The Equity Portfolio Analyst is responsible for assisting Portfolio Managers 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. For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
As one of the world's leading investment management organizations and one of the top U.S. wealth managers, BNY Mellon Investment Management combines agility, insight and scale to create and deliver strategies and solutions to address our clients' needs. Encompassing BNY Mellon's investment management firms, wealth management organization and global distribution teams, we draw on deep expertise to collaborate with clients and tailor our best ideas and resources to meet their specific needs. We pride ourselves on providing dedicated service through our network of global professionals who have a deep understanding of local requirements. With our extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management is dedicated to helping clients reach their goals.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-California-San Francisco Internal Jobcode: 32680 Job: Asset Management Organization: Mellon Capital Management-HR06141 Requisition Number: 1709130