BNY External Career Site
Senior Specialist, IWM Portfolio Analyst
Philadelphia, PA, United States · Senior
Sponsorship not specifiedDetected 3 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.
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