Portfolio Officer I Job


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

Yrs of Exp:: 7+ to 10 years
Posted:: 2/12/2013

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Job Description

Portfolio Officer I (Job Number: 1205540)

Description

A member of the team structure within Investment Management and Trust, the Senior Portfolio Officer has primary responsibility for assigned relationships. For the most part, these relationships are larger and sensitive. As a senior officer, the senior portfolio officer will work closely with the Team Leader to assist in managing the revenues and expenses of the team. The incumbent takes an active role in department-wide activities which lead to an enhancement of overall client service and increased productivity. The incumbent meets with clients to formulate account objectives and administrative requirements and maintains a continuous program of oral and written communication to verify client objectives and report on our performance in meeting these objectives. Also, he/she manages discrete projects division-wide. The incumbent must be able to articulate MPAM's equity, fixed income, and investment process as well as the asset allocation process.The qualified candidate will have a Bachelor's or advanced degree with 6 - 8 years of experience in the investment/fiduciary management industry. S/He should have experience managing successfully larger, more sensitive client relationships. Specialized credentials: CFA, CFP, CTFA, and National Graduate Trust School.

Qualifications

* The qualified candidate will have a Bachelor's or advanced degree with 6 - 8 years of experience in the investment/fiduciary management industry.
* S/He should have experience managing successfully larger, more sensitive client relationships.
* Specialized credentials: CFA, CFP, CTFA, and National Graduate Trust School.

EFC:WM

Primary Location: United States-USA-PA-Philadelphia

Internal Jobcode: 01259

Job: Wealth Management

Organization: Wealth Mgmt East US Markets-HR06266

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