Assistant Portfolio Officer Job recruitment
Assistant Portfolio Officer (Job Number: 1207175)
BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available at www.bnymellon.com.
Serving individuals and families as well as family offices, planned giving programs, endowments, foundations and other institutions, BNY Mellon Wealth Management offers exceptional resources, deep experience and highly skilled people to provide customized wealth management solutions. BNY Mellon Wealth Management is a leading wealth manager with offices throughout the U.S. and in Canada, Hong Kong, the U.K. and Cayman Islands.
Description
The incumbent provides support to Senior Portfolio Officer(s) with client relationships; assists Portfolio Officer as needed, and works with the trust group and the account managers on the daily administration of accounts. The incumbent studies and researches current market conditions, specific client investments and portfolio strategies and communicate information to clients as necessary. In addition, the Assistant Portfolio Officer may manage assigned client relationships and act as a liaison to the Sales Staff. The incumbent will manage accounts in accordance with terms of the governing instrument or contract, accepted fiduciary principals, investment policies and the needs and the objectives of the client. These accounts may include personal trust, estate, charitable, pension, and institutional accounts. S/He communicates with clients to formulate and verify account objectives and administrative requirements. The incumbent will work with fiduciary section and sales force to optimize client estate plans and will encourage the use of appropriate MPAM products to gains enrichments. In addition, the incumbent will also be able to articulate MPAM's equity fixed income, and investment process as well as the asset allocation process.The qualified candidate will have a bachelor's degree and at least 2-4 years experience in the investment/fiduciary management industry.
Qualifications
The qualified candidate will have a bachelor's degree and at least 2-4 years experience in the investment/fiduciary management industry
Primary Location: United States-USA-PA-Philadelphia
Other Locations
: United States-USA-PA-Radnor
Internal Jobcode: 01263
Job: Wealth Management
Organization: Wealth Mgmt East US Markets-HR06266