Institutional Investment Strategist Institutional Investment Strategist …

BNY Mellon
in New York, NY
Permanent, Full time
Last application, 11 Apr 21
Competitive
BNY Mellon
in New York, NY
Permanent, Full time
Last application, 11 Apr 21
Competitive
Institutional Investment Strategist
  • The successful candidate will be part of BNY Mellon Solutions team which provides discretionary (Outsourced Chief Investment Officer or OCIO) and non-discretionary (advisory) investment solutions to institutions. Institutions may include endowments, foundations, retirement plan, family offices and financial intermediaries.
  • The individual's primary role will be to support the business development efforts in the areas of quantitative custom analysis, RFP, finals presentation, marketing and sales tracking support.
  • Key components of our service offering include asset allocation (strategic and tactical), manager evaluation / selection and portfolio oversight / monitoring. Examples of analysis include peer group assessments, enterprise risk, spending, portfolio construction and asset / liability modeling.
  • Desired individual attributes commercially-minded, team player, organizational skills, attention to detail, intellectual curiosity, comfort with Excel-based models / Word and PowerPoint and strong written / verbal communication skills.
  • No direct reports.
  • Works independently with direction from Head of Client Consulting, Investor Solutions.


Qualifications
  • Bachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
  • 3-5 years of investment experience preferred, ideally in investment consulting or investment management or over 2 years of investment experience preferred for MBAs or CFAs.
  • 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-New York-New York
Internal Jobcode: 80008
Job: Wealth Management
Organization: WM Investments-HR13350
Requisition Number: 2103710
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