Portfolio Officer II (Sr II) Job


Company:: THE BANK OF NEW YORK MELLON CORPORATION
Location:: Pittsburgh, PA
Job Type:: Full Time
Category:: Wealth Management, Capital Markets, Asset Management


Posted:: 2/12/2013

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Job Description

Portfolio Officer II (Sr II) (Job Number: 1206250)

BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available at www.bnymellon.com.

Serving individuals and families as well as family offices, planned giving programs, endowments, foundations and other institutions, BNY Mellon Wealth Management offers exceptional resources, deep experience and highly skilled people to provide customized wealth management solutions. BNY Mellon Wealth Management is a leading wealth manager with offices throughout the U.S. and in Canada, Hong Kong, the U.K. and Cayman Islands.

Description

This position is the next senior member of a Portfolio Management Team in terms of account management experience and investment knowledge below the Team Leader. Like the Team Leader, the Senior Portfolio Officer II manages the largest and most complex accounts in MPAM. A Senior Portfolio Officer II is expected to be fully accountable for all legal and investment aspects of these assigned accounts. This position works closely with the Team Leader to manage the revenues and expenses of the Team's organization code. This position is also the leader in training and developing more junior management skills. The incumbent must have the compliment of technical and communication skills to be an effective part of the service delivery and sales process. They must be able to articulate MPAMs equity, fixed income, and investment process as well as the asset allocation process.

Qualifications

The qualified candidate will have a B/A, B/S, or advanced degree or equivalent experience with 6 plus years of experience in the Investment/Fiduciary Management Industry. Seasoned manager of successfully larger, more sensitive client relationships; investment/fiduciary credentials: CFA, CTFA, National Trust School.

WM:FINS

Primary Location: United States-USA-PA-Pittsburgh

Internal Jobcode: 01243

Job: Wealth Management

Organization: Wealth Mgmt East US Markets-HR06266

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