Senior Vice President, Portfolio Management
About The Position
The Senior Vice President, Portfolio Management, is a senior individual contributor responsible for overseeing complex investment implementation and fiduciary activities. The role aligns investment and fiduciary oversight with client objectives, fiduciary standards, risk appetite, regulatory requirements, and BNY’s broader business strategy. The incumbent applies expertise in portfolio construction, asset allocation, fiduciary administration, risk management, governance, and review processes to promote consistent, risk-aware outcomes and support the firm’s growth and resilience. The role exercises sound judgment, champions disciplined oversight, and drives consistent execution in support of BNY’s strategic priorities and its stewardship of client assets. The position also contributes to BNY’s principles by taking ownership for outcomes, constructively challenging, collaborating across functions, and acting with integrity and transparency in oversight activities and stakeholder interactions.
Requirements
- Bachelor’s degree or equivalent work experience in Finance, Economics, Business, or a related field.
- Typically, 8–12 years of relevant experience in portfolio management, fiduciary oversight, investment governance, risk management, or related financial services roles.
- Deep expertise in portfolio construction, asset allocation, governance frameworks, and risk management.
- Proficiency with investment and fiduciary review processes, analytics, reporting, and risk tools.
- Strong analytical skills, including the ability to interpret complex information and translate findings into actionable oversight decisions.
- Strong written and verbal communication skills, including the ability to explain investment, fiduciary, and risk matters clearly to senior stakeholders.
- Ability to exercise sound judgment and accountability in a complex, regulated environment.
- Ability to influence outcomes and collaborate effectively across cross-functional teams.
- Strong leadership orientation and ability to balance oversight with business, client, fiduciary, and regulatory considerations.
Nice To Haves
- Advanced degree, such as an MBA.
- Relevant professional certification or industry designation.
- Prior management or team leadership experience.
Responsibilities
- Lead oversight of portfolio construction and implementation activities using established governance frameworks, review processes, and risk-based approaches.
- Align portfolio oversight with fiduciary standards, investment objectives, client guidelines, risk parameters, and regulatory requirements.
- Implement escalation and follow-up processes to support prudent oversight and consistent execution.
- Serve as a subject matter expert to internal stakeholders and senior leadership, providing insights, recommendations, and guidance on investment and fiduciary matters and emerging risks.
- Partner with client advisors, portfolio managers, trust managers, and risk, compliance, legal, operations, and other stakeholders to support effective oversight and appropriate outcomes.
- Build stakeholder trust through transparent, informed, and solutions-oriented communication.
- Contribute to continuous improvement of processes, tools, analytics, and governance frameworks.
- Identify opportunities to improve efficiency, controls, analytical capabilities, and consistency across portfolios.
- Lead, mentor, and develop oversight professionals by sharing best practices, setting clear expectations, and reinforcing disciplined oversight processes.
- Support a culture of collaboration, accountability, sound judgment, and ethical conduct across the team.
Benefits
- Competitive compensation and benefits.
- Wellbeing programs and flexible global resources and tools.
- Paid leaves, including paid volunteer time.
- Eligibility to enroll in a 401(k) plan.
- Company-sponsored medical, dental, vision, and basic life insurance plans for eligible employees and dependents.
- Other benefits, including paid time off such as vacation and sick time, depending on the position.
- Potential eligibility for an annual discretionary incentive award.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
