Portfolio Manager

4 weeks ago


Pittsburgh, Pennsylvania, United States BNY Mellon Full time
Portfolio Manager - Direct Indexing

Become a key member of our Equity Index Portfolio Management team as a Portfolio Manager - Direct Indexing. In this role, you will be responsible for supporting the daily portfolio management function of direct indexing assets under the guidance of senior portfolio managers. Your tasks will include trade generation and execution, collaboration with the operations and compliance team to monitor portfolio cash flow and client activities, and working closely with technology teams to test, build, and improve internal and external investment tools.

Key Responsibilities:
  • Support daily portfolio management function of direct indexing assets
  • Collaborate with ops and compliance team to monitor portfolio cash flow and client activities
  • Work closely with technology teams to test, build, and improve internal and external investment tools
  • Implement investment strategies consistent with client financial goals and risk tolerance
  • Conduct portfolio performance and risk attribution and make recommendations to improve investment process and investment outcome
Requirements:
  • Bachelor's degree or equivalent combination of education and experience
  • Advanced/graduate degree preferred
  • 3-5 years of applicable investment experience preferred or over 2 years of investment experience preferred for MBAs or CFAs
  • Strong work ethic and collaborative attitude
  • Excellent communication skills
About BNY Mellon

BNY Mellon is a leading investment manager with $1.8 trillion in assets under management. We offer a range of benefits, including highly competitive compensation, benefits, and wellbeing programs. Our inclusive culture is recognized for its diversity and inclusion, and we are committed to building a global team that reflects the diverse talent, clients, and communities we serve.



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