We’re seeking a future team member for the role of Vice President, IWM Portfolio Management to join our Investment and Wealth Management team. This role is located in Boston, MA.
Develop and execute investment strategies to optimize portfolio performance by demonstrating expertise in market analysis and investment trends.
Manage client portfolios, ensuring alignment with client objectives and risk tolerance, while maintaining adherence to BNY's principles of integrity and client centricity.
Conduct thorough portfolio analysis and performance reviews to identify opportunities for improvement and ensure strategic alignment.
Collaborate with cross-functional teams to integrate investment insights and strategies, enhancing the overall client experience.
Stay abreast of market developments and innovations, ensuring the application of best practices in portfolio management.
Communicate effectively with stakeholders to provide insights into portfolio performance and strategic initiatives.
Bachelor’s degree in Finance, Economics, or related field preferred.
Advanced degree or professional certification (e.g., CFA) is advantageous.
Typically 3-10 years of experience, or over 2 years of investment experience, preferred for MBAs or CFAs.
Strong analytical and strategic thinking skills.
Excellent communication and stakeholder management abilities.
Proficiency in market analysis and investment strategy development.
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