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Portfolio Manager, Investment Wealth Management At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Portfolio Manager to join our Wealth Investment Management team. This role is located in Boston, MA In this role, you'll make an impact in the following ways:
- Successfully manage assigned client relationships which could include personal trust, agency, estate, charitable, pension and institutional accounts with the primary objectives of structuring client investment portfolios to meet expectations for asset allocation, risk assumption, and investment performance
- Manage assets in various structures, including cash and/or index funds, assisting senior portfolio managers as needed.
- Independently implement investment strategies consistent with client financial goals, risk tolerance, investment policies, and applicable regulations
- Collaborate with research, strategy teams, portfolio teams, and serve as a liaison with internal departments, Senior Portfolio Managers, and global analysts.
- Evaluate investment performance and make timely portfolio adjustments to meet investment objectives and allocation guidelines.
- Meet with clients and new business prospects to communicate investment strategies, discuss performance, and review current market conditions.
- Monitor compliance with investment guidelines and objectives, providing attribution analysis for tracking error.
- Contribute to team and firm profitability by supporting client retention and expansion through superior investment performance and client service.
- In addition, s/he must be able to execute PWM's investment and asset allocation process across all asset classes.
To be successful in this role, we're seeking the following:
- Bachelors or advanced degree or equivalent experience and 3-5 years of experience in the investment/fiduciary management industry. CFA, CFP, CPA, CTFA, National Graduate Trust School preferred.
- Sound general technical proficiency. Ability to quickly learn and adapt to new systems and frequent systems enhancements. Comprehensive Excel and PowerPoint skills are necessary.
- High-level interpersonal skills, with the ability to speak and present to groups publicly. Formal client presentation experience is preferred.
Inherent curiosity and drive to understand the world financial markets, investments, and the forces that impact the global economy, both inside and outside of their employment. - Excellent communication skills: able to communicate complex investment topics in a simple understandable format.
At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom
BNY LinkedIn Here's a few of our recent awards:
* America's Most Innovative Companies, Fortune, 2025
* World's Most Admired Companies, Fortune 2025
* "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards:
BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $87,600 and $162,200 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
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BNY Mellon
Jul 16, 2025