Thematic Investment Research Head

Job Description

Mellon is a global multi-specialist investment firm dedicated to serving clients with a full spectrum of research-driven solutions. With roots dating back to the 1880s, Mellon has been innovating across asset classes for generations and has the combined scale and capabilities to offer clients a broad range of single and multi-asset strategies


The Thematic Investment Head will report directly to the CIO of Equity. The Active Equity team manages about 40 Billion in assets with approximately 7 Billion in thematic product and a strong asset growth path. The incumbent will be involved in all aspects of our thematic investment platform.  The ideal candidate will have strong investment acumen, outstanding communication skills and proven ability to build a business.   
The Thematic Head will be expected to:

  • Collaborate with other investors in the organization to identify where Innovation & Disruption equals a potential theme
  • Lead the process of moving a theme from exploration, to R&D, to pilot, to investment, this might include the formation of thematic working groups
  • Participate in all sector team meetings, connecting the dots between investment teams
  • Identify companies with exposure to themes, assist in maintaining investment universes and in some cases building financial models
  • Lead engagements with external consultants and industry experts in collaboration with our investment analysts
  • Oversee the process of selected thematic funds
  • Travel globally to attend industry conferences and client meetings
  • Collaborate on white papers, take leadership for driving content
  • Creative cutting edge marketing materials for themes
  • Make presentations on investment recommendations and themes to internal and external parties


  • A minimum of 10 years of investment experience
  • Research, financial modeling and valuation skills
  • Knowledge of quantitative investment approaches
  • Highly effective communication and presentation skills – both verbal and written creativity
  • Openness to new challenges, ideas, approaches and environments
  • Strong interpersonal skills, with a track record of working effectively with others, both internal and external to the organization
  • Strategic thinker











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: 80030
Job: Asset Management
Organization: Mellon With TOH ADJ-HR13428
Requisition Number: 1909797