Investment Strategist Investment Strategist …

BNY Mellon Investment Management
in Boston, MA, United States
Permanent, Full time
Last application, 17 Feb 20
BNY Mellon Investment Management
in Boston, MA, United States
Permanent, Full time
Last application, 17 Feb 20
Investment Strategist
Mellon's equity team manages approximately $40bn in AUM as of December 31, 2019, with a client base that includes retail mutual funds, pension schemes, foundations, endowments, sovereign wealth funds, as well as RIAs and investment advisors. The small cap equity investment strategist is responsible for communicating the differentiating attributes of the team's investment process both internally within Mellon and BNY Mellon Investment Management, and externally to the marketplace through effective marketing and communications strategies. They must be viewed as a credible subject matter expert, with extensive knowledge of portfolio-level holdings, thoughts on sector/industry positioning, and broad market insight. The position has responsibility for executing the strategy's positioning in the marketplace, partnering with Distribution to develop and implement product marketing plans, in addition to contributing to thought pieces, and commentaries for various internal and external distribution channels. Key internal relationships include Portfolio Management, Research, Investment Strategy, Marketing, Distribution, and Investment Product Strategy.

Essential Duties and Responsibilities:

• Expand the small cap equity business through developing relationships with clients and consultants, thought leadership, ongoing client education, as well as conference speaking engagements.

•Build and maintain a strong partnership with the portfolio management and analyst teams in order to be a credible and highly effective alternate for the portfolio managers, serving as a subject matter expert for the broader distribution team

•Partner with Distribution and the Consultant Relations team to support institutional, sub advisory, and intermediary businesses, both within Mellon and across BNY Mellon Investment Management

•May serve as the primary contact for assigned clients, prospects and consultants.

•Provide ongoing updates about the investment philosophy, process, and performance.

•Develop and enhance strategy messaging, including marketing collateral, in addition to working with the product investment strategy team to ensure appropriate vehicle availability

•Contribute to thought leadership, including authoring white papers and articles for industry journals. Provides guidance in writing investment commentary, and updating of current RFP responses, questionnaires, and marketing materials.

•Serve as a source of industry knowledge, positioning and expertise for the small cap equity strategies. Influence others by demonstrating strong investment ability and communicating and engaging with colleagues.

•Manage and guide the development of the small cap equity business and strong analytical skills

•Proactive approach and capacity for meaningful travel


•3-5 years of portfolio management, investment strategist, and/or product specialist experience, or other relevant field preferred

•BA/BS in Finance or Business. MBA and/or CFA or progress toward designation desirable

•Understanding of fundamentally driven investment processes, and keen intellectual curiosity about financial markets and investing preferred

•Excellent written, verbal and interpersonal communication skills

•Exposure to both institutional mandates and mutual funds an advantage
•Collaborative and cooperative approach preferred

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.

Primary Location: United States-Massachusetts-Boston
Internal Jobcode: 80008
Job: Asset Management
Organization: Mellon With TOH ADJ-HR13428
Requisition Number: 2001201