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BNY · 9 hours ago

Senior Associate, IWM Portfolio Analyst - Specialty Assets

Philadelphia, PA

Full-time

Onsite

Mid, Senior Level

3+ years exp

BNY is a leading global financial services company at the heart of the global financial system, influencing nearly 20% of the world’s investible assets. They are seeking a Senior Associate, IWM Portfolio Analyst - Specialty Assets to manage a diverse portfolio of specialty assets, ensuring compliance and implementing asset strategies while collaborating with clients and stakeholders to drive growth and retention.

Financial Services

Responsibilities

Administer a diverse, nationwide portfolio of specialty assets held in fiduciary accounts, including commercial and residential real estate, mineral interests, tangible assets, and mortgage-related assets. The role applies disciplined, asset-specific management strategies within regulatory and policy frameworks, collaborates across internal and external stakeholders, and delivers client-centered outcomes that drive growth, retention, and risk‑aware performance

Ensure full compliance with Office of the Comptroller of the Currency (OCC) regulations and BNY policy guidelines, lead end-to-end oversight of specialty assets, complete Regulation 9 reviews, annual inspections, monitor valuation, performance tracking, documentation, and execution of asset strategies

Implement asset strategies consistent with investment policies, fiduciary standards, and client objectives. Monitor market trends and regulatory changes; adjust tactics to optimize performance within risk and compliance frameworks

Manage and evaluate capital projects, hold/sell decisions, and monetize opportunities to support client goals. Monitor asset-level dynamics, cash flows, and market conditions

Collaborate with clients, trust counsel, third-party affiliates, and internal partners, Wealth Managers, Investment Managers, Legal, and Risk & Compliance, to deliver coordinated, high-quality outcomes

Meet with high-net-worth clients to understand their asset strategies and real estate investment objectives, risk tolerance, and long-term goals. Discuss current market conditions; implement investment strategies for complex assets aligned with client goals, risk tolerance, policies, and applicable regulations

Client & Stakeholder Engagement: Present clear, actionable recommendations; translate complex asset considerations into client-friendly insights; coordinate with internal and external stakeholders to resolve issues and advance objectives

Growth & Retention: Strengthen relationships, increase share of wallet, and support new business development by delivering trusted advice and responsive service

Qualification

Financial analysisPortfolio managementOCC regulationsSpecialty assets managementAnalytical skillsRisk awarenessClient engagementCross-functional collaborationCommunication skillsOrganizational skills

Required

Bachelor's degree or the equivalent combination of education and experience is required

3-5 years prior financial/investment experience

Strong analytical and research skills related to portfolio management

Experience working with domestic and international investment portfolios

Experience managing specialty assets within fiduciary, trust, or wealth management environments; knowledge of real estate, mineral interests, tangible assets, and mortgage-related assets

Strong understanding of OCC regulations, fiduciary standards, and internal policy frameworks

Excellent analytical, cross-functional collaboration, clear written and verbal communication, organizational skills; ability to manage complex, multi-party engagements

Risk awareness and regulatory adherence