Senior Investigative Research Analyst

Job Description

Mellon is a global multi-specialist manager dedicated to serving our clients globally with a full spectrum of single and multi-asset investment strategies and solutions. With roots dating back to 1933, Mellon has been innovating across asset classes for generations and has the combined scale and capabilities to offer clients a broad range of solutions. From asset class expertise to broad market exposures, clients drive what we do. We are holistic in approach, client driven and committed to investment excellence. We aim to be a key partner for our clients by delivering customized investment outcomes and best-in-class service.

Mellon is seeking a Senior Investigative Research Analyst, with the following responsibilities: 

  • Responsible for performing detailed investigative research as part of the investment process.

  • Responsibilities may include performing channel checks with industry contacts, analyzing industry trends, sizing product markets, and strategic analyses of various companies to help determine their competitive positions.

  • Conduct, plan, gather, and organize research from primary and secondary sources on businesses, markets, and investments.

  • The Analyst will interpret, manage, and analyze research data in order to translate results into solutions for Sr. Research Analysts to issue buy/sell recommendations. 

  • The focus will be on macro environment and industry conditions, company business strategy and management, historical financial trends, future expectations, volatility, among other factors.  

  • Analyses may focus on individual securities, classes of securities, or the development of quantitative decision-making models.

  • Develop thesis document construction, investment memo writing, financial modeling, updating research management systems, and preparing materials for internal meetings, as needed.

  • Interview with management, suppliers, competitors and customers from companies being researched

  • Contributes to research leveraged to produce strong investment management performance and drive Alpha.




  • Bachelor’s degree or the equivalent combination of education and experience is required.

  • 5- 8 years of investment research experience preferred; 10 years or more of total work experience preferred.

  • Strong financial acumen and financial modeling skills. 

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

Primary Location: United States-Massachusetts-Boston
Internal Jobcode: 80028
Job: Asset Management
Organization: Mellon With TOH ADJ-HR13428
Requisition Number: 1906340