Vice President, IWM Portfolio Management

BNY Mellon

2d•$68,000 - $124,500

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. To be successful in this role, we’re seeking the following: Bachelor’s degree in Finance, Economics, or related field preferred. Advanced degree or professional certification (e.g., CFA) is advantageous. 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. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here’s a few of our recent awards: America’s Most Innovative Companies, Fortune, 2025 World’s Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: 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. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $68,000 and $124,500 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

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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