The Bank of New York Mellon

Senior Portfolio Specialist

The Bank of New York Mellon
Boston, MA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At The Bank of New York Mellon, we are looking for a highly motivated, organized, and experienced Senior Portfolio Specialist to join our team. The ideal candidate will possess strong portfolio management expertise, excellent communication skills, and a commitment to providing exceptional client service.To be successful in this role, you must have a minimum of 5 years of portfolio management experience, advanced analytical and quantitative skills, and a proven track record of developing long-term client relationships. You must also have the ability to think strategically and implement tactical solutions to meet clients’ needs. If you have a passion for the financial markets, a drive to deliver first-class customer service, and a commitment to excellence, we want to hear from you.

Responsibilities:

  1. Analyze financial markets and develop portfolio management strategies to meet client objectives.
  2. Maintain existing client relationships and develop new client relationships.
  3. Monitor portfolio performance to ensure compliance with client objectives and industry regulations.
  4. Utilize advanced analytical and quantitative skills to make decisions and solve complex problems.
  5. Create presentations for clients to communicate portfolio performance and strategies.
  6. Provide exceptional customer service to ensure client satisfaction.
  7. Stay current on financial markets and industry trends.
  8. Develop and implement tactical solutions to meet client needs.
Where is this job?
This job is located at Boston, MA, USA
Job Qualifications

  • Excellent Communication Skills

  • Strong Analytical And Problem-Solving Skills

  • Knowledge Of Financial Instruments

  • Ability To Work Independently And Collaboratively In A Team Environment

  • Markets

  • And Operations

  • Both Written And Verbal

  • Ability To Interact Effectively With Stakeholders And Colleagues

  • Solid Understanding Of Portfolio And Asset Management

  • Proven Track Record Of Managing Portfolios And Investments

  • Familiarity With Regulatory Requirements And Industry Best Practices

Required Skills

  • Accounting

  • Strategic Planning

  • Data Analysis

  • Communication

  • Problem Solving

  • Financial Modeling

  • Risk Analysis

  • Analytics

  • Portfolio Management

  • Regulatory compliance

  • Client Relations

  • Asset allocation

  • Portfolio optimization

  • Derivative pricing

  • Capital Markets

Soft Skills

  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Senior Portfolio Specialist in Boston, MA, USA is approximately $80,000 to $100,000 per year. This range is dependent on the candidate's experience, qualifications, and the size and scope of the company. The employer may offer more or less than the average wage range, based on the current job market and the value they place on the position.

Additional Information
The Bank of New York Mellon is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJuly 10th, 2023
Apply BeforeMay 22nd, 2025
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About The Bank of New York Mellon

The Bank of New York Mellon Corporation is an American worldwide banking and financial services holding company headquartered in New York City. Bank of New York was established in 1784. BNY Mellon was formed with the merger of The Bank of New York and the Mellon Financial Corporation.

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