Senior Associate, Investment Strategist

1 month ago

Boston, United States BNY Mellon Full time

Senior Associate, Investment Strategist

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities, and people everywhere.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.

We’re seeking a future team member for the role of Senior Associate, Investment Strategist to join our Wealth Management team. This role is located in Boston, MA.

In this role, you’ll make an impact in the following ways:

  • Generates research and analytics for prospective accounts less than $20 million.
  • Will generally serve as a backup investment contact with oversight from more senior team members.
  • Develops customized models under supervision to be used for internal and external marketing purposes.
  • May also assist in strategy development, portfolio construction, and client retention efforts.
  • Will have limited contact with prospective clients.
  • Works independently with moderate supervision of Investment Strategist or Team Lead.
  • Contributes to team/firm profitability by assisting client acquisition via expertise with internal models.

To be successful in this role, we’re seeking the following:

  • Bachelor’s degree or the equivalent combination of education and experience is required.
  • Advanced/graduate degree preferred.
  • 2+ years of investment experience preferred.
  • Candidate should be interested in pursuing CFA or CFP designation.

At BNY, our culture speaks for itself. Here’s a few of our awards:

  • America’s Most Innovative Companies, Fortune, 2024
  • World’s Most Admired Companies, Fortune 2024
  • Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
  • Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
  • “Most Just Companies”, Just Capital and CNBC, 2024
  • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
  • Bloomberg’s Gender Equality Index (GEI), 2023

Our Benefits and Rewards:

BNY 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 life’s 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, including paid volunteer time, that can support you and your family through moments that matter.

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

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