Senior Associate, IWM Portfolio Analyst

OverviewBring your ideas. Make history.BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital.

With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what

#LifeAtBNYMellon

is all about.

As a leading wealth manager, BNY Mellon Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.

Role OverviewWe're seeking a future team member for the role of Senior Associate, IWM Portfolio Analyst to join our Fixed Income team. This role is located in Boston, MA, and is a hybrid role with 3 days in the office and 2 days working from home.

In this role, you'll make an impact in the following ways:The Senior Portfolio Analyst is responsible for gaining exposure to the management of Tax-Exempt Fixed Income (modified ladder) portfolios with a goal of taking over the day-to-day management.The Senior Portfolio Analyst will work closely with the Portfolio Managers to calculate the effect of any strategy changes on the portfolio and analyze the suitability of the transaction. He/she may conduct research.The Senior Portfolio Analyst will prepare trades and monitor clearing compliance notifications.Oversee investment reporting and analytics for their assigned investment teams and will support the marketing and client service teams with data requests.Responsibilities may also include:

Interpreting performance attributionTracking error reportsGenerating other portfolio analytics

To be successful in this role, we're seeking the following:Bachelor's degree or the equivalent combination of education and experience is required. MBA and/or CFA preferred.3-5 years prior financial/investment experience.

Awards and RecognitionFortune World's Most Admired Companies & Top 20 for Diversity and InclusionBloomberg's Gender Equality Index (GEI)Best Places to Work for Disability Inclusion, Disability: IN - 100% score100 Best Workplaces for Innovators, Fast CompanyHuman Rights Campaign Foundation, 100% score Corporate Equality IndexCDP's Climate Change 'A List'

Our BenefitsBNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter.

Equal Employment OpportunityBNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.#J-18808-Ljbffr