Portfolio Analyst Portfolio Analyst …

The Bank of New York Mellon
in San Francisco, CA, United States
Permanent, Full time
Be the first to apply
Competitive
The Bank of New York Mellon
in San Francisco, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Portfolio Analyst
Portfolio Analyst

The incumbent provides support to Senior Portfolio Officers with responsibility for management of assigned client relationships. These may include personal trusts, agency, estate, charitable, pension and institutional accounts which are most sensitive and will be characterized by a large revocable (or terminable) component. The incumbent will review accounts to ensure the account is administered in accordance with the governing instrument and accepted fiduciary principles.

Bachelor's degree preferred or equivalent work experience. Knowledge of investments/securities preferred. CTFA a plus.
Primary Location: United States-USA-CA-San Francisco
Work Locations:
Job: Wealth Management
Organization: BNY MELLON
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