Senior Vice President, IWM Portfolio Manager

BNY Mellon • Boston, MA

1d

About The Position

In this role, you’ll make an impact by independently managing a significant amount of assets within investment policy guidelines, including medium to large and complex accounts/funds. You will implement investment strategies aligned with client financial goals and risk tolerance, adhering to investment policies, philosophies, procedures, and applicable regulations. You will collaborate with research, strategy, and portfolio team members to optimize investment decisions. You will meet with clients and new business prospects to communicate investment strategies, discuss market performance, and review current market conditions. You will serve on the investment committee, contributing to the development and refinement of policies and strategies to enhance business performance. You will evaluate investment performance regularly and make timely portfolio adjustments to meet investment objectives and allocation guidelines. You will gather stakeholder input and leverage data to support business tracking of key performance indicators and informed decision-making. You will build and maintain processes that enable executive leadership to make informed decisions impacting the portfolio. You will provide guidance to less experienced Portfolio Managers and may manage a small junior team. You will contribute to team and firm profitability by supporting client retention and expansion through superior investment performance and client service.

Requirements

• Bachelor’s degree or equivalent combination of education and experience required.
• Applicable local or regional licenses and certifications as required by the business.
• Strong interpersonal skills to engage effectively with clients and internal teams.
• Ability to work independently and collaboratively within a team environment.

Nice To Haves

• Advanced or graduate degree preferred.
• 7-10 years of total work experience preferred, with 7 or more years of investment experience preferred for candidates holding MBAs or CFAs.
• Bi-lingual capabilities and understanding of local/cultural nuances are helpful to build client trust.

Responsibilities

• Independently manage a significant amount of assets within investment policy guidelines, including medium to large and complex accounts/funds.
• Implement investment strategies aligned with client financial goals and risk tolerance, adhering to investment policies, philosophies, procedures, and applicable regulations.
• Collaborate with research, strategy, and portfolio team members to optimize investment decisions.
• Meet with clients and new business prospects to communicate investment strategies, discuss market performance, and review current market conditions.
• Serve on the investment committee, contributing to the development and refinement of policies and strategies to enhance business performance.
• Evaluate investment performance regularly and make timely portfolio adjustments to meet investment objectives and allocation guidelines.
• Gather stakeholder input and leverage data to support business tracking of key performance indicators and informed decision-making.
• Build and maintain processes that enable executive leadership to make informed decisions impacting the portfolio.
• Provide guidance to less experienced Portfolio Managers and may manage a small junior team.
• Contribute to team and firm profitability by supporting client retention and expansion through superior investment performance and client service.

Benefits

• commission earnings
• discretionary bonuses
• short and long-term incentive packages
• Company-sponsored benefit programs

What This Job Offers

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