Associate Portfolio Manager
- Employer
- BNY Mellon, Wealth Management
- Location
- San Francisco, California
- Salary
- Competitive Salary, Bonus and Benefits
- Closing date
- Apr 14, 2021
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- Job Function
- Portfolio Management: Multi-Asset, Wealth Management
- Industry Sector
- Investment Bank, Private Wealth Management Firm
- Employment Type
- Full Time
- Education
- Bachelors
Job Details
The Associate Wealth Manager works with the Wealth Managers to provide comprehensive guidance to clients regarding investment, tax, banking, insurance, and trust and estate needs. This includes communicating the investment strategy directly to the client. Additional responsibilities include, calculating wealth projections, recommending and executing portfolio rebalancing programs, verifying client objectives, analyzing investment performance and identifying opportunities to expand relationships. The incumbent may also have independent responsibility for managing some small client relationships. The ideal candidate will have an undergraduate degree or equivalent work experience and at least 2-4 years of experience in the investment industry. Progress towards an advanced degree or professional certification is expected. 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.
Company
For more than two centuries, BNY Mellon Wealth Management has provided services to financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has $286 billion in total client assets, as of December 31, 2020, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which delivers leading wealth advice across investments, banking, custody and wealth and estate planning, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation.
- Telephone
- 6175490330
- Location
-
555 Mission Street
San Francisco
CA
94105
US
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