Vice President, Investment Strategist jobs in United States
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BNY · 5 months ago

Vice President, Investment Strategist

BNY is a leading global financial services company that influences a significant portion of the world’s investible assets. They are seeking a Vice President, Investment Strategist to join the Portfolio Group Strategy team, responsible for creating and delivering investment strategy content and portfolio analysis to clients, while collaborating with various teams to enhance investment communications.

Financial Services

Responsibilities

Creation and delivery of investment strategy content and delivery portfolio construction analysis to clients. This includes building and delivering presentations on current industry topics, distribution of model portfolios, and offering in depth and actionable portfolio analysis to clients
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

Qualification

CFA candidateCapital markets understandingAsset management productsCopywriting skillsInterpersonal skillsProject prioritizationSelf-starter

Required

Degree required or equivalent
Demonstrable year's experience
Understanding of the capital markets 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

Preferred

CFA candidate preferred

Benefits

Highly competitive compensation
Benefits
Wellbeing programs
Flexible global resources and tools
Generous paid leaves
Paid volunteer time

Company

For more than 240 years BNY has partnered alongside clients, using its expertise and platforms to help them operate more efficiently and accelerate growth.

Funding

Current Stage
Late Stage

Leadership Team

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Brian A. Ruane
CEO Government Securities Services & Global Client Management
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Chris Kearns
CEO, Depositary Receipts
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Company data provided by crunchbase