Senior Specialist, Wealth Portfolio Management

About the role

We’re seeking a future team member for the role of Senior Specialist, IWM Portfolio Analyst to join our Wealth Management team. This role is located in New York, NY. At BNY, our culture speaks for itself – see the latest BNY news at BNY Newsroom & BNY LinkedIn. Recent awards include: America’s Most Innovative Companies (Fortune, 2025), World’s Most Admired Companies (Fortune 2025), and “Most Just Companies” (Just Capital and CNBC, 2025).

Responsibilities

• Assist Portfolio Managers in managing complex aspects of domestic and international portfolios, including researching potential business profitability.
• Calculate the impact of strategy changes on portfolios and analyze transaction suitability.
• Prepare trades and monitor clearing compliance notifications to ensure regulatory adherence.
• Provide investment reporting and analytics for assigned investment teams, supporting marketing and client service teams with data requests.
• Interpret performance attribution and track error reports to generate detailed portfolio analytics for business decision‑making.

Requirements

• Bachelor’s degree or equivalent combination of education and experience; MBA and/or CFA preferred.
• 3‑5 years of prior financial or investment experience.

Qualifications

• Strong analytical skills with the ability to conduct detailed portfolio analysis and prepare impactful reports.
• Experience working collaboratively with portfolio managers and cross‑functional teams.
• No direct people leadership responsibilities.

Benefits

• Highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and pay‑for‑performance philosophy.
• Access to flexible global resources and tools for your life’s journey.
• Focus on health, foster personal resilience, and reach financial goals as a valued team member.
• Generous paid leaves, including paid volunteer time, to support you and your family.
• Eligibility for a 401(k) plan.
• Company‑sponsored medical, dental, vision, and basic life insurance plans for employees and eligible dependents.
• Other benefits such as various paid time off (vacation, sick time) depending on the position.