BNY

BNY

Senior Specialist, IWM Portfolio Analyst

Philadelphia, PA, United States · Senior

Sponsorship not specifiedDetected 2 days ago
Research

About the role

  • We're seeking a future team member for the role of Senior Specialist, IWM portfolio Analyst to join our Wealth Management team.
  • This role is located in Philadelphia, PA.

Responsibilities

  • Prepare trades, monitor clearing compliance notifications, and support investment reporting and analytics for assigned investment teams.
  • Interpret performance attribution and tracking error reports, generate portfolio analytics, and support marketing and client service teams with data requests.
  • Conduct detailed portfolio analysis and prepare reports that support informed business decisions.

This listing is sourced directly from BNY's careers page and normalized into a canonical job model.