Vice President, IWM Portfolio Management

BNY Mellon•Seattle, WA

3h•$83,000 - $201,000•Onsite

About The Position

We’re seeking a future team member for the role of Vice President, IWM Portfolio Management to join our Wealth Management team. This role is located in the Seattle, WA. 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.
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.
Excellent communication and stakeholder management abilities.
Proficiency in market analysis and investment strategy development.

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.