Vice President, Multi-Asset Portfolio Manager

BNY Mellon•San Francisco, CA
•$83,000 - $192,000•Hybrid

About The Position

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 Multi-Asset Portfolio Manager at Vice President level to join our Multi Asset Solutions (MAS) Team at BNY Investments. This role can be based in our San Francisco, Boston or NY office.

Requirements

  • Bachelor's degree in Finance, Economics, or related field preferred.
  • Advanced degree or professional certification (e.g., CFA) is advantageous.
  • 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.
  • Stay abreast of market developments and innovations, ensuring the application of best practices in portfolio management.
  • Communicate effectively with stakeholders to provide insights into portfolio performance and strategic initiatives.

Benefits

  • Generous paid leaves, including paid volunteer time
  • 401(k) plan
  • Company-sponsored medical, dental, vision, and basic life insurance plans
  • Various paid time off benefits, such as vacation and sick time
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