Vice President, IWM Portfolio Management
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 and champions of inclusion, 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. We’re seeking a future team member for the role of Vice President, IWM Portfolio Management to join our Planned Giving Investments team in BNY Wealth Management . This role is located in Boston, MA. In this role, you’ll make an impact in the following ways: Develop and execute investment strategies to optimize portfolio performance by demonstrating expertise in market analysis and investment trends. Manage client portfolios, ensuring alignment with client objectives and risk tolerance, while maintaining adherence to BNY's principles of integrity and client centricity. Conduct thorough portfolio analysis and performance reviews to identify opportunities for improvement and ensure strategic alignment. Collaborate with cross-functional teams to integrate investment insights and strategies, enhancing the overall client experience.
Requirements
- Bachelor’s degree in Finance, Economics, or related field preferred.
- Typically 3-10 years of experience, or over 2 years of investment experience preferred for MBAs or CFAs.
- Strong analytical and strategic thinking skills, with self-driven focus on identifying efficiency gains and streamlining processes
- Excellent communication and stakeholder management abilities with the proven ability to present investment-related topics to audiences with differing levels of expertise
- Proficiency in market analysis and investment strategy development.
- Highly proficient with Microsoft Office, including advanced, practical expertise in Microsoft Excel.
Nice To Haves
- Advanced degree or professional certification (e.g., CFA) is advantageous.
Responsibilities
- Develop and execute investment strategies to optimize portfolio performance by demonstrating expertise in market analysis and investment trends.
- Manage client portfolios, ensuring alignment with client objectives and risk tolerance, while maintaining adherence to BNY's principles of integrity and client centricity.
- Conduct thorough portfolio analysis and performance reviews to identify opportunities for improvement and ensure strategic alignment.
- Collaborate with cross-functional teams to integrate investment insights and strategies, enhancing the overall client experience.
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
Number of Employees
1-10 employees
