Senior Portfolio Analyst

  • Competitive
  • Boston, MA, USA
  • Permanent, Full time
  • BNY Mellon Investment Management
  • 22 Apr 19

Senior Portfolio Analyst

OUR COMPANY:

Mellon is a global multi-specialist manager dedicated to serving our clients globally with a full spectrum of single and multi-asset investment strategies and solutions. With roots dating back to 1933, Mellon has been innovating across asset classes for generations and has the combined scale and capabilities to offer clients a broad range of solutions. From asset class expertise to broad market exposures, clients drive what we do. We are holistic in approach, client driven and committed to investment excellence. We aim to be a key partner for our clients by delivering customized investment outcomes and best-in-class service.




THE OPPORTUNITY:

The Senior Portfolio Analyst is responsible for assisting Portfolio Managers in more complex aspects of the management of portfolios, both domestic and international. The Senior Portfolio Analyst will work closely with the Portfolio Managers to calculate the effect of any strategy changes on the portfolio and analyze the suitability of the transaction. He/she may conduct research.

The Senior Portfolio Analyst will prepare trades and monitor clearing compliance notifications. He/She will be in charge of investment reporting and analytics for their assigned investment teams and will support the marketing and client service teams with data requests. Responsibilities may also include interpreting performance attribution, tracking error reports and generating other portfolio analytics.




Responsibilities:


  • Prepare trades, and monitor and clear compliance notifications.

  • Assist PM's in more complex aspects of the management of portfolios, both domestic and international, along with researching of potential business profitability. Calculate the effect of any strategy changes on the portfolio and analyze the suitability of the transaction.

  • Report and analyze investments for assigned investment teams, and support the marketing and client service teams with data requests.

  • Interpret performance attribution, and track error reports in order to generate other portfolio analytics.

  • Conduct detailed portfolio analysis and prepare reports to be utilized for impactful business decisions.


Qualifications

Bachelor's degree or the equivalent combination of education and experience is required. MBA and/or CFA preferred. 3-5 years prior financial/investment experience.

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: 80015
Job: Asset Management
Organization: MELLON WITH TOH ADJ-HR13428
Requisition Number: 1904311