At a glance
- Type
- Full Time
- Location
- New York City, New York
- Posted
- Oct 12, 2026
- Visa sponsorship
- BNY sponsorsFrom recent H-1B filings
- Company size
- Enterprise (10K+)
- Industry
- Finance/FinTech
About the role
- 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 New York, NY.
- In this role, you’ll make an impact in the following ways:
- Assist Portfolio Managers in managing complex aspects of domestic and international portfolios, including researching potential business profitability.
- Calculate the impact of strategy changes on portfolios and analyze transaction suitability.
- Prepare trades and monitor clearing compliance notifications to ensure regulatory adherence.
- Provide investment reporting and analytics for assigned investment teams, supporting marketing and client service teams with data requests.
- Interpret performance attribution and track error reports to generate detailed portfolio analytics for business decision-making.
- To be successful in this role, we’re seeking the following:
- Bachelor’s degree or equivalent combination of education and experience; MBA and/or CFA preferred.
- 3-5 years of prior financial or investment experience.
- Strong analytical skills with the ability to conduct detailed portfolio analysis and prepare impactful reports.
- Experience working collaboratively with portfolio managers and cross-functional teams.
- No direct people leadership responsibilities.
About BNY
BNY
Finance/FinTech · Enterprise (10K+)
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