T
Not Specified Permanent

Jersey City, New Jersey · USA job

Senior Specialist, Client Portfolio Management

The Bank of New York Mellon

Jersey City, New Jersey

Job description

Overview

As a Vice President in BNY Investments Distribution, you develop and communicate fixed income product messaging to support client conversations and sales. You act as the go-to expert for product questions, partnering with sales and joining key meetings to clarify positioning. You provide comprehensive coverage of mutual funds, ETFs, and SMAs, and analyze competitors to articulate strengths and use cases. You coordinate with marketing, compliance, legal, and product teams to align messaging, while staying connected with PMs for timely fund updates, and contribute to new product launches.

Compensation / Benefits
  • competitive compensation
  • benefits and wellbeing programs
  • flexible global resources and tools
  • paid leaves
  • paid volunteer time
  • pay-for-performance philosophy
Responsibilities
  • Develop and deliver unified fixed income product talking points for intermediary channel sales
  • Serve as primary contact for fixed income product questions, collaborating with sales and joining meetings to clarify positioning
  • Provide accurate insights across mutual funds, ETFs, and SMAs
  • Perform ongoing competitor landscape analysis and position Funds against peers
  • Coordinate with internal stakeholders (marketing, compliance, legal, product management) to align messaging and create external content
  • Maintain dialogue with PMs and Client PMs to gather updates and distribute summaries to the sales team
  • Contribute to planning and execution of new product or vehicle launches
Key requirements
  • Bachelor's degree required; advanced degree preferred
  • 2-5 years of experience in investment or related analytical roles
  • Strong analytical and strategic thinking skills for building investment strategies
  • Excellent communication skills for explaining technical concepts
  • Proficiency with financial analysis tools and investment management software
  • excellent communication
  • analytical mindset
  • financial analysis tools
  • investment management software

Explore related USA jobs

Similar jobs you may like

Related roles with a similar title and location.

Same category Same location Same country

Experienced Tax Expert - In-Store

Intuit

Newark, New Jersey, United States · 07101

Same category Same location Same country

Personal Banker

FIRST BANK

Somerset, New Jersey, United States · 08873

Same category Same location Same country

Treatment & Financial Coordinator

Cambridge Square Dental

Morganville, New Jersey, United States · 07751

Same category Same location Same country

Treatment & Financial Coordinator

Cambridge Square Dental

Freehold, New Jersey, United States · 07728

Same category Same location Same country

Banking Relationship Specialist - $22 - $27 Hourly Wage

ConnectOne Bank

Holmdel, New Jersey, United States · 07733

Same category Same location Same country

Universal Service Manager - 45000

First Commerce Bank

Bordentown, New Jersey, United States · 08505

Same category Same location Same country

Personal Banker

FIRST BANK

Somerset, New Jersey, United States · 08873

Same category Same location Same country

Floating Personal Banker Supervisor - Summit, NJ

FIRST BANK

Summit, New Jersey, United States · 07901

Need help finding a job?

Chat with our AI assistant.