of indexing. Armed with perspective earned from 40 years of experience, Mellon manages money for many of the world’s most sophisticated clients, proving that index investing requires an active mindset. We’re seeking a future team member for the role of Senior Portfolio Analyst to join the Mellon Indexing Portfolio Management team. This role is located in Pittsburgh, PA. In this role, you’ll make an impact in the following ways: Benchmark methodology analysis trade preparation, portfolio reporting, performance attribution, monitoring portfolio performance and exposures, corporate action analysis. Investing in global equity markets as well as utilize derivatives, such as futures, options, and currency forwards. Acting under supervision within established investment policy guidelines and handling complex benchmark methodologies and analyzes complex voluntary corporate actions. Utilizing portfolio management software, special department-wide projects, and interdepartmental client communications.

Requirements

• Bachelor s degree or the equivalent combination of education and experience is required.
• 3-5 years of investment experience preferred or over 2 years of investment experience preferred for MBAs or CFAs.
• An understanding of security and derivatives valuation, equity portfolio management concepts, ETFs and experience in trading equity securities is desired.
• Excellent analytical skills, high aptitude for quantitative reasoning and problem-solving preferred
• Advanced skills in Excel.
• Strong verbal and written communication/presentation skills.
• Ability to work under pressure and in time-sensitive environments.
• Extreme attention to detail and high degree of organization.
• Strong team player with a positive attitude.
• Must be willing to work market hours

Nice To Haves

• Advanced/graduate degree preferred.
• Will support advancement to CFA for candidates.
• Experience with Aladdin, Factset, Bloomberg, and other 3rd Party Portfolio Management systems preferred
• Experience with SQL, UNIX, VBA , C++, PERL, Python or similar tools are a plus

Responsibilities

• Benchmark methodology analysis trade preparation
• Portfolio reporting
• Performance attribution
• Monitoring portfolio performance and exposures
• Corporate action analysis
• Investing in global equity markets as well as utilize derivatives, such as futures, options, and currency forwards.
• Acting under supervision within established investment policy guidelines and handling complex benchmark methodologies and analyzes complex voluntary corporate actions.
• Utilizing portfolio management software, special department-wide projects, and interdepartmental client communications.

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
• Number of Employees: 5,001-10,000 employees