Vice President, IWM Portfolio Management

About the role

We’re seeking a future team member for the role of Vice President, IWM Portfolio Management to join our Investment and Wealth Management team. This role is located in Boston, MA.

Responsibilities

• Develop and execute investment strategies to optimize portfolio performance by demonstrating expertise in market analysis and investment trends.
• Manage client portfolios, ensuring alignment with client objectives and risk tolerance, while maintaining adherence to BNY's principles of integrity and client centricity.
• Conduct thorough portfolio analysis and performance reviews to identify opportunities for improvement and ensure strategic alignment.
• Collaborate with cross-functional teams to integrate investment insights and strategies, enhancing the overall client experience.
• Stay abreast of market developments and innovations, ensuring the application of best practices in portfolio management.
• Communicate effectively with stakeholders to provide insights into portfolio performance and strategic initiatives.

Requirements

• Bachelor’s degree in Finance, Economics, or related field preferred.
• Advanced degree or professional certification (e.g., CFA) is advantageous.
• Typically 3-10 years of experience, or over 2 years of investment experience, preferred for MBAs or CFAs.
• Strong analytical and strategic thinking skills.
• Excellent communication and stakeholder management abilities.
• Proficiency in market analysis and investment strategy development.

Qualifications

• Experience in portfolio management.
• Knowledge of investment trends and market analysis.
• Ability to manage client portfolios and align with client objectives.
• Strong analytical and strategic thinking skills.
• Effective communication and stakeholder management abilities.
• Proficiency in market analysis and investment strategy development.

Skills

• Market analysis and investment strategy development.
• Portfolio management and optimization.
• Client relationship management.
• Strategic thinking and problem-solving.
• Communication and stakeholder management.

Benefits

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.

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. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

Schedule

If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.