Job Description

Senior Vice President, 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.

About Mellon:

Driving client outcomes through perspective, precision, and partnership. Mellon Indexing is a global leader in index management and one of the world’s largest institutional index managers by assets under management. Since 1983, Mellon’s dedication to precision and client partnership has gone beyond the benchmark. Our storied history of innovation can be tracked back to the 1970s to founders William Fouse and Thomas Loeb, who are widely recognized as pioneering developers and champions of indexing. Armed with perspective earned from 40 years of experience, Mellon manages money for many of the world’s most sophisticated clients, proving that index investing requires an active mindset.

We’re seeking a Senior Portfolio Manager to join our Mellon and BNY Investments team. This role is based in London.

In this role, you’ll make an impact in the following ways:

• Managing assets independently within investment policy guidelines to achieve investment objectives.
• Supervising a small team
• Implementing investment strategies consistent with client financial goals and risk tolerance and in accordance with the investment policies/philosophies and procedures and applicable regulations.
• Working with research, strategy team members and other members of the portfolio teams.
• Meeting with clients and new business prospects to communicate investment strategy, discuss market performance and current market conditions.
• Independently implementing investment strategies for more complex funds/strategies consistent with client financial goals and risk tolerance and in accordance with the investment policies/philosophies and procedures and applicable regulations.
• Evaluating the performance of investments and make timely changes to a portfolio to meet investment objectives or allocation guidelines.
• Analyzing and determine client's appropriate level of risk based on time, preferences, expectations, and market conditions.
• Contributing to the team/firm profitability by assuring retention and expansion of existing client relationships by contributing to superior investment performance and client services.

Requirements:

• Bachelor’s degree or equivalent combination of education and experience required; advanced/graduate degree preferred
• Demonstrable investment experience
• Leadership experience is desired
• CFA or MBA required
• Experience in fixed income, equities and ETFs is desired
  

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.

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.