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    The Bank of New York Mellon Corporation

    Financial Services

    Senior Specialist, IWM Portfolio Analyst

    Boston, United StatesOn-SiteFull-time5+ yrs experiencePosted 2w ago
    All The Bank of New York Mellon Corporation jobs

    Job description

    • Base Salary Min: 71000
    • Base Salary Max: 125000

    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 Boston, MA.

    In this role, you’ll make an impact in the following ways:

    • 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.

    To be successful in this role, we’re seeking the following:

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

    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 #LifeAtBNY is all about. Join us and be part of something extraordinary.

    Job details are sourced from the employer's original posting.

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    About the company

    The Bank of New York Mellon Corporation

    The Bank of New York Mellon Corporation is an American investment banking services company that is a financial services group formed in 2007 by the merger of the Bank of New York and Mellon Financial Corporation.

    View all The Bank of New York Mellon Corporation jobs
    Industry
    Financial Services
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