What are the responsibilities and job description for the Portfolio Analyst position at BNY Mellon?
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-New York-White Plains
Internal Jobcode: 02292
Job: Wealth Management
Organization: WM US Markets-HR14164
Requisition Number: 2001502
Portfolio Insights - Data Analyst
Amex -
New York, NY
Portfolio Insights - Data Analyst
American Express -
New York, NY
Lead Portfolio Management Analyst
Altice USA -
Long Island, NY
