Portfolio Analyst
Posted on: 15 Mar 2021
Boston, MA
Job Description
For more than two centuries, BNY Mellon Wealth Management has provided services to financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has $286 billion in total client assets, as of December 31, 2020, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which delivers leading wealth advice across investments, banking, custody and wealth and estate planning, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation.
BNY Mellon Wealth Management is seeking a Portfolio Analyst. Responsibilities include:
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* Provide support to the Senior Wealth Managers with responsibility for management of assigned client relationships; these include primarily individuals and families and may include personal trusts, agency, estate, charitable, pension and institutional accounts.
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* Assist in account opening and closure process and general account maintenance.
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* Record and analyze client/prospect activity utilizing CRM platform. (i.e., Salesforce)
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* Prepare presentations and performance reports in support of client meetings.
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* Ensure accounts are administered in accordance with the governing instrument and accepted fiduciary principles.
Qualifications
Qualifications:
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* Bachelor's degree preferred or equivalent work experience.
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* Knowledge of investments/securities preferred.
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* Strong attention to detail and multi-tasking skills highly preferred.
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* Excellent analytical and interpersonal skills.
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* Self-starter with excellent anticipation skills; problem solving, follow up, prioritization, and ability to maintain high standards despite pressing deadlines.
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* Proficiency in MS Word, Excel, and PowerPoint preferred.
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* Salesforce experience 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
