Newton is a global investment management firm owned by BNY, with offices in London, New York, Boston, San Francisco and Tokyo. It provides investment services to institutional clients, including US and global pension funds, sovereign wealth funds, central banks, endowments, foundations, insurance companies, registered mutual funds, other pooled investment vehicles and other institutions, and, via BNY Investments, to individuals. Newton uses an active, multidimensional and engaged approach in striving to deliver attractive outcomes to those clients.
Newton focuses on four key areas:
Active Equities– Conviction-based, including global equity, small-cap, regional and thematic capabilities
Income– Equity, fixed income and multi-asset
Absolute Return – Fixed-income and multi-asset
Multi-Asset Solutions– Systematic, outcome-orientated, relative balanced, bespoke and building blocks
We're seeking a future team member for the role of Portfolio Manager – Small Cap to join our Equities Investment team. This role is located in Boston, MA - HYBRID.
In this role, you'll make an impact in the following ways:
Generalist long-only junior portfolio manager with a particular focus on small cap, with the ability to self select securities with interest sensitive business models.
The team would expect a number of original and analytically-rigorous investment theses each year for inclusion into the portfolio(s) over a 3-5+ year horizon.
The candidate will contribute to portfolio construction and will be involved with meeting clients and marketing.
To be successful in this role, we're seeking the following:
An aligned investment philosophy. Our focus is on looking for opportunities amidst controversy. We aim to find quality businesses that for whatever reason have fallen out of favor and to make judgements as to whether and how long the business will remain impaired.
Problem solver: a lateral thinker with a desire to solve problems; ability to construct original angles on potential investment theses.
Genuine team player: must be eager to collaborate with other teams across Newton's investment function and comfortable trusting others. Investors at Newton are open-minded, flexible and emotionally robust.
Exceptional communication skills: must be a thoughtful and engaging presenter. Experience in external communication to existing and potential clients is desired although not a requirement. Internally, the ideal candidate will be at ease debating their own investment ideas and the ideas of others.
Qualifications: exceptional academic record; CFA desirable.
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.
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.