With guidance, researches and participates in the strategy development for products within the organization's investment portfolios. Performs analysis and identifies opportunities for improved portfolio performance. Provides information to business partners and clients, communicating best approaches to achieve short- and long- term investment objectives. Participates in the development of asset allocation models. 3 Creates reporting and data management requirements for the investment committee. 2 Monitors compliance with investment guidelines; monitors cash and currencies exposure levels, as needed Participates in the review of accounts to ensure the account is administered in accordance with the governing instrument and accepted fiduciary principles Research and analyze the investment strategies and industry trends. No direct reports.
Bachelor's degree or the equivalent combination of ecudation and experience is required. Advanced/graduate degree preferred. CFA license prefered. 3-5 years of total work experience preferred. Experience in investment management preferred. BNY Mellon is an Equal Employment Opportunity Employer. Primary Location:
Asset Management Internal Jobcode:
IM APAC-HR11404 Requisition Number: