BNY Mellon Careers

Equity Analyst IV

New York, New York
Wealth Management

Job Description

The incumbent will have the knowledge and experience to 
  • understand and articulate the key economic drivers of the companies under coverage - primary coverage of energy and utilities that could lead to coverage of additional sectors
  • consistently and effectively model and estimate the sustainable economics of the companies
  • intimately understand our proprietary stock ranking models and how to use them and how to improve them
  • creatively develop a feel for the trading and other patterns of stocks and industries under coverage
  • readily provide clear and concise stock recommendations that add value
  • improve ability to develop follow through, that is, with appropriate persistence, help recommendations get into portfolios where possible
  • learn to improve our team by example; accept that the portfolio is ours and can only improve with combined effort
  • help build confidence in our efforts by communicating with our internal and, possibly, external clients
  • willingness to meet with clients to discuss individual holdings and/or sector
  • consider volunteering as assistant with one or more of our portfolios
  • volunteer for special projects and
  • mentor less experienced colleagues, help them appreciate the value of investing with a process.


·        Advanced degree (or equivalent work experience) required, preferably an MBA with case study emphasis. 

·       CFA or progress towards CFA desirable. 

·       Five to eight years professional investment experience required or consistent positive performance working as Equity Analyst. 

·       Experience working as part of a team desirable. 

·       Willingness to seek direction and accept constructive criticism necessary. 

·       Solid, demonstrable verbal and written communication skills required. 

·       Familiarity with Windows based PC applications (specifically Excel) required and experience with Excel macros FactSet and BARRA a plus. 

·       Must demonstrate BNY Mellon's Shared Values (integrity, teamwork and excellence) and BNY Mellon's Core Competencies (adaptability, communication, customer orientation, interpersonal skills and personal accountability/ownership).


BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-New York-New York
Internal Jobcode: 07081
Job: Wealth Management
Organization: WM Investments-HR13350
Requisition Number: 1817085