BNY · 4 months ago
Associate, Portfolio Analyst
BNY Mellon Center, Boston, MA, 02108, US
Full-time
Onsite
Entry Level
3+ years expBNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. They are seeking an Associate Portfolio Analyst to join their Portfolio Implementation team, responsible for implementing trades, managing cash flows, and ensuring compliance with investment strategies.
Financial Services
Responsibilities
Implement trades and portfolio changes, overseeing the end-to-end investment process including on-boarding and off-boarding
Manage cash flows and rebalance portfolios in a timely and effective manner including monitoring asset allocations and FX hedges across funds
Monitor portfolio holdings to ensure consistent application of investment strategy and compliance with guidelines
Act as a liaison between the investment team and other internal business partners, including trading, compliance, fund administration, client services, and operations
Act as a subject matter expert on investment systems. Work to identify system enhancements / issues, assist with portfolio management projects, and support reporting requirements
Qualification
Required
Bachelor's degree in Finance, Business, or related field
3-5 years of experience in the financial industry, preferably with portfolio implementation or investment operations
Knowledge of a wide range of investment strategies and asset classes
Experience with Blackrock Aladdin (or the ability to quickly learn) and/or other investment platforms
Proficient in MS Office applications, especially Microsoft Excel
Attention to detail, accuracy and timeliness
Excellent analytical and interpersonal skills and ability to coordinate between various groups within a global organization
Benefits
Highly competitive compensation
Benefits
Wellbeing programs
Flexible global resources and tools
Generous paid leaves
Paid volunteer time
Company
BNY
For more than 240 years BNY has partnered alongside clients, using its expertise and platforms to help them operate more efficiently and accelerate growth.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Brian A. Ruane
CEO Government Securities Services & Global Client Management
Chris Kearns
CEO, Depositary Receipts
Recent News
PR Newswire
2024-11-01
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