Associate Portfolio Manager Associate Portfolio Manager …

BNY Mellon
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Competitive
BNY Mellon
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Competitive
Associate Portfolio Manager
ABOUT BNY MELLON BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of March 31, 2021, BNY Mellon had $41.7 trillion in assets under custody and/or administration, and $2.2 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news. Manages assets in a less complex structure such as cash and/or index and may assist a more senior portfolio manager. Implements investment strategies consistent with client financial goals and risk tolerance and in accordance with the investment policies/philosophies and procedures and applicable regulations. Works with research, strategy team members and other members of the portfolio teams, but also a liaison with other internal departments, Senior Portfolio Managers, and global analysts Independently implement investment strategies for less complex funds/strategies such as cash and/or index consistent with client financial goals and risk tolerance and in accordance with the investment policies/philosophies and procedures and applicable regulations. Evaluate the performance of investments, and make timey changes to a portfolio to meet investment objectives or allocation guidelines. Meet with clients and new business prospects to communicate investment strategy, discuss performance, and review current market conditions. Monitor compliance with investment guidelines and objectives. Provide attribution analysis for tracking error. No direct reports. Mid level portfolio management working with moderate direction from senior portfolio management. Contributes to team/firm profitability by assuring retention and expansion of existing client relationships by contributing to superior investment performance and client services. In some regions, may serve as the primary interface for jurisdictional/regulatory matters and may have entity governance responsibilities. Qualifications MODIFIED BASED UPON LOCAL REGULATIONS/REQUIREMENTS Bachelor s degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 3-5 years of investment experience preferred or over 2 years of investment experience preferred for MBAs or CFAs. Applicable local/regional licenses or certifications as required by the business. As global firm, bi-lingual capabilities are helpful as is an understanding of local/cultural nuances important for client trust.' BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums. Primary Location: United States-Massachusetts-Boston Internal Jobcode: 80016 Job: Wealth Management Organization: WM Investments-HR13350 Requisition Number: 2109066
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