Senior Vice President, Manager, Portfolio Manager - Mellon

Senior Vice President, Portfolio Manager

Responsibilities

• Managing assets independently within investment policy guidelines to achieve investment objectives.
• Supervising a small team.
• Implementing investment strategies consistent with client financial goals, risk tolerance, and in accordance with investment policies, philosophies, procedures, and applicable regulations.
• Working with research, strategy team members, and other portfolio team members.
• Meeting with clients and new business prospects to communicate investment strategy, discuss market performance, and current market conditions.
• Independently implementing investment strategies for more complex funds/strategies in line with client financial goals, risk tolerance, and applicable policies and regulations.
• Evaluating the performance of investments and making timely changes to a portfolio to meet investment objectives or allocation guidelines.
• Analyzing and determining a client's appropriate level of risk based on time horizon, preferences, expectations, and market conditions.
• Contributing to the firm's profitability by ensuring retention and expansion of existing client relationships through superior investment performance and client services.

Requirements

• Bachelor's degree or equivalent combination of education and experience required; advanced/graduate degree preferred.
• Demonstrable investment experience.
• Leadership experience desired.
• CFA or MBA required.
• Experience in fixed income, equities, and ETFs desired.

Benefits

• Highly competitive compensation and benefits.
• Well being programs and flexible global resources.