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BNY · 3 weeks ago

Senior Associate, IWM Portfolio Analyst - Specialty Assets

1735 Market Street, Philadelphia, PA, 19103, US

Full-time

Onsite

Mid, Senior Level

3+ years exp

BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. They are seeking a Senior Associate, IWM Portfolio Analyst - Specialty Assets to administer a diverse portfolio of specialty assets, ensure compliance with regulations, and collaborate with clients and stakeholders to drive growth and performance.

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/investment experienceSpecialty assets managementOCC regulations knowledgeAnalytical skillsCross-functional collaborationRisk awarenessClear communicationOrganizational 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

No direct people leadership responsibilities

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