BNY Mellon Careers
Investment Officer I - FO/CGS - Client Portfolio Management
The Investment Officer I will manage assigned client relationships which could include personal trust, agency, estate, charitable, pension and institutional accounts with the primary objectives of structuring client investment portfolios to meet mutually agreed upon expectations for asset allocation, risk assumption, and investment performance while adhering to all appropriate controls, policies and procedures. The incumbent interfaces with medium size clients to formulate account objectives and administrative requirements and maintains a continuous program of oral and written communication, verifying client objectives and reports on our performance in meeting these objectives, in addition to identifying opportunities to expand the relationship. In addition, s/he must be able to execute PWM's investment and asset allocation process across all asset classes.
Bachelor's or advanced degree or equivalent experience and 3-5 years of experience in the investment/fiduciary management industry. CFA, CFP, CPA, CTFA, National Graduate Trust School preferred.
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: 08298
Job: Wealth Management
Organization: Planned Giving-HR16085
Requisition Number: 1909115