Vice President, Portfolio Manager BNY Wealth Position Available In Suffolk, Massachusetts
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Job Description
Vice President, Portfolio Manager BNY Wealth The Bank of New York Mellon Corporation – 3.5
Boston, MA Job Details Estimated:
$77.6K – $148K a year 13 hours ago Benefits Life insurance Qualifications Wealth management Microsoft Excel 5 years Microsoft Office Master’s degree SQL Bachelor’s degree Financial services Portfolio management Senior level Master of Business Administration Python Full Job Description At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. As a leading wealth manager, BNY Wealth is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations. We’re seeking a future team member for the role of Vice President, Portfolio Manager to join our BNY Wealth – National Portfolio Management team. This role is a hybrid work schedule (4 days a week in office) located out of our Philadelphia. PA or Boston, MA office. In this role, you’ll make an impact in the following ways: Work with our investment committees to maintain and update our investment allocation and solution guidance. Coordinate with Wealth Managers on Portfolio Management tools and processes Serve as a Subject Matter Expert on Client Performance Reporting and related workflows. Assist in expansion of existing platform capabilities. To be successful in this role, we’re seeking the following: Bachelor’s degree or the equivalent combination of education and experience is required. Progress toward MBA or CFA preferred. 5-7 Years of experience in the financial services industry, with an emphasis on Wealth Management or Portfolio Management Advanced skills in Microsoft Office, particularly Excel. Knowledge of SQL or Python a plus At BNY, our culture speaks for itself. Here’s a few of our awards: America’s Most Innovative Companies, Fortune, 2024 World’s Most Admired Companies, Fortune 2024 Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024 Best Places to Work for
Disability Inclusion, Disability:
IN – 100
% score, 2023-2024 “Most Just Companies”, Just Capital and
CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024 Bloomberg’s Gender Equality Index (GEI), 2023
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. #LI_HYBRID