P & RA Consultant Job
P RA Consultant (Job Number: 1312729)
Description
Primary contact in the client servicing process for MAS client relationships. Use investment knowledge to assist clients in the understanding and use of our performance measurement, portfolio risk analytics, universe comparison, and information delivery services. Understand client requirements for investment support and information delivery, and leverage existing products/services to meet these needs. Understand various investment strategies, including the use of currency overlays, derivatives, tactical asset allocation, alternative investments and portable alpha strategies, and how these strategies impact the risk/return dynamics of a client's portfolio. Analyze client's investment guidelines and risk compliance requirements in order to translate these into a comprehensive risk monitoring product. Support the identification and cultivation of expanded business potential with existing clients through regular client interaction/visits. Act as coordinator and facilitator in working with other Bank of New York Mellon staff to respond and resolve client issues. Plan and prepare for client visits and presentations by creating effective agendas and presentation materials. Responsible for the ultimate client satisfaction with all MAS products/services. Participate in defining the product direction and development process for MAS products and services. Translate understanding of client's investment issues into effective product solutions. Address current product issues or problems with a proactive approach including; identification, documentation and suggested resolutions for the issue. Participate in the marketing process for winning and retaining Asset Servicing business and establishing new MAS business. Utilize presentation and communication skills to convey product advantages to prospective and current clients. Contribute to the RFP process through verbal and written responses to proposal questions.
Qualifications
Bachelor Degree required or commensurate business experience. Minimum 8-10 years of investment industry and/or performance measurement experience. Very strong communication and interpersonal skills, both verbal and written, are necessary. A strong understanding of performance measurement and investment analytics methodologies, securities analysis for various investment techniques, capital markets theory, as well as the dynamics of various investment strategies used by large institutional investors, is necessary. A comprehensive understanding of Bank of New York Mellon's businesses and products. An MBA and/or CFA completion or current enrollment is preferred.
BNY:GD
*LI-DR1
Primary Location: Everett, MA, US
Internal Jobcode: 08242
Job: Asset Servicing
Organization: AS Enterprise Risk-HR06224
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