Portfolio Manager-Fixed Income

ABOUT BNY MELLON

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of March 31, 2021, BNY Mellon had $41.7 trillion in assets under custody and/or administration, and $2.2 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

Description:

• Manages assets independently within investment policy guidelines to achieve investment objectives.
• 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. 
• Will meet with clients and new business prospects to communicate investment strategy, discuss market performance and current market conditions.
• May serve on the investment committee.
• Independently implement investment strategies for more complex funds/strategies 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 timey changes to a portfolio to meet investment objectives or allocation guidelines.
• Analyze and determine client's appropriate level of risk based on time, preferences, expectations, and market conditions.
• Meet with clients and new business prospects to communicate investment strategy, discuss performance, and review current market conditions.
• No direct reports, provide guidance to less experienced Portfolio Managers as needed.
• 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.
• Highly preferred experience managing and or trading Municipal Bonds.
• Advanced/graduate degree preferred.
• 5-7 years of total work experience preferred and 5 years or more 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.". 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.