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    Senior Associate, IWM Portfolio Analyst - Boston, United States - Hispanic Technology Executive Council

    Hispanic Technology Executive Council
    Hispanic Technology Executive Council Boston, United States

    3 weeks ago

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    Description
    Bring your ideas. Make history.
    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 worlds 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, were 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.

    Were seeking a future team member for the role for Senior Associate, IWM Portfolio Analyst to join our Fixed Income team.

    This role is located in Boston, MA, and is a hybrid role with 3 days in the office and 2 days working from home.

    In this role, youll make an impact in the following ways:

    The Senior Portfolio Analyst is responsible for gaining exposure to the management of Tax-Exempt Fixed Income (modified ladder) portfolios with a goal of taking over the day-to-day management.

    The Senior Portfolio Analyst will work closely with the Portfolio Managers to calculate the effect of any strategy changes on the portfolio and analyze the suitability of the transaction.

    He/she may conduct research.
    The Senior Portfolio Analyst will prepare trades and monitor clearing compliance notifications.

    Oversee investment reporting and analytics for their assigned investment teams and will support the marketing and client service teams with data requests.


    Responsibilities may also include:
    Interpreting performance attribution
    Tracking error reports
    Generating other portfolio analytics

    To be successful in this role, were seeking the following:
    Bachelors degree or the equivalent combination of education and experience is required. MBA and/or CFA preferred.
    3-5 years prior financial/investment experience.
    At BNY Mellon, our inclusive culture speaks for itself.

    Heres a few of our awards:
    Fortune Worlds Most Admired Companies & Top 20 for Diversity and Inclusion
    Bloombergs Gender Equality Index (GEI)

    , Disability:

    IN
    100% score
    100 Best Workplaces for Innovators, Fast Company
    Human Rights Campaign Foundation, 100% score Corporate Equality Index
    CDPs Climate Change A List

    Our Benefits:


    BNY Mellon 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 lifes 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 that can support you and your family through moments that matter.

    BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

    #J-18808-Ljbffr
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