Posted by The Bank of New York BNY Mellon Corporation, doing business as BNY Mellon, is an American worldwide banking and financial services holding company headquartered in New York City. It was formed on July 1, 2007, as a result of the merger of The Bank of New York and Mellon Financial Corporation.
Portfolio Analyst
Job Description
The incumbent provides support to Senior Portfolio Officers and Bankers with responsibility for management of assigned client relationships. These may include personal trusts, agency, estate, charitable, pension and institutional accounts which are most sensitive and will be characterized by a large revocable (or terminable) component. The incumbent will review accounts to ensure the account is administered in accordance with the governing instrument and accepted fiduciary principles.
Qualifications
Bachelor’s degree preferred or equivalent work experience. Knowledge of investments/securities preferred. CTFA a plus.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
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