What are the responsibilities and job description for the Director, Portfolio Manager position at BNY External Career Site?
At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We’re seeking a future team member for the role of Director, Portfolio Manager to join our Newton team at BNY Investments. This role is located in Boston, MA.
In this role, you will:
- Manage a significant amount of assets independently within investment policy guidelines.
- Meet with clients and new business prospects to communicate investment strategy, discuss market performance and current market conditions.
- Oversee the evaluation of the performance of investments and makes timeyl changes to a portfolio to meet investment objectives or allocation guidelines.
- Make business decisions based on key stakeholder input, data, and information that helps the business track key performance indicators.
- Make informed decisions on changes that impact the portfolio.
- A critical influence to the retention of the fund/strategy, will act as a spokesperson for funds.
- Investment committee responsibilities and commit to sharing and developing policies and strategies to improve the business performance.
- Independently manages a significant amount of assets, including flag ship funds.
- Contributes to team/firm profitability by assuring retention and expansion of existing client relationships by contributing to superior investment performance and client services.
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.
- 10-15 years of total work experience preferred and over 10 years of investment experience preferred for MBAs or CFAs.
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- America’s Most Innovative Companies, Fortune, 2025
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- “Most Just Companies”, Just Capital and CNBC, 2025
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.