Senior Associate, Iwm Portfolio Analyst

BNY Mellon

Boston, MA, United States
Base: $58,000 - $125,000; bonus/equity: discretion...
On-site
Portfolio management assistance
Business profitability research
Strategy impact analysis
Assist Portfolio Managers in managing complex aspects of both domestic and international portfolios, including researching potential business profitability

Job Summary

  • Assist Portfolio Managers in managing complex aspects of both domestic and international portfolios, including researching potential business profitability.
  • Prepare trades and monitor clearing compliance notifications to ensure regulatory adherence.
  • BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.

Matching Summary

Assist Portfolio Managers in managing complex aspects of both domestic and international portfolios, including researching potential business profitability.

Salary

Base: $58,000 - $125,000; Bonus/Equity: Discretionary bonuses, short and long-term incentive packages; Benefits: Company-sponsored benefit programs

Skills & Requirements

Must-have

  • Portfolio management assistance
  • Business profitability research
  • Strategy impact analysis
  • Transaction suitability analysis
  • Regulatory compliance monitoring
  • Investment reporting and analytics

Nice-to-have

  • Cutting-edge AI and technologies
  • Transformative solutions
  • Bold ideas
  • Exceptional talent
  • Collaborative team environment

Key Requirements

  • Bachelor's degree or equivalent
  • MBA and/or CFA preferred
  • 3-5 years financial or investment experience
  • Strong analytical skills
  • Collaborative experience with teams

Work Rights

Not specified

Tailored Resume

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