Jobs · Finance · Massachusetts

Director, Portfolio Manager

BNY · Boston, MA · 2 wk ago
FinanceFull-time

About the role

The role of Director, Portfolio Manager is available at BNY Investments in Boston, MA. This position is responsible for portfolio management of US thematic Tech and US Equity Growth franchises, contributing to the development of the US growth equity franchise, and supporting the platform in terms of portfolio management.

Responsibilities

  • Portfolio Management responsibilities for US thematic Tech and US Equity Growth franchise.
  • Contribute across the platform on ideas and challenge across US growth stocks and US equities in general.
  • Develop the US growth equity franchise in terms of philosophy, process, and performance.
  • Actively participate supporting distribution to grow flows and develop the franchise in the funds managed.
  • Manage a significant amount of assets independently within investment policy guidelines.
  • Meet with clients and new business prospects to communicate investment strategy, discuss market performance and current market conditions.
  • Evaluate the performance of investments and make timely changes to a portfolio to meet investment objectives or allocation guidelines.
  • Make business decisions based on key stakeholder input, data, and information that helps the business track key performance indicators.
  • Make informed decisions on changes that impact the portfolio.
  • Critically influence the retention of the fund/strategy, act as a spokesperson for funds.
  • Participate in Investment committee responsibilities and commit to sharing and developing policies and strategies to improve the business performance.
  • Independently manage a significant amount of assets, including flagship funds.
  • Contribute to team/firm profitability by assuring retention and expansion of existing client relationships by contributing to superior investment performance and client services.

Requirements

  • Bachelor's degree or the equivalent combination of education and experience is required.
  • Advanced/graduate degree preferred.
  • 10-15 years of total work experience preferred and over 10 years of investment experience preferred for MBAs or CFAs.

Qualifications

  • Proven experience in portfolio management and investment strategy.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Experience in managing a significant amount of assets.
  • Knowledge of US equity markets and thematic investing.

Skills

  • Strong understanding of US equity markets and thematic investing.
  • Ability to manage a significant amount of assets independently.
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving skills.
  • Ability to work independently and as part of a team.

Benefits

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

Pay

The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience.

Schedule

The schedule for this role is typically full-time, with standard business hours.

Contact

To apply for this position, please visit the Job Info section at the bottom of the posting. For more information about BNY Investments, please visit: BNY Investments.

Equal Employment Opportunity/Affirmative Action Employer

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

About Us

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what is all about. Join us and be part of something extraordinary.

About the Team

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn. Here’s a Few Of Our Recent Awards: America’s Most Innovative Companies, Fortune, 2025 World’s Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits And Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

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