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Senior Associate, IWM Portfolio Analyst - Specialty Assets at BNY

Philadelphia, Pennsylvania, United States -

Full Time

Start Date

Immediate

Expiry Date

23 Mar, 26

Salary

0.0

Posted On

23 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Analytical Skills, Research Skills, Portfolio Management, Investment Portfolios, Specialty Assets, Fiduciary Standards, Regulatory Adherence, Communication Skills, Organizational Skills, Risk Awareness, Cross-Functional Collaboration

Industry

Financial Services

Description

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 Strong analytical and research skills related to portfolio management Experience working with domestic and international investment portfolios No direct people leadership responsibilities Experience managing specialty assets within fiduciary, trust, or wealth management environments; knowledge of real estate, mineral interests, tangible assets, and mortgage-related assets. Strong understanding of OCC regulations, fiduciary standards, and internal policy frameworks. Excellent analytical, cross-functional collaboration, clear written and verbal communication, organizational skills; ability to manage complex, multi-party engagements. Risk awareness and regulatory adherence

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Responsibilities

The Senior Associate will manage specialty assets within fiduciary, trust, or wealth management environments. This includes working with domestic and international investment portfolios and ensuring compliance with regulations and internal policies.