Senior Portfolio Analyst - Wealth Management

Senior Associate, IWM Portfolio Analyst At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting‑edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Job Description We’re seeking a future team member for the role of Senior Associate, IWM Portfolio Analyst to join our Wealth Management team. This role is located in New York, NY. Responsibilities Assist Portfolio Managers in managing complex aspects of domestic and international portfolios, including researching potential business profitability. Calculate the impact of strategy changes on portfolios and analyze transaction suitability. Prepare trades and monitor clearing compliance notifications to ensure regulatory adherence. Provide investment reporting and analytics for assigned investment teams, supporting marketing and client service teams with data requests. Interpret performance attribution and track error reports to generate detailed portfolio analytics for business decision‑making. Qualifications Bachelor’s degree or equivalent combination of education and experience; MBA and/or CFA preferred. 3‑5 years of prior financial or investment experience. Strong analytical skills with the ability to conduct detailed portfolio analysis and prepare impactful reports. Experience working collaboratively with portfolio managers and cross‑functional teams. No direct people leadership responsibilities. Benefits and Compensation BNY offers competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence. The base salary for this position is expected to be between $58,000 and $120,000 per year at the commencement of employment. Base salary will be determined individually based on experience and market location and may also include commission earnings, discretionary bonuses, short‑ and long‑term incentive packages, and company‑sponsored benefit programs. EEO Statement BNY is an Equal Employment Opportunity/Affirmative Action Employer—Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. #J-18808-Ljbffr BNY