The Senior Portfolio Analyst will assist the Wealth Managers with managing all aspects of our client relationships. Associates work with our internal partners in Private Banking, Service Delivery, Trading and Marketing to meet our clients wealth management needs. Daily responsibilities include, but are not limited to, preparing client presentation materials, monitoring cash balances, facilitating transfers, gifts and opening new accounts. Associates will interact directly with our clients to address questions and resolve any outstanding issues. Additionally, Senior Portfolio Analysts assist Wealth Managers in developing investment strategies, policy statements and managing client portfolios, as well as assisting Wealth Managers adhere to BNY Mellon risk and compliance standards.

Qualifications

The qualified candidate will have an undergraduate degree or equivalent work experience with 1 - 3 years of investment industry experience preferred. Strong analytical and problem solving skills, experience working in a highly detail oriented environment, strong proficiency with Microsoft Office, proven verbal and written communication skills are also preferred.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-California-Newport Beach
Internal Jobcode: 07030
Job: Wealth Management
Organization: WM US Markets-HR14164
Requisition Number: 1918824