Vice President, Investment Strategist jobs in United States
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BNY · 1 month ago

Vice President, Investment Strategist

BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. The Vice President, Investment Strategist will create and deliver investment strategy content, conduct portfolio construction analysis, and collaborate with various teams to produce compelling investment communications for clients in the US.

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 candidateAsset management experienceCapital markets understandingCopywriting skillsInterpersonal skills

Required

Degree required or equivalent
3-5 year's experience in asset management
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
Discretionary bonuses
Short and long-term incentive packages
Company-sponsored benefit programs

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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