Job DescriptionWe'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 Tampa, FL.
In this role, you'll make an impact in the following ways:
- Assist Portfolio Managers with more complex aspects of managing domestic and international portfolios.
- Calculate the impact of strategy changes on portfolios and assess the suitability of proposed transactions.
- Prepare trades, monitor clearing compliance notifications, and support investment reporting and analytics for assigned investment teams.
- Interpret performance attribution and tracking error reports, generate portfolio analytics, and support marketing and client service teams with data requests.
- Conduct detailed portfolio analysis and prepare reports that support informed business decisions.
- May conduct research related to potential business profitability.
To be successful in this role, we're seeking the following:
- Bachelor's degree or the equivalent combination of education and experience is required.
- MBA and/or CFA preferred.
- 3-5 years of prior financial/investment experience.
- Strong analytical skills with the ability to interpret investment data and portfolio reporting.
- Ability to work closely with Portfolio Managers and support internal teams with accurate, timely information.
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 life's 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.
