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

Vice President, Investment Strategist

positionPittsburgh, PA
timeFull-time
remoteOnsite
seniorityMid Level
money$68K/yr - $155K/yr
date2+ years exp

BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. The Vice President, Investment Strategist will develop and implement investment strategies for high-net-worth clients, collaborating with Wealth Advisors and communicating complex wealth plans to various stakeholders.

Financial Services

Responsibilities

Develop and implement investment strategies to meet client objectives by leveraging in-depth market research and analysis
Collaborate with Wealth Advisors to develop personal financial plans (including cash flow analysis, investment proposals, retirement planning analysis, etc.) for high-net-worth individuals and families
Communicate complex personal wealth plans, investment strategies, and market insights to clients, Wealth Advisors and other internal stakeholders to foster understanding and engagement
Monitor market trends and adjust strategies proactively to capitalize on emerging opportunities and mitigate risks

Qualification

Investment strategiesFinancial analysis toolsCFPCFA designationsAnalytical skillsStrategic thinkingCommunication skills

Required

Bachelor's degree or the equivalent combination of education and experience is required
Typically 2-5 years of experience
Strong analytical and strategic thinking skills to develop and execute effective investment strategies
Excellent communication skills to articulate complex concepts to diverse audiences
Proficiency in financial analysis tools and investment management software

Preferred

Advanced degree preferred
CFP or CFA designations preferred

Benefits

Flexible global resources and tools for your life’s journey
Generous paid leaves
Paid volunteer time

Company

BNY

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For more than 240 years BNY has partnered alongside clients, using its expertise and platforms to help them operate more efficiently and accelerate growth.
dateFounded in 1784
location
New York, NY, US
people-size10001+ employees
web-link
https://www.bny.com

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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Recent News

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Company data provided by crunchbase