Senior Portfolio Analyst
Click the Facebook, Google+ or LinkedIn icons to share this job with your friends or contacts. Click the Twitter icon to tweet this job to your followers. Click the link button to view the URL of the job, which then can be copied and pasted into an e-mail or other document.
Greenville, DE 19807
The Senior Portfolio Analyst will assist the Wealth Managers with managing all aspects of our client relationships. Associates work with our internal partners in Private Banking, Service Delivery, Trading and Marketing to meet our clients wealth management needs. Daily responsibilities include, but are not limited to, preparing client presentation materials, monitoring cash balances, facilitating transfers, gifts and opening new accounts. Associates will interact directly with our clients to address questions and resolve any outstanding issues. Additionally, Senior Portfolio Analysts assist Wealth Managers in developing investment strategies, policy statements and managing client portfolios, as well as assisting Wealth Managers adhere to BNY Mellon risk and compliance standards.
The qualified candidate will have an undergraduate degree or equivalent work experience with 1 – 3 years of investment industry experience preferred. Strong analytical and problem solving skills, experience working in a highly detail oriented environment, strong proficiency with Microsoft Office, proven verbal and written communication skills are also preferred.
Primary Location: United States-Delaware-Greenville
Internal Jobcode: 07030
Job: Wealth Management
Organization: WM US Markets-HR14164
Requisition Number: 1907670
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.