Portfolio Manager
San Francisco, CA 
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Posted 11 days ago
Job Description

'Manages assets independently within investment policy guidelines to achieve investment objectives. Implements investment strategies consistent with client financial goals and risk tolerance and in accordance with the investment policies/philosophies and procedures and applicable regulations. Works with research, strategy team members and other members of the portfolio teams. Will meet with clients and new business prospects to communicate investment strategy, discuss market performance and current market conditions. May serve on the investment committee. Independently implement investment strategies for more complex funds/strategies consistent with client financial goals and risk tolerance and in accordance with the investment policies/philosophies and procedures and applicable regulations. Evaluate the performance of investments, and make timey changes to a portfolio to meet investment objectives or allocation guidelines. Analyze and determine client's appropriate level of risk based on time, preferences, expectations, and market conditions. Meet with clients and new business prospects to communicate investment strategy, discuss performance, and review current market conditions. No direct reports, provide guidance to less experienced Portfolio Managers as needed. May manage a small junior team. Contributes to team/firm profitability by assuring retention and expansion of existing client relationships by contributing to superior investment performance and client services. In some regions, may serve as the primary interface for jurisdictional/regulatory matters and may have entity governance responsibilities.


Qualifications

MODIFIED BASED UPON LOCAL REGULATIONS/REQUIREMENTS Bachelor s degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 5-7 years of total work experience preferred and 5 years or more of investment experience preferredbfor MBAs or CFAs. Applicable local/regional licenses or certifications as required by the business. As global firm, bi-lingual capabilities are helpful as is an understanding of local/cultural nuances important for client trust.'


BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

Primary Location: United States-California-San Francisco
Internal Jobcode: 80017
Job: Asset Management
Organization: Other Boutiques-HR17645
Requisition Number: 2103645

 

Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
5 to 7 years
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