BNY Mellon Careers

Newton Portfolio Manager Support

London, United Kingdom
Asset Management

Job Description

Newton Investment Management Limited is an active investment management firm, using thematic ideas about the long-term investment landscape to create and manage strategies that help secure clients’ futures. Newton thinks on a global basis, with its single London-based investment team working collaboratively across asset classes and regions. The firm builds bold solutions, designed to meet the real-world challenges clients face, and the team manage them responsibly in the broadest sense – through embedding environmental, social and governance considerations, and engaging on issues that affect their clients. Those clients are based around the world, and include pension funds, corporations and charities and, via Newton’s parent company BNY Mellon, individuals.


With offices in London and New York, Newton has £54bn (as at 31 December 2017) under management, including assets managed by Newton Investment Management Limited as dual officers of Newton Investment Management (North America) Limited and The Bank of New York Mellon. News and other information about Newton is available at and via Twitter: @NewtonIM


Newton employees are bright, inquisitive, thoughtful and collaborative. They are highly motivated to deliver performance and service to clients.  Newton prides itself on being an employer of choice, with a flexible working environment and a commitment to diversity and opportunity among its employees. 


Newton is a professional, friendly and collegiate place to work. The firm looks to attract individuals who are keen to work as part of a team, in a meritocratic environment, and who are driven to help make the organisation a great place to work. 


Job Purpose:


To assist with the administration, monitoring and report generation for client portfolios and to support the portfolio managers


Key Responsibilities:


  • Provide accurate and timely data to the Portfolio Managers and other areas of the business as appropriate

  • Continually monitor portfolio characteristics and escalate to Portfolio Manager if necessary

  • Monitor the cash positions and outstanding deals pertaining to the portfolios using internal systems and interaction with the Dealing and Investment Process Support Team where appropriate

  • Monitor and highlight client mandate restrictions to Portfolio Managers

  • Ensure breaches of client or house rules are avoided through the use of systems and interaction with the Investment Process Team, Investment Management Systems team and the Investment Risk Team

  • Provide accurate and timely data for client presentation packs and new business opportunities working closely with Portfolio Managers, client services and business development

  • Write and compile commentary and related reporting requirements for client reports under the supervision of the Portfolio Manager

  • Develop the bespoke reports requested by clients through liaison with Client Services and other relevant departments

  • Interface between Portfolio Managers and Client Services (both institutional and retail) regarding the status and direction of the clients’ portfolios, client take on, terminations and transitions.

  • To read appropriate policy and procedures documentation on an annual basis and attest the same to line manager at annual performance assessment


Key Skills/Qualifications:


  • Strong verbal and written communication skills with the ability to maintain strong relations and communication links with all areas of the business.
  • A team player. Co-operative and accommodating whilst maintaining a positive attitude with an open mind to take on a wide variety of roles. Must enjoy being helpful.
  • Well-organised
  • High attention to detail
  • Technical Skills, Knowledge, Systems Knowledge (and associated skill level)
  •  Strong IT skills
  • Willingness to learn about and master new IT systems
  • Academic/Professional Qualifications (or equivalent qualifiers)
  • A Levels in Mathematics/Science preferred
  • Graduate education 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:

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 Employer.

Primary Location: United Kingdom-Greater London-London
Job: Asset Management
Internal Jobcode: 51600
Organization: Newton-HR06148
Requisition Number: 1807198