Senior Portfolio Analyst
The Company:
BNY Mellon (www.bnymellon.com) is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets.
As of June 30, 2016, BNY Mellon had $29.5 trillion in assets under custody and/or administration, and $1.7 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.
The Division:
BNY Mellon Wealth Management is a leading wealth manager, and was named in 2016 by Family Wealth Report as the top U.S. Private Bank. Barron's ranked it the 7th largest U.S. wealth manager in 2015. The firm has more than two centuries of experience in providing services to clients who today include financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has $196.9 billion in total private client assets, as of June, 30, 2016, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which provides investment management, custody, wealth and estate planning and private banking services, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. For more information go to bnymellonwealthmanagement.com or follow us on Twitter @BNYMellonWealth.
The Role:
The Senior Portfolio Analyst provides Wealth Managers with a high level of support covering all aspects of their client relationships, including day-to-day administration and management of client portfolios. Senior Portfolio Analysts work closely with our internal partners in Fiduciary, Private Banking, business development, middle office and operations to meet our clients' wealth management needs. Daily responsibilities include, but are not limited to, preparing client presentation materials, monitoring cash balances, facilitating money transfers and opening new accounts. Senior Portfolio Analysts interact directly with our clients to address questions and resolve any outstanding issues. Additionally, Senior Portfolio Analysts assist Wealth Managers with developing investment strategies, policy statements and implementing portfolios for clients. The Senior Portfolio Analyst must possess the ability to work independently and efficiently and apply a working knowledge of company policies and procedures at all times.
Qualifications
Basic
Qualifications:
An undergraduate degree or equivalent work experience with 1 - 3 years of investment industry experience.
Preferred
Qualifications:
An undergraduate degree and 3
years of work experience
Strong analytical and problem solving skills
Experience working in a highly detail oriented environment
Strong proficiency with Microsoft Office
Proven verbal and written communication skills
Knowledge of investments/securities and a basic understanding of the financial markets
CTFA
LI-MF1
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
As one of the nation's leading wealth managers, BNY Mellon Wealth Management is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs. By providing integrated products, services and solutions, we help them capitalize on opportunity while managing risk. Backed by more than two centuries of experience, we understand our clients' needs and deliver customized strategies to help them reach their goals.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-New York-Garden City
Internal Jobcode: 07030
Job: Wealth Management
Organization: WM US Markets-HR14164
Requisition Number: 1701038
. Apply now!Estimated Salary: $20 to $28 per hour based on qualifications.
BNY Mellon (www.bnymellon.com) is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets.
As of June 30, 2016, BNY Mellon had $29.5 trillion in assets under custody and/or administration, and $1.7 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.
The Division:
BNY Mellon Wealth Management is a leading wealth manager, and was named in 2016 by Family Wealth Report as the top U.S. Private Bank. Barron's ranked it the 7th largest U.S. wealth manager in 2015. The firm has more than two centuries of experience in providing services to clients who today include financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has $196.9 billion in total private client assets, as of June, 30, 2016, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which provides investment management, custody, wealth and estate planning and private banking services, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. For more information go to bnymellonwealthmanagement.com or follow us on Twitter @BNYMellonWealth.
The Role:
The Senior Portfolio Analyst provides Wealth Managers with a high level of support covering all aspects of their client relationships, including day-to-day administration and management of client portfolios. Senior Portfolio Analysts work closely with our internal partners in Fiduciary, Private Banking, business development, middle office and operations to meet our clients' wealth management needs. Daily responsibilities include, but are not limited to, preparing client presentation materials, monitoring cash balances, facilitating money transfers and opening new accounts. Senior Portfolio Analysts interact directly with our clients to address questions and resolve any outstanding issues. Additionally, Senior Portfolio Analysts assist Wealth Managers with developing investment strategies, policy statements and implementing portfolios for clients. The Senior Portfolio Analyst must possess the ability to work independently and efficiently and apply a working knowledge of company policies and procedures at all times.
Qualifications
Basic
Qualifications:
An undergraduate degree or equivalent work experience with 1 - 3 years of investment industry experience.
Preferred
Qualifications:
An undergraduate degree and 3
years of work experience
Strong analytical and problem solving skills
Experience working in a highly detail oriented environment
Strong proficiency with Microsoft Office
Proven verbal and written communication skills
Knowledge of investments/securities and a basic understanding of the financial markets
CTFA
LI-MF1
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
As one of the nation's leading wealth managers, BNY Mellon Wealth Management is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs. By providing integrated products, services and solutions, we help them capitalize on opportunity while managing risk. Backed by more than two centuries of experience, we understand our clients' needs and deliver customized strategies to help them reach their goals.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-New York-Garden City
Internal Jobcode: 07030
Job: Wealth Management
Organization: WM US Markets-HR14164
Requisition Number: 1701038
. Apply now!Estimated Salary: $20 to $28 per hour based on qualifications.
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