BNY External Career Site
Senior Specialist, IWM Portfolio Analyst - BNY Wealth
Dallas, TX, United States · Senior
Sponsorship not specifiedDetected 1 day ago
About the role
- Supporting a group of Portfolio Managers overseeing approximately $4.7 billion in assets for high-net-worth families, this role will play a key part in portfolio management, client preparation and investment analysis.
- This position offers a clear development path into an Associate Portfolio Manager or Associate Wealth Advisor role.
Responsibilities
- Support Portfolio Managers in the management of discretionary portfolios for high-net-worth clients, including portfolio rebalancing, trade preparation and implementation.
- Prepare client meeting materials, portfolio reviews and investment reporting to support client engagement and retenti...
- The successful candidate will help deliver portfolio rebalancing, investment reporting and alternative investment pre-screening while contributing to an exceptional client experience.
Company info
- We are seeking a detail-oriented and client-focused investment professional to join our Texas-based Wealth Management team.
Apply directly at BNY External Career Site →Create a free account for alerts like thisView BNY External Career Site immigration profile
This listing is sourced directly from BNY External Career Site's careers page and normalized into a canonical job model.