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Portfolio Analyst
The Bank of New York Mellon
Pittsburgh, PA, United States
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About BNY Mellon AMNA
BNY Mellon Asset Management North America Corporation (“BNY Mellon AMNA”) is a leading provider of high-quality single- and multi-asset investment solutions using both active and passive strategies for investors globally. With the three legacy boutiques totaling $558.8 billion in assets under management as of March 31, 2018, it serves a wide variety of institutional and intermediary clients in over 40 markets globally. The firm’s active equity strategies leverage the capabilities developed by The Boston Company; its active fixed income strategies employ the deep fundamentals-based experience of Standish, and its index, multi-asset/multi-factor strategies incorporate Mellon Capital’s advanced systematic processes. Mellon Capital, Standish and The Boston Company will continue to market existing products under the existing brands until the launch of a new unified brand later in the year.
The Portfolio Analyst is responsible for assisting PMs in all aspects of the management of equity portfolios, both domestic and international, including commingled funds, mutual funds, stand-alone accounts, and exchange traded funds (ETFs). Essential responsibilities include: Monitor index changes and create test indices for trading; Ensure data integrity on index composition and portfolio holdings; Conduct research on corporate actions and/or index changes; Verify internally calculated index and portfolio returns; Prepare trades for index changes under guidance of PMs; Monitor trading strategies and trade executions; Assist in ad hoc internal and external client requests; Assist in preparing portfolio attribution reports and assist in other ad hoc department projects.
Qualifications
The qualified candidate will possess a Bachelor's degree with 2-3 years of financial/investment experience along with a general understanding of equity and derivatives markets and investment terminology. MBA/CFA candidate preferred. The incumbent should also have strong technical and analytical skills, strong spreadsheet skills, excellent verbal, written and communication skills along with strong organizational skills and ability to work well in a team environment. Additionally, the Portfolio Analyst must be willing to work market hours.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.