At a glance
- Type
- Full Time
- Location
- Seattle, Washington
- 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 Director, IWM Portfolio Manager to join our Investment Management team. This role is located in Seattle, WA.
- In this role, you’ll make an impact in the following ways:
- Independently manage a significant amount of assets within investment policy guidelines, including mellon flagship funds and other large or complex accounts.
- Direct a significant portion of AUM and/or manage external revenue of at least $10MM while contributing to client retention and business growth.
- Meet with clients and prospective clients to communicate investment strategy, market performance, and current market conditions, and serve as a spokesperson for the fund.
- Oversee portfolio performance, make timely portfolio adjustments, and make informed business decisions based on stakeholder input, data, and key performance indicators.
- Participate in investment committee activities and help develop policies and strategies to improve business performance.
- Supervise Senior Portfolio Managers and provide guidance to less experienced Portfolio Managers as needed.
- To be successful in this role, we’re seeking the following:
- Bachelor’s degree or equivalent combination of education and experience required; advanced or graduate degree preferred.
- 10–15 years of total work experience preferred, including over 10 years of investment experience for MBAs or CFAs.
- Strong investment management experience with the ability to manage complex portfolios and make sound portfolio decisions.
- Experience engaging with clients and business prospects to explain investment strategy and market outlook.
- Applicable local or regional licenses or certifications as required by the business.
- Bi-lingual capabilities are helpful, along with an understanding of local and cultural nuances that support client trust.
- Experience providing guidance to portfolio professionals and influencing team performance is preferred.
About BNY
BNY
Finance/FinTech · Enterprise (10K+)
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