Senior Specialist, IWM Portfolio Analyst

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 Tampa, FL.

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

• Assist Portfolio Managers with more complex aspects of managing domestic and international portfolios.
• Calculate the impact of strategy changes on portfolios and assess the suitability of proposed transactions.
• 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.
• May conduct research related to potential business profitability.
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To be successful in this role, we’re seeking the following:

• Bachelor’s degree or the equivalent combination of education and experience is required.
• MBA and/or CFA preferred.
• 3-5 years of prior financial/investment experience.
• Strong analytical skills with the ability to interpret investment data and portfolio reporting.
• Ability to work closely with Portfolio Managers and support internal teams with accurate, timely information.

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.