BNY Mellon Careers

Tax Managed Equity Portfolio Manager

Pittsburgh, Pennsylvania
Wealth Management


Job Description

The Portfolio Manager works together as a team with the Tax-Managed Equity Product Manager, Team Leader, Senior Portfolio Managers & Portfolio Analysts to manage the tax managed equity product. The incumbent implements portfolio construction strategy alternatives and rebalancing programs for specific tax-managed equity portfolios. Additionally, s/he is responsible for monitoring both overall product data and individual tax managed portfolios to ensure adherence to client guidelines and objectives. The incumbent will also work with Tax-Managed Portfolio Analysts to ensure that associated product/portfolio database information is updated in a timely fashion to support product management. S/He uses experience and capability in tax-managed process to provide sales support for new business opportunities. The incumbent will lead discussions explaining specific account strategies with PWM portfolio managers and will also be a spokesperson for the tax managed product. The objective is to ensure that the product, specific investment strategies and performance are well understood. Jointly with the Tax-Managed Equity Product Manager and Team Leader, s/he will work to improve processes for managing the tax managed product equity product.

Qualifications

Bachelor's degree or equivalent work experience and a minimum 4-6 years of experience in investment management industry required. MBA (or equivalent experience) or pursing CFA designation desired. 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. Knowledge of additional support systems desired, e.g., FactSet, SEI 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: bnymellon.com/careers.

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: 33001
Job: Wealth Management
Organization: WM Investments-HR13350
Requisition Number: 1713785