Jr Portfolio Analyst
- Boston, MA, USA
- Permanent, Full time
- BNY Mellon Investment Management
- 17 Oct 18
Jr Portfolio Analyst
The Junior Portfolio Analysts are responsible for the implementation of portfolio trades as directed by the investment teams. He/she will input trades into the Charles River Development system (CRD) and will work with the surveillance group on any pre-trade compliance alerts. The Junior Portfolio Analysts will track every trade from set up through execution and follow up with investment teams on the progress of all outstanding trades and open orders. Other job duties include cash notification, collateral management .The Junior Portfolio Analyst team will sit with the Traders and will support multiple investment teams providing the opportunity to gain valuable experience in the investment process. The Junior Portfolio Analysts will provide back up support to the Portfolio Analysts.
BA/BS degree required. Work toward/possession of advanced degree and/or CFA is desired. Prior experience with fixed-income securities a must. Strong communication, analytical and quantitative skills required.
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
As one of the world's leading investment management organizations and one of the top U.S. wealth managers, BNY Mellon Investment Management combines agility, insight and scale to create and deliver strategies and solutions to address our clients' needs. Encompassing BNY Mellon's investment management firms, wealth management organization and global distribution teams, we draw on deep expertise to collaborate with clients and tailor our best ideas and resources to meet their specific needs. We pride ourselves on providing dedicated service through our network of global professionals who have a deep understanding of local requirements. With our extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management is dedicated to helping clients reach their goals.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-Massachusetts-Boston
Internal Jobcode: 31310
Job: Asset Management
Organization: NA Investment Boutiques-HR13428
Requisition Number: 1812363