Tax Managed Equity Portfolio Analyst

  • Competitive
  • Pittsburgh, PA, USA
  • Permanent, Full time
  • BNY Mellon Investment Management
  • 16 Oct 18

Tax Managed Equity Portfolio Analyst

The Portfolio Analyst works together as a team with the Tax-Managed Equity Product & Portfolio Managers of the tax managed equity product. The incumbent provides support on matters related to the daily management of the tax managed equity portfolios. S/he is responsible for both monitoring overall product data, as well as maintaining associated product/portfolio database information and related files. Additionally, s/he is responsible for providing analysis of specific portfolio performance and compiling related presentation materials. The incumbent will work with both Portfolio Managers and portfolio teams, as necessary, to ensure proper attention to daily administrative matters related to the tax managed portfolios. Jointly with the Tax-Managed Equity Product and Portfolio Managers, s/he will work to improve processes for managing the tax managed product equity product. S/he also assists with the process for implementing rebalancing programs for tax managed equity portfolios.

Bachelor s degree or equivalent work experience and a minimum 2-4 years of experience in investment management industry required. MBA (or equivalent experience) or pursing CFA designation preferred. Must be a self-starter capable of working with limited supervision. Must be capable of working as part of a team. Good verbal and written communication skills. Proficiency with personal computers and support applications required;; e.g. Excel & PowerPoint. Knowledge of additional support systems desired, e.g., SEI Trust 3000, FactSet, LVTS trading systems. Willingness to enhance knowledge of financial markets and asset allocation investment strategies.
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:

As one of the nation's leading wealth managers, BNY Mellon Wealth Management is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs. By providing integrated products, services and solutions, we help them capitalize on opportunity while managing risk. Backed by more than two centuries of experience, we understand our clients' needs and deliver customized strategies to help them reach their goals.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-Pennsylvania-Pittsburgh
Internal Jobcode: 08868
Job: Wealth Management
Organization: WM Investments-HR13350
Requisition Number: 1813329