Vice President, IWM Portfolio Manager I

Portfolio Manager, Investment Wealth Management

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the worlds financial system we touch nearly 20% of the worlds investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.

Were seeking a future team member for the role of Portfolio Manager to join our Investment Management team. This role is located in Boston, MA [HYBRID]

In this role, youll make an impact in the following ways:

• Successfully manage assigned client relationships which could include personal trust, agency, estate, charitable, pension and institutional accounts with the primary objectives of structuring client investment portfolios to meet expectations for asset allocation, risk assumption, and investment performance
• Manage assets in various structures, including cash and/or index funds, assisting senior portfolio managers as needed.
• Independently implement investment strategies consistent with client financial goals, risk tolerance, investment policies, and applicable regulations
• Collaborate with research, strategy teams, portfolio teams, and serve as a liaison with internal departments, Senior Portfolio Managers, and global analysts.
• Evaluate investment performance and make timely portfolio adjustments to meet investment objectives and allocation guidelines.
• Meet with clients and new business prospects to communicate investment strategies, discuss performance, and review current market conditions.
• Monitor compliance with investment guidelines and objectives, providing attribution analysis for tracking error.
• Contribute to team and firm profitability by supporting client retention and expansion through superior investment performance and client service.
• In addition, s/he must be able to execute PWM's investment and asset allocation process across all asset classes.

To be successful in this role, were seeking the following:

• Bachelors or advanced degree or equivalent experience and 3-5 years of experience in the investment/fiduciary management industry. CFA, CFP, CPA, CTFA, National Graduate Trust School preferred.
• Sound general technical proficiency. Ability to quickly learn and adapt to new systems and frequent systems enhancements. Comprehensive Excel and PowerPoint skills are necessary.
• High-level interpersonal skills, with the ability to speak and present to groups publicly. Formal client presentation experience is preferred.
  Inherent curiosity and drive to understand the world financial markets, investments, and the forces that impact the global economy, both inside and outside of their employment.
• Excellent communication skills: able to communicate complex investment topics in a simple understandable format.

At BNY, our culture speaks for itself. Heres a few of our awards:
Americas Most Innovative Companies, Fortune, 2024
Worlds Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion, Disability: IN 100% score, 2023-2024
Most Just Companies, Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloombergs Gender Equality Index (GEI), 2023

Our Benefits and Rewards:
BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $87,600 and $162,200 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.

This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

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 lifes 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. Our ambition is to build the best global team one that is representative and inclusive of the diverse talent, clients and communities we work with and serve and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.