Senior Specialist, Wealth Portfolio Management

BNY Mellon • Seattle, WA

6d • $59,000 - $130,700

About The Position

BNY is seeking a Senior Specialist to join its Wealth Management team in Seattle, Washington. The role supports the design, construction, and ongoing management of discretionary and advisory portfolios for wealth clients. It applies knowledge of asset allocation, security selection, and portfolio construction frameworks.

The Senior Specialist monitors portfolio performance, risk exposures, guideline adherence, and market developments to ensure portfolios remain aligned with client objectives and firm standards. The role implements portfolio decisions through trade preparation and execution, portfolio rebalancing, and coordination with trading and operations teams, following internal controls and regulatory requirements. It also supports relationship and advisory teams by preparing portfolio reviews, client-ready materials, and analytics that communicate investment strategy, performance, and positioning.

Requirements

• Bachelor’s degree in Finance, Economics, Business, or a related field, or equivalent work experience.
• Typically 2–5 years of experience in portfolio management, investment research, portfolio analytics, or a related field.
• Strong portfolio analytics, investment research, and risk assessment skills, including the ability to interpret performance, attribution, and portfolio risk data.
• Proficiency with portfolio management systems, market data tools, and Excel or similar analytical applications.
• Effective communication and collaboration skills to translate investment analysis into clear insights for internal partners.
• Ability to operate in a control-focused, client-centric environment.
• Relevant regulatory licenses may be required based on jurisdiction and product set.

Nice To Haves

• Progress toward or attainment of a professional designation such as CFA or CAIA.

Responsibilities

• Support the design, construction, and ongoing management of discretionary and advisory portfolios for wealth clients.
• Apply knowledge of asset allocation, security selection, and portfolio construction frameworks.
• Monitor portfolio performance, risk exposures, guideline adherence, and market developments to keep portfolios aligned with client objectives and firm standards.
• Prepare and execute trades, rebalance portfolios, and coordinate with trading and operations teams to support accurate, timely, and efficient execution.
• Ensure portfolio implementation follows internal controls and regulatory requirements.
• Prepare portfolio reviews, client-ready materials, and analytics for relationship and advisory teams.
• Communicate investment strategy, performance, and positioning through portfolio materials and analysis.

Benefits

• Competitive compensation and benefits.
• Wellbeing programs.
• Generous paid leaves, including paid volunteer time.
• Potential eligibility for an annual discretionary incentive award.
• Eligible employees may enroll in a 401(k) plan.
• Eligible employees may participate in company-sponsored medical, dental, vision, and basic life insurance plans for themselves and eligible dependents.
• Other benefits may include paid time off, such as vacation and sick time, depending on the position offered.

What This Job Offers

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