Portfolio Analyst

Job Description

The Portfolio Analyst will provide support to the Associate Wealth Manager team to assist in the managing of client relationships. Responsibilities: Assisting in the preparation of customized portfolio strategy recommendations for clients, including Investment Policy Statement design, portfolio/manager structure and the selection of investment managers. The candidate will be expected to participate in special projects related to:  investment manager research, business development and client relationship management.  

 

The incumbent provides support to Senior Portfolio Officers with responsibility for management of assigned client relationships. These may include personal trusts, agency, estate, charitable, pension and institutional accounts which are most sensitive and will be characterized by a large revocable (or terminable) component. The incumbent will review accounts to ensure the account is administered in accordance with the governing instrument and accepted fiduciary principles.

Qualifications

Bachelor's degree preferred or equivalent work experience. Knowledge of investments/securities preferred. CFA a plus.


BNY Mellon is an Equal Employment Opportunity Employer.

Primary Location: Canada-Ontario-Toronto
Job: Wealth Management
Internal Jobcode: 02292
Organization: Family Office-HR15014
Requisition Number: 1915861