Vice President, IWM Portfolio Management

We're seeking a future team member for the role of Vice President, IWM Portfolio Management to join our Investment and Wealth Management team. This role is located in Boston, MA.

• Develop and execute investment strategies to optimize portfolio performance by demonstrating expertise in market analysis and investment trends.
• Manage client portfolios, ensuring alignment with client objectives and risk tolerance, while maintaining adherence to BNY's principles of integrity and client centricity.
• Conduct thorough portfolio analysis and performance reviews to identify opportunities for improvement and ensure strategic alignment.
• Collaborate with cross-functional teams to integrate investment insights and strategies, enhancing the overall client experience.
• Stay abreast of market developments and innovations, ensuring the application of best practices in portfolio management.
• Communicate effectively with stakeholders to provide insights into portfolio performance and strategic initiatives.

• Bachelor’s degree in Finance, Economics, or related field preferred.
• Advanced degree or professional certification (e.g., CFA) is advantageous.
• Typically 3-10 years of experience, or over 2 years of investment experience, preferred for MBAs or CFAs.
• Strong analytical and strategic thinking skills.
• Excellent communication and stakeholder management abilities.
• Proficiency in market analysis and investment strategy development.