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Portfolio Analyst - TBCAM
The Boston Company Asset Management, LLC is a global investment management firm serving the needs of pension plans, endowments, intermediaries and mutual fund shareholders. Our goal is to earn clients’ confidence through the consistent delivery of alpha across a broad range of investment strategies.
The Portfolio Analyst is responsible for assisting with all aspects of the portfolio management process to ensure timely and accurate implementation of investment strategies across TBCAM clients’ portfolios. The incumbent will collaborate with TBCAM investment teams and all internal cross-functional teams where necessary. Primary responsibilities include:
- Rebalancing portfolios due to cash flows, guideline changes or general market movements
Managing and maintaining appropriate cash levels and equitizing wherever necessary
Monitoring dispersion across portfolios within similar strategies and coordinating actions needed with portfolio teams
Ensuring accounts are being managed consistently with client guidelines
Partnering with all internal and external teams in support of funding new accounts, transfers-in-kind, client transitions and general account set up
Tracking trading trends of TBCAM products
Building strong working relationships with TBCAM portfolio teams
Mitigate firm wide operational risk within daily processing environment
This position requires the incumbent to be able to work independently and contribute as part of a team, most importantly to provide support and backup for other members of the team when necessary. Strong analytical skills, strict attention to detail, excellent communication skills, and the ability to work under pressure and tight deadlines are necessary attributes for this position.
QualificationsTechnology expertise preferred. Progression towards the CFA designation or an MBA is a plus. Minimum Education BS/BA Minimum Experience 5-7 years of work experience in he investment management industry Preferred Education Progression towards CFA or MBA Preferred Experience portfolio analysis or investment operations/administration experience preferred
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: bnymellon.com/careers.
As one of the world's leading investment management organizations and one of the top U.S. wealth managers, BNY Mellon Investment Management combines agility, insight and scale to create and deliver strategies and solutions to address our clients' needs. Encompassing BNY Mellon's investment management firms, wealth management organization and global distribution teams, we draw on deep expertise to collaborate with clients and tailor our best ideas and resources to meet their specific needs. We pride ourselves on providing dedicated service through our network of global professionals who have a deep understanding of local requirements. With our extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management is dedicated to helping clients reach their goals.
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: 33604
Job: Asset Management
Organization: NA Investment Boutiques-HR13428
Requisition Number: 1711915