Portfolio Analyst Portfolio Analyst …

BNY Mellon Investment Management
in Boston, MA, United States
Permanent, Full time
Last application, 28 Oct 20
Competitive
BNY Mellon Investment Management
in Boston, MA, United States
Permanent, Full time
Last application, 28 Oct 20
Competitive
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.

Qualifications

Bachelor's degree preferred or equivalent work experience. Knowledge of investments/securities preferred. CTFA a plus.

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: 02292
Job: Wealth Management
Organization: WM US Markets-HR14164
Requisition Number: 2009909
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