Assistant Portfolio Manager - Wealth Management Job


Company:: THE BANK OF NEW YORK MELLON CORPORATION
Location:: New York City, NY
Job Type:: Full Time
Category:: Wealth Management, Capital Markets, Asset Management


Posted:: 2/12/2013

Related Jobs

APPLY NOW

Job Description

Assistant Portfolio Manager - Wealth Management (Job Number: 1213949)

Description

The incumbent provides support to Senior Portfolio Officer(s) with client relationships; assists Portfolio Officer as needed, and works with the trust group and the account managers on the daily administration of accounts. The incumbent studies and researches current market conditions, specific client investments and portfolio strategies and communicate information to clients as necessary. In addition, the Assistant Portfolio Officer may manage assigned client relationships and act as a liaison to the Sales Staff. The incumbent will manage accounts in accordance with terms of the governing instrument or contract, accepted fiduciary principals, investment policies and the needs and the objectives of the client. These accounts may include personal trust, estate, charitable, pension, and institutional accounts. S/He communicates with clients to formulate and verify account objectives and administrative requirements. The incumbent will work with fiduciary section and sales force to optimize client estate plans and will encourage the use of appropriate BNY Mellon products to gains enrichments. In addition, the incumbent will also be able to articulate BNY Mellon's equity fixed income, and investment process as well as the asset allocation process.

Qualifications

The qualified candidate will have a bachelor's degree and at least 2-4 years experience in the investment/fiduciary management industry.

Primary Location: United States-USA-NY-New York

Internal Jobcode: 01263

Job: Wealth Management

Organization: Wealth Management Investments-HR06263

APPLY NOW

Share this job
EMAIL
Tweet

Jobs Like This Near New York City, NY

SEARCH:All | Jobs | Articles | Companies

(advanced job search)

Click on the button below to go to the THE BANK OF NEW YORK MELLON CORPORATION website and apply for Assistant Portfolio Manager - Wealth Management Job.

GO TO EMPLOYER WEBSITE