Vice President, IWM Portfolio Management

BNY Mellon

We're seeking a future team member for the role of Vice President, IWM Portfolio Management to join our Investment and Wealth Management team. This role is located in Boston, MA.

In this role, you'll make an impact in the following ways:

Develop and execute investment strategies to optimize portfolio performance by demonstrating expertise in market analysis and investment trends.
Manage client portfolios, ensuring alignment with client objectives and risk tolerance, while maintaining adherence to BNY's principles of integrity and client centricity.
Conduct thorough portfolio analysis and performance reviews to identify opportunities for improvement and ensure strategic alignment.
Collaborate with cross-functional teams to integrate investment insights and strategies, enhancing the overall client experience.
Stay abreast of market developments and innovations, ensuring the application of best practices in portfolio management.
Communicate effectively with stakeholders to provide insights into portfolio performance and strategic initiatives.

To be successful in this role, we're seeking the following:

Bachelor's degree in Finance, Economics, or related field preferred.
Advanced degree or professional certification (e.g., CFA) is advantageous.
Typically 3-10 years of experience, or over 2 years of investment experience, preferred for MBAs or CFAs.
Strong analytical and strategic thinking skills.
Excellent communication and stakeholder management abilities.
Proficiency in market analysis and investment strategy development.

Apply

Vacancy posted 1 day ago

Similar jobs that could be interesting for youBased on the Vice President, IWM Portfolio Management in Boston, MA vacancy

Vice President, IWM Portfolio Management
...Vice President, IWM Portfolio Management We're seeking a future team member for the role of Vice President, IWM Portfolio Management to join our Investment and Wealth Management team. This role is located in Boston, MA. In this role, you'll make an impact in the...
Suggested
BNY
Boston, MA
3 days ago
Portfolio Research & Analytics, Vice President
$170k - $285k
...Vice President, Portfolio Research & Analysis Overview 55ip's Quantitative Research & Development (R&D) team is seeking a Vice President... ...role partners closely with Quant Researchers, Portfolio Managers, Product, and Technology to ensure portfolios and research...
Suggested
JPMorgan Chase Bank, N.A.
Boston, MA
4 days ago
Vice President of Portfolio M & A
...Vice President of Portfolio M & A About the Company Expanding private equity firm Industry Venture Capital & Private Equity Type Private Equity Firm About the Role The Company is in need of a Vice President of Portfolio M&A to lead and execute M&A...
Suggested
Confidential
Boston, MA
4 days ago
Vice President, Valuations Corporate & Portfolio
$220k - $270k
...Vice President, Valuations At Portage Point Partners (Portage Point), you are not a cog in... ...Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround... ...support / manage executing corporate / portfolio valuation engagements as well as...
Suggested
Interim role
Work at office
Relocation
Portage Point Partners
Boston, MA
3 days ago
Vice President, Portfolio Optimization
...Vice President, Portfolio Optimization About the Company Successful middle-market private equity firm Industry Venture Capital & Private... ...to work collaboratively with the investment team and the management of portfolio companies. The candidate should be adept at...
Suggested
Confidential
Boston, MA
4 days ago
Senior Vice President, Product Owner Total Portfolio View
...seeking a future team member for the role of Senior Vice President, Product Owner - Total Portfolio Analytics to join our Data & Analytics team. This role... ..., and senior stakeholders to translate portfolio management, risk, and client needs into a scalable analytics service...
BNY Mellon
Boston, MA
20 hours ago
Vice President, Alternative Data Strategy & Execution - Portfolio Management Group
$155k - $210k
About this role Business Overview PMGTech is the horizontal technology platform within BlackRock’s Portfolio Management Group (PMG), integrating investment research with advanced engineering, AI, and alternative data to make technology a direct driver of alpha. It operates...
Full time
Apprenticeship
Work at office
Local area
Work from home
Flexible hours
1 day per week
BlackRock
Boston, MA
2 days ago
Vice President, Portfolio Governance & Delivery
$182.3k - $291.5k
...creating shared value. Your Role, Your Impact The Vice President, Portfolio Governance & Delivery Leader is responsible for establishing... ...Leads the design and stand-up of the company's Portfolio Management (collection of company investments, projects, and...
Permanent employment
Work at office
Local area
Global Partners
Waltham, MA
2 days ago
Regional VP: Portfolio Growth & Strategy
A leading property management firm is seeking a Regional Vice President to manage operations across a portfolio valued at over $100 million. This senior role involves overseeing financial performance, leading a team of Regional Managers, and building client relationships...
Blue Castle Agency
Boston, MA
3 days ago
Portfolio Solutions Sales, VP
$120k - $225k
This role is for our Boston, MA location Who we are looking for The Portfolio Solutions Sales Vice President (VP) will be responsible for advancing the firm’s Outsourced Trading, Transition Management, Currency Management, and Agency Trading offerings. This role is a pure...
Full time
Temporary work
Flexible hours
State Street
Boston, MA
2 days ago
MSIM - CLO Tranche PM/Trader, Fixed Income - Vice President/Executive Director
$125k - $300k
...Leadership role acting as the primary day-to-day portfolio manager for MSEV’s $1.3+ billion CLO tranche investing business, reporting to the Co-Heads of CLO Management. Source, analyze, and trade CLO tranches (AAA through equity) in the primary and secondary markets...
Temporary work
Morgan Stanley
Boston, MA
2 days ago
Vice President, Finance Technology
$200k - $250k
...You will lead large-scale finance technology initiatives, manage our existing suite of finance applications, and deliver scalable... ...systems and ensures accurate, efficient data flow. Oversee the portfolio of finance-centric applications, ensuring strategic alignment,...
Contract work
Temporary work
Flexible hours
Berkshire Hathaway Specialty Insurance
Boston, MA
25 days ago
Vice President of Accounting
...Vice President of Accounting About the Company Accomplished real estate company Industry... ...will be a key leader during active portfolio expansion, with the opportunity to build... ...team, overseeing financial reporting, and managing residential real estate and HUD...
Confidential
Roxbury, MA
20 hours ago
Vice President, Growth
...Vice President, Growth About the Company Innovative digital consultancy serving government... ...on leveraging the company's unique portfolio of government contract vehicles. This includes... ..., and a proven track record of managing and achieving growth in the government...
Contract work
For contractors
Confidential
Boston, MA
20 hours ago
Vice President, Account Management
$145.6k - $167.4k
...creating transformative change in healthcare. Position Overview: The Vice President, Account Management (Strategic Accounts) is responsible for leading Datavant's relationships with a portfolio of highly complex, strategically important provider customers. This role...
Datavant
Boston, MA
2 days ago
Senior Vice President, Actuarial & Investment Consulting
...Senior Vice President, Actuarial & Investment Consulting About the Company Leading provider of insurance & risk management services Industry Insurance Type Public Company... ...enhance client satisfaction and drive portfolio growth. If you are a bold explorer,...
Remote work
Confidential
Boston, MA
20 hours ago
Vice President, Acquisitions
...Vice President, Acquisitions Shine Associates, LLC has been retained to search, identify and recruit a Vice President, Acquisitions... ...'). This person will report directly to the Partner and Co-Portfolio Manager. This candidate will be located in the Boston, MA office....
Shine Associates
Boston, MA
3 days ago
Funds Transfer Pricing, Vice President
...Vice President, Treasury Are you passionate about shaping financial strategy and driving... ...resource allocation and balance sheet management Oversee analysis of funding consumption... ...across markets trading and financing portfolios Required Qualifications,...
Visa sponsorship
Chase
Boston, MA
3 days ago
Senior Vice President, AI and Transformation
...entrepreneurial spirit, and leadership to the role. Strategy & Portfolio Develop and deliver a roadmap for the application of... ...technologies across Cytel. Embed governance, validation, and risk management into system design and operations so solutions can be...
Cytel
Cambridge, MA
1 day ago
Vice President, Accounting
...Vice President, Accounting About the Company Rapid-growing real estate organization Industry... ...that is preparing for significant portfolio expansion. The successful candidate... ...team, overseeing financial reporting, and managing HUD/residential real estate accounting...
Confidential
Dorchester, MA
20 hours ago
Vice President, Institutional Relationship Management and Business Development
...Vice President, Institutional Relationship Management and Business Development About the Company Respected investment management firm Industry Investment... ...in servicing and enhancing relationships with a portfolio of institutional clients, including pensions,...
Confidential
Boston, MA
20 hours ago
Vice President, Pharmaceutical Development
$315k - $395k
...the company’s pharmaceutical development strategy across the portfolio, ensuring alignment with corporate priorities and development... ...performing Pharmaceutical Development team, in internal activities and management of an external network of CROs, CDMOs, and strategic partners...
Kymera Therapeutics
Watertown, MA
3 days ago
Vice President, Gene Editing Core
$327.1k - $399.9k
...what we can do together. Job Title Vice President, Gene Editing Core Job Summary The... ...implement, and lead state-of-the-art genomics and RNA labs, managing support for a portfolio of projects by developing and implementing gene editing...
Local area
Intellia Therapeutics, Inc.
Cambridge, MA
4 days ago
Vice President, Casualty Programs
$176k - $330k
...Vice President, Casualty Programs The Vice President, Casualty Programs will execute business... ...decisions contribute to a profitable portfolio. This role involves developing strategy... ...point of contact and relationship manager with accountability for profit, adherence...
Full time
Part time
Work at office
Work from home
QBE Insurance
Boston, MA
3 days ago
Vice President, Federal
$165.49k - $290.34k
...Vice President, Federal Location: Any US Office including Boston, MA Position Category... ...operational excellence within JSI's U.S. Federal portfolio focusing on the federal health and... ...Financial & Resource Management Own the overall financial health...
Full time
Work at office
Worldwide
Visa sponsorship
Work visa
JSI
Boston, MA
6 days ago
Vice President, Project Leadership
...The Vice President of Project Leadership is a strategic leader tasked to: create a working environment that demands discipline... ...measured by the delivery of clinical services across the portfolio of studies managed by their Directors and Project Leaders in the areas of finance...
Contract work
Work at office
Local area
Remote work
PAREXEL
Boston, MA
5 days ago
Senior Vice President (SVP), Public Relations
$160k - $200k
...Senior Vice President (SVP), Public Relations Boston, MA (Hybrid: 2–3 days in office) Full... ...team leader ready to own and grow a portfolio of client relationships while helping shape... ...Business Builder: Proven success managing and growing a multi-million-dollar book...
Full time
Work at office
Tier One Partners
Boston, MA
4 days ago
Vice President, Strategic Communications
$230k - $260k
...Vice President, Strategic Communications Axim Collaborative is a nonprofit that transforms... ...connects systems-level themes across our portfolio, and enhances Axim's impact. Develop... ...and evolving priorities. Manage Axim staff and partners focused on marketing...
Work at office
2 days per week
Axim Collaborative, Inc
Cambridge, MA
3 days ago
Vice President, Target Discovery, Validation, and Human Genetics
$310k - $420k
...Alnylam is seeking a visionary scientific leader to serve as Vice President, Target Discovery, Validation, and Human Genetics, with end-to... ...and will shape the future trajectory of Alnylam's portfolio. The VP will lead both the Human Genetics and Discovery &...
Full time
Temporary work
Local area
Flexible hours
Alnylam
Cambridge, MA
1 day ago
Client Algo Quant, Vice President
$200k
...The team you will be joining is a part of State Street Markets (SSM). When owners and managers of institutional assets need research, trading, securities lending and innovative portfolio strategies, they turn to SSM business unit. As our investment research and trading...
Temporary work
Work at office
Flexible hours
State Street Corporation
Boston, MA
1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Vice President, IWM Portfolio Management. Be the first to apply!