Overview
"The Senior Portfolio Analyst is responsible for assisting PM's in more complex aspects of the management of portfolios, both domestic and international. The Senior Portfolio Anayst will work closely with the Portfolio Managers to calculate the effect of any strategy changes on the portfolio and analyze the suitability of the transaction. He/she may conduct research. The Senior Portfolio Analyst will prepare trades and monitor clearing compliance notifications. He/She will be in charge of investment reporting and analytics for their assigned investment teams and will support the marketing and client service teams with data requests. Responsibilities may also include interpreting performance attribution, tracking error reports and generating other portfolio analytics.Prepare trades, and monitor and clear compliance notifications.Assist PM's in more complex aspects of the management of portfolios, both domestic and international, along with researching of potential business profitability.Calculate the effect of any strategy changes on the portfolio and analyze the suitability of the transaction.Report and analyze investments for assigned investment teams, and support the marketing and client service teams with data requests.Interpret performance attribution, and track error reports in order to generate other portfolio analytics.No direct reports.Conduct detailed portfolio analysis and prepare reports to be utilized for impactful business decisions.MODIFIED BASED UPON LOCAL REGULATIONS/REQUIREMENTSBachelor's degree or the equivalent combination of education and experience is required. MBA and/or CFA preferred. 3-5 years prior financial/investment experience.". BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
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Employer Description:
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.