Vice President, Investment Strategist
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 BNY Investments: BNY Investments is a division of BNY, one of the world's largest and most-trusted financial services groups. BNY Investments is a leading investment manager, with $2.1 trillion in assets under management as of June 30, 2024. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY. We're seeking a future team member for the role of Vice President, Investment Strategist to join the Portfolio Group Strategy team at BNY Investments. This role is located in New York City, NY, or Boston, MA. The Portfolio Strategy Group team partners with the Distribution team, Product, Marketing, and our Investment Firms to create and ensure the delivery of accurate, consistent, compelling, and relevant investment strategy communications, concepts and content to intermediary & institutional clients in the US. Coverage and responsibilities range across asset classes (Equity, Fixed Income, Multi-Asset, and Alternatives), investment vehicles (mutual funds, mandates, private/illiquid), and macro and micro market and investing thematics. In this role, you'll make an impact in the following ways:
Requirements
- Degree required or equivalent
- 3-5 year's experience in asset management
- Understanding of the capital markets and asset management products across fixed income, equity, hedge funds, private equity, and/or real assets.
- Must be a self-starter with demonstrated ability to effectively prioritize multiple projects and have the willingness to take on additional responsibility.
- Outstanding copywriting and editorial skills; must be able to take complex concepts and synthesize concisely.
- Excellent interpersonal skills, including a strong ability to develop relationships and influence outcomes in large, globally complex matrix organizations.
Nice To Haves
- CFA candidate preferred
Responsibilities
- Creation and delivery of investment strategy content and delivery portfolio construction analysis to clients. This includes building and delivering presentations on current industry topics, distribution of model portfolios, and offering in depth and actionable portfolio analysis to clients.
- Research, write, edit, and publish materials for the sales team, tying all investment messaging to investment insights that address client needs.
- Working with partners in Marketing and Compliance to produce relevant, differentiated content that better positions our investment capabilities with our clients. Solicit and incorporate feedback from a large group of stakeholders across the firm to refine product stories and support accessibility of sales materials.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Number of Employees
5,001-10,000 employees
