Sr. Portfolio Analyst
Posted on: 4 Feb 2021
Philadelphia, PA
Job Description
The Senior Portfolio Analyst will assist the Wealth Managers with managing all aspects of our client relationships. Associates work with our internal partners in Private Banking, Service Delivery, Trading and Marketing to meet our clients wealth management needs. Daily responsibilities include, but are not limited to, preparing client presentation materials, monitoring cash balances, facilitating transfers, gifts and opening new accounts. Associates will interact directly with our clients to address questions and resolve any outstanding issues. Additionally, Senior Portfolio Analysts assist Wealth Managers in developing investment strategies, policy statements and managing client portfolios, as well as assisting Wealth Managers adhere to BNY Mellon risk and compliance standards.
Qualifications
The qualified candidate will have an undergraduate degree or equivalent work experience with 1 - 3 years of investment industry experience preferred. Strong analytical and problem solving skills, experience working in a highly detail oriented environment, strong proficiency with Microsoft Office, proven verbal and written communication skills are also preferred.
BNY Mellon
New York, New York
The Bank of New York Mellon Corporation provides a range of financial products and services to institutions, corporations, and high net worth individuals in the United States and internationally. The company operates through two segments, Investment Management and Investment Services. It offers investment management, custody, foreign exchange, fund broker-dealer, collateral and liquidity, clearing, corporate trust, global payment, trade finance, and cash management services, as well as securities finance and depositary receipts. The company also provides mutual funds, separate accounts, and wealth management and private banking services; and trust and registered investment advisory services. In addition, it engages in leasing, corporate treasury, derivative and other trading, corporate and bank-owned life insurance, renewable energy investment, and business exit activities. The Bank of New York Mellon Corporation was founded in 1784 and is headquartered in New York, New York.
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IndustryBanking/Financial Services
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No. of Employees49,800
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Website
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Jobs Posted1742
