Senior Vice President, IWM Portfolio Manager
BNY · New York City, New York, US
In this role, you’ll make an impact in the following ways: - Independently manage a significant amount of assets within investment policy guidelines, focusin...
Job description
In this role, you’ll make an impact in the following ways: - Independently manage a significant amount of assets within investment policy guidelines, focusing on medium to large and complex accounts/funds. - Implement investment strategies aligned with client financial goals, risk tolerance, and applicable regulations, collaborating closely with research, strategy, and portfolio team members. - Meet with clients and new business prospects to communicate investment strategies, discuss market performance, and review current market conditions. - Serve on the investment committee, contributing to the development and sharing of policies and strategies that enhance business and portfolio performance. - Evaluate investment performance regularly and make timely portfolio adjustments to meet investment objectives and allocation guidelines. - Gather stakeholder input and leverage data to support business decisions and track key performance indicators. - Build and refine processes that enable executive leadership to make informed decisions impacting the portfolio. - Provide guidance to less experienced Portfolio Managers and may manage a small junior team. - Contribute to team and firm profit...