Senior Specialist, Iwm Portfolio Analyst

BNY Mellon

Newport Beach, CA, United States
Base: $71,000 - $104,500; bonus/equity: discretion...
On-site
Portfolio management support
Investment strategy analysis
Trade preparation and monitoring
Assist Portfolio Managers in complex aspects of domestic and international portfolio management, including researching potential business profitability

Job Summary

  • Assist Portfolio Managers in complex aspects of domestic and international portfolio management, including researching potential business profitability.
  • Prepare trades, monitor and clear compliance notifications, and interpret performance attribution and error reports.
  • 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 complex aspects of domestic and international portfolio management, including researching potential business profitability.

Salary

Base: $71,000 - $104,500; Bonus/Equity: Discretionary bonuses, short and long-term incentives; Benefits: Company-sponsored benefit programs

Skills & Requirements

Must-have

  • Portfolio management support
  • Investment strategy analysis
  • Trade preparation and monitoring
  • Performance attribution reporting
  • Portfolio analytics generation

Nice-to-have

  • Cutting-edge AI and technologies
  • Transformative solutions
  • Inclusion and diversity champion
  • Bold ideas and advanced technology

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3-5 years financial/investment experience
  • Strong analytical and research skills
  • Experience with domestic and international portfolios

Work Rights

Not specified

Tailored Resume

Cover Letter