Senior Portfolio Analyst, Mellon Investments jobs in United States
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BNY · 1 month ago

Senior Portfolio Analyst, Mellon Investments

BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. They are seeking a Senior Portfolio Analyst to join the Mellon Indexing Portfolio Management team, where the role involves analyzing benchmark methodologies, preparing trades, and monitoring portfolio performance in global equity markets.

Financial Services

Responsibilities

Benchmark methodology analysis trade preparation, portfolio reporting, performance attribution, monitoring portfolio performance and exposures, corporate action analysis
Investing in global equity markets as well as utilize derivatives, such as futures, options, and currency forwards
Acting under supervision within established investment policy guidelines and handling complex benchmark methodologies and analyzes complex voluntary corporate actions
Utilizing portfolio management software, special department-wide projects, and interdepartmental client communications

Qualification

Investment experiencePortfolio management softwareEquity portfolio managementAnalytical skillsAdvanced ExcelAladdinSQLBloombergPythonCommunication skillsAttention to detailTeam playerProblem-solvingTime management

Required

Bachelor s degree or the equivalent combination of education and experience is required
3-5 years of investment experience preferred or over 2 years of investment experience preferred for MBAs or CFAs
An understanding of security and derivatives valuation, equity portfolio management concepts, ETFs and experience in trading equity securities is desired
Excellent analytical skills, high aptitude for quantitative reasoning and problem-solving preferred
Advanced skills in Excel
Strong verbal and written communication/presentation skills
Ability to work under pressure and in time-sensitive environments
Extreme attention to detail and high degree of organization
Strong team player with a positive attitude
Must be willing to work market hours

Preferred

Advanced/graduate degree preferred
Experience with Aladdin, Factset, Bloomberg, and other 3rd Party Portfolio Management systems preferred
Experience with SQL, UNIX, VBA, C++, PERL, Python or similar tools are a plus

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