Vice President, IWM Portfolio Manager I

BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top banks work with us as we lead and serve our customers into the new era of digital. 

With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we’re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about. 

As a leading wealth manager, BNY Mellon Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations. 

We’re seeking a future team member for the role of Vice President, IWM Portfolio Manager to join our Wealth Management team. This role is located in Pittsburgh, PA and is eligible for flexible work arrangement. 

Description:

• Implements investment strategies consistent with client financial goals and risk tolerance and in accordance with the investment policies/philosophies and procedures and applicable regulations.  
• Works with research, strategy team members and other members of the portfolio teams, but also a liaison with other internal departments, Senior Portfolio Managers, and global analysts
• Independently implement investment strategies for funds/strategies such as cash and/or index consistent with client financial goals and risk tolerance and in accordance with the investment policies/philosophies and procedures and applicable regulations.
• Evaluate the performance of investments, and make timley changes to a portfolio to meet investment objectives or allocation guidelines.
• Meet with clients and new business prospects to communicate investment strategy, discuss performance, and review current market conditions.
• Monitor compliance with investment guidelines and objectives. 
• Provide attribution analysis for tracking error.
• No direct reports. 
• Mid level portfolio management working with moderate direction from senior portfolio management. 
• Contributes to team/firm profitability by assuring retention and expansion of existing client relationships by contributing to superior investment performance and client services. 
• In some regions, may serve as the primary interface for jurisdictional/regulatory matters and may have entity governance responsibilities.

Qualifications:

• Bachelor‘s degree or the equivalent combination of education and experience is required. 
• Advanced/graduate degree preferred.
• 3-5 years of investment experience preferred or over 2 years of investment experience preferred for MBAs or CFAs. 
• Applicable local/regional licenses or certifications as required by the business. 
• As global firm, bi-lingual capabilities are helpful as is an understanding of local/cultural nuances important for client trust