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BNY

Safeguards and moves assets for investors

Vice President - Portfolio Manager

Asset ManagementConfirmed live in the last 24 hours
Full-timeBoston, MA, USANo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree or the equivalent combination of education and experience is required.
  • 10-15 years of total work experience is preferred.
  • Over 10 years of investment experience is preferred for MBAs or Chartered Financial Analysts.

Responsibilities

  • Manage US thematic technology and US equity growth portfolios.
  • Contribute ideas and challenge across US growth stocks and US equities generally.
  • Develop the US growth equity franchise's philosophy, process, and performance.
  • Support distribution to grow flows and develop the franchise in managed funds.
  • Provide portfolio management input, company contact, analysis, and leadership support for the US office.
  • Independently manage a significant amount of assets within investment policy guidelines, including flagship funds.
  • Meet with clients and new business prospects to communicate investment strategy and discuss market performance and current market conditions.
  • Oversee evaluation of investment performance and make timely portfolio changes to meet investment objectives or allocation guidelines.
  • Make business decisions based on stakeholder input, data, and information to help track key performance indicators.
  • Make informed decisions on changes that affect the portfolio.
  • Act as a critical influence on fund or strategy retention and serve as a spokesperson for funds.
  • Perform investment committee responsibilities and share and develop policies and strategies to improve business performance.
  • Contribute to firm profitability by retaining and expanding existing client relationships through investment performance and client service.

Desired Qualifications

  • An advanced or graduate degree is preferred.

About the Company

BNY

Safeguards and moves assets for investors

BNY safeguards financial assets and runs investment services for institutions, investment firms and wealthy clients around the world. Its custody business keeps clients' securities safe and handles the records and transactions needed to administer investment funds. Banks and brokers use its systems to settle trades, manage collateral and send payments, while its investment and wealth businesses manage portfolios and advise clients. It earns servicing and management fees as well as interest on loans and securities funded by client deposits. BNY traces its roots to the Bank of New York, founded by Alexander Hamilton in 1784, and is headquartered in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1784

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