What are the responsibilities and job description for the Vice President, Portfolio Manager BNY Wealth position at BNY Mellon?
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 and champions of inclusion, 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 Vice President, Portfolio Manager to join our BNY Wealth - National Portfolio Management team. This role is located out of our Philadelphia. PA or Boston, MA office. In this role, you'll make an impact in the following ways:
- Work with our investment committees to maintain and update our investment allocation and solution guidance.
- Coordinate with Wealth Managers on Portfolio Management tools and processes
- Serve as a Subject Matter Expert on Client Performance Reporting and related workflows.
- Assist in expansion of existing platform capabilities.
To be successful in this role, we're seeking the following:
- Bachelor's degree or the equivalent combination of education and experience is required.
- Progress toward MBA or CFA preferred.
- 5-7 Years of experience in the financial services industry, with an emphasis on Wealth Management or Portfolio Management
- Advanced skills in Microsoft Office, particularly Excel. Knowledge of SQL or Python a plus
At BNY, our culture speaks for itself, check out the latest BNY news at:
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Here's a few of our recent awards:
- America's Most Innovative Companies, Fortune, 2025
- World's Most Admired Companies, Fortune 2025
- "Most Just Companies", Just Capital and CNBC, 2025Our 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.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
