Investment Oversight Analyst

Job Description

BNY Mellon Investment Management is one of the world's leading investment management organizations and one of the top U.S. wealth managers. Our business encompasses BNY Mellon's affiliated investment management firms, wealth management organization, and global distribution companies.  Our goal is to build and deliver investment and wealth management strategies and solutions to meet our clients’ needs.

 

BNY Mellon is seeking an Investment Oversight Analyst.  Responsibilities include:

 
  • Reporting to the Director of Investment Oversight and working in the BNY Mellon multi Investment Management Firm model and to a limited extent, non-BNY Mellon managers, the incumbent will monitor performance results for investments requiring engagement with personnel associated with those entities to obtain pertinent information, and follow up with them to investigate and understand the activities reflected by such information.

  • The incumbent will assist in maintaining the relationships with the affiliates including corresponding with these entities regarding investment objectives.

  • He/she will also assist in monitoring general economic, business and financial conditions and their impact or potential impact on the BNY Mellon Investment Funds. He/she will assist in the preparation and issuance of externally and internally required reports and will respond to requests from senior management or The Board of Directors.

Qualifications

  • Bachelor's degree required. MBA preferred.

  • 3 years’ experience required, 4-5 years’ experience preferred. CFA preferred.

  • Advanced Excel and FactSet skills strongly preferred


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


Primary Location: United States-New York-New York
Internal Jobcode: 33331
Job: Asset Management
Organization: IM Infrastructure-HR14826
Requisition Number: 1916548