Job Description

The Portfolio Strategy Group team partners with the Distribution team, Product Management, Channel Marketing, and our Investment Boutiques to create and ensure the delivery of accurate, consistent, compelling, and relevant investment strategy communications, concepts and content to intermediary wealth management clients in North America. Coverage and responsibilities range across asset classes (Equity, Fixed Income, Multi-Asset, and Alternatives), investment vehicles (mutual funds, SMA, bank collective trusts, separate accounts, private/illiquid), and macro and micro market and investing thematics.

Primary Responsibilities:

• Creation and delivery of investment strategy content and delivery portfolio construction analysis to external client. This includes building and delivering presentations on current industry topics, distribution of model portfolios, and offering in depth and actionable portfolio analysis to clients.
• Build strong partnerships across the organization to create and manage print and digital marketing communications. Research, write, edit, and publish materials for the sales team, tying all investment messaging to investment insights that address client needs.
• Working with partners in Marketing and Compliance to produce relevant, differentiated content that better positions our investment capabilities with our clients. Solicit and incorporate feedback from a large group of stakeholders across the firm to refine product stories and support accessibility of sales materials.

Job Requirements:

• Bachelor s degree required
• CFA preferred
• 7+ years experience
• Understanding of the capital markets, wealth management, and asset management products across fixed income, equity, hedge funds, private equity, and/or real assets.
• Must be a self-starter with demonstrated ability to effectively prioritize multiple projects and have the willingness to take on additional responsibility.
• Outstanding copywriting and editorial skills; must be able to take complex concepts and synthesize concisely.
• Excellent interpersonal skills, including a strong ability to develop relationships and influence outcomes in large, globally complex matrix organizations.

Qualifications

• May require successful completion of FINRA Series 7. Minimum Education BA Minimum Experience 10+ years Minimum Language Skills English.

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.

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee's eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an "at will" position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.