Fixed Income Portfolio Manager
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We're seeking a future team member for the role of Fixed Income Portfolio Manager to join our Wealth Management Investment team. This role is located in Boston, MA (HYBRID)
In this role, you'll make an impact in the following ways:
Day-to-day management of Tax Exempt SMA portfolios: You will be responsible for overseeing and managing the portfolios, ensuring they meet the clients' investment objectives and regulatory requirements.
Trading Tax Exempt securities: You will actively trade tax-exempt securities, making strategic decisions to optimize portfolio performance. This includes analyzing market trends, identifying investment opportunities, and executing trades to maximize returns while managing risk.
History of client acquisition and commercial success: You will leverage your experience in acquiring clients and achieving commercial success to drive growth and profitability.
Client presentation and consultation: You will present investment strategies and portfolio performance to clients, providing expert consultation to help them achieve their financial goals.
To be successful in this role, we're seeking the following:
Minimum of MBA/CFA or the equivalent: A strong educational background in finance or a related field is required.
Experience: Industry experience of 10+ years managing/trading Tax Exempt securities is essential.
History of commercial success and client acquisition: Demonstrated success in acquiring clients and achieving commercial goals is crucial.
At BNY, our culture speaks for itself. Here's a few of our awards:
America's Most Innovative Companies, Fortune, 2024
World's Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion , Disability: IN – 100% score, 2023-2024
"Most Just Companies", Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg's Gender Equality Index (GEI), 2023
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $131,500 and $241,300 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.