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:
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
