BNY Mellon Careers

Lead Thematic Research Analyst

Boston, Massachusetts
Asset Management

Job Description

Reports directly to the CIO of Active Equity. The Active equity team manages about 40 Billion in assets with approximately 7 B in thematic product.  The analyst will be involved in all aspects of our thematic investment platform   
The Thematic head will be expected to:

  • Work with the fundamental research team to identify where Innovation & Disruption equals a potential theme
  • Sit in on all sector meetings, Connecting the dots between the team
  • Assist in moving a theme from exploration, to R&D, to Pilot, to investment, this might include the formation of thematic working groups
  • Identify companies with exposure to themes and in some cases building financial models
  • Work with our Associate team to further research themes in the exploration phase
  • Lead engagements with external consultants and industry experts in collaboration with our investment analysts
  • Overseeing the process of selected thematic funds
  • Travel globally to attend industry conferences
  • 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 relevant experience in consulting and/or investment management
  • Research, financial modeling and valuation skills
  • 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
  • Highly effective communication and presentation skills – both verbal and written creativity
  • A demonstrated track record of success
  • Knowledge of quantitative approaches in investing











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