Job DescriptionWe9re seeking a future team member for the role of Senior Specialist, Client Portfolio Manager to join the BNY Investments Distribution team. This role is located in Boston or New York City.
In this role, you9ll make an impact in the following ways:
- Synthesize insights from investment sources -including portfolio manager discussions, investment meetings, and data platforms- to develop and deliver unified, consistent fixed income product talking points, materials and portfolio narratives that support client conversations and drive the sales process within the intermediary channel.
- Act as the first point of contact for fixed income product-related questions-partnering closely with sales-often joining key meetings to clarify product positioning, performance drivers, and competitive differentiators.
- Provide comprehensive coverage across mutual funds, ETFs, and SMAs, ensuring accurate, timely insights on product.
- Conduct ongoing competitor and strategic landscape analysis and be proficient in positioning our funds against peer offerings-articulating relative strengths, trade-offs, and use cases across categories, share classes, and market conditions.
- Liaise with internal stakeholders (e.g., marketing, compliance, legal, product management) to align messaging and create external content.
- Partner with portfolio managers and client portfolio managers to develop a deep understanding of investment strategies, portfolio construction, and decision-making, while maintaining regular dialogue to gather updates (strategy changes, positioning, performance, flows, outlook) and distribute actionable summaries across the intermediary sales channel.
- Play a key role in planning and execution of new product or vehicle launches
- Develop thought leadership content, including white papers and platform publications, that communicates investment perspectives and market insights.
To be successful in this role, we9re seeking the following:
- Bachelor9s degree required; advanced degree preferred.
- 2-5 years of experience in investment or related analytical roles.
- Strong analytical and strategic thinking skills for building investment strategies.
- Excellent communication skills for explaining technical concepts clearly.
- Proficiency with financial analysis tools and investment management software.
Our Benefits and Rewards:
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 life9s 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 assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $74,000 and $140,000 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.
