BNY Mellon Careers
Senior Specialist, Portfolio Manager
Independently establishes portfolio strategy and direction for the organization's investment portfolios. Oversees analytical requirements and develops opportunities for improved portfolio performance. Oversees separately managed account managers and third party strategists. Counsels business partners and clients, recommending best approaches to achieve short- and long- term investment objectives. Researches and develops asset allocation models. Participates in the investment committee; reviews daily to ensure optimal performance of portfolio. Maintains portfolio composition by monitoring risk exposures. Reviews accounts to ensure the account is administered in accordance with the governing instrument and accepted fiduciary principles. No direct reports; provide guidance to less experienced staff as needed.
Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. CFA designation preferred. 7-10 years of total work experience preferred. Experience in investment management preferred.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-Pennsylvania-King of Prussia
Internal Jobcode: 09107
Job: Asset Management
Organization: Pershing Domestic-HR06431
Requisition Number: 1818944