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BNY

Safeguards and moves assets for investors

Investment Strategist Vice President

Asset ManagementConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$69k - $208.1kIn-person

About the Job

Requirements

  • A bachelor's degree is required.
  • At least 7 years of experience is required; the qualifications section separately states a minimum experience of 10+ years.
  • An understanding of capital markets, wealth management, and asset management products across fixed income, equity, hedge funds, private equity, and/or real assets is required.
  • The candidate must be able to prioritize multiple projects and take on additional responsibility.
  • Outstanding copywriting and editorial skills are required, including the ability to synthesize complex concepts concisely.
  • Strong interpersonal skills are required, including the ability to develop relationships and influence outcomes in large, globally complex matrix organizations.
  • Successful completion of FINRA Series 7 may be required.
  • English language skills are required.

Responsibilities

  • Create and deliver investment strategy content and portfolio construction analysis to external clients, including building and delivering presentations on current industry topics, distributing model portfolios, and providing in-depth, actionable portfolio analysis.
  • Build partnerships across the organization to create and manage print and digital marketing communications.
  • Research, write, edit, and publish materials for the sales team, tying investment messaging to investment insights that address client needs.
  • Work with Marketing and Compliance partners to produce relevant, differentiated content that better positions the firm's investment capabilities with clients.
  • Solicit and incorporate feedback from stakeholders across the firm to refine product stories and support accessibility of sales materials.

Desired Qualifications

  • A CFA designation 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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