Portfolio Officer III Job recruitment

Portfolio Officer III (Job Number: 1205893)

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

This position is directly below the Team Leader and is reserved for Sr. Portfolio Managers who consistently take the lead in increasing their accounts under management and fees from account revenue. The Portfolio Officer III generally manages the largest and most complex accounts in PWM. This officer is expected to be fully accountable for all legal and investment aspects of the assigned accounts. The incumbent must have the compliment of technical and communication skills to be an effective part of the service delivery and sales process. He/she must be able to articulate PWM's equity, fixed income, and investment process as well as the asset allocation process.

Qualifications

B/A, B/S or advanced degree or equivalent experience with 6 plus years of experience in the Investment/Fiduciary Management Industry. Seasoned manager of successfully larger, more sensitive client relationships; investment/fiduciary credentials: CFA, CTA, National Trust School.

Primary Location: United States-USA-CA-Newport Beach
Internal Jobcode: 05136
Job: Wealth Management
Organization: Wealth Mgmt West US Markets-HR09664