BNY Mellon Careers

Senior Wealth Analyst

Los Angeles, California
Wealth Management

Job Description

This position works with the Family Wealth Advisors and the Wealth Management Segments including Sales Officers, Portfolio Officers and other internal specialists. Provides analysis and compiles complex analytics for portfolio investment strategies and wealth strategies. Incumbent communicates and reports information both internally and externally using analysis, planning and forecasting tools and develops essential business presentations for internal and external audiences. Ability to identify new business opportunities Primary focus of their roles will be on our larger clients and prospects, $10MM and up. This position also entails project work on the development / education of analytical tools.


BA/BS degree in Business/Finance or equivalent experience required. 3-5 plus year s progressive business experience in financial services or related industry. Proven organizational and follow-up ability. Strong analytical and communication skills. Seeking accreditations (preferred CFA/ CFP/EA/JD or related)

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-California-Los Angeles
Internal Jobcode: 28940
Job: Wealth Management
Organization: Advice Planning and Fiduciary-HR16024
Requisition Number: 1707389