Portfolio Analyst Job
BNY Mellon 3.61,410 reviews - San Francisco, CA

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Portfolio Analyst (Job Number: 1404907)

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. Additional information is available at www.bnymellon.com .

As one of the world's leading investment management organizations and one of the top U.S. wealth managers, BNY Mellon Investment Management combines agility, insight and scale to create and deliver strategies and solutions to address our clients' needs. Encompassing BNY Mellon's investment management firms, wealth management organization and global distribution teams, we draw on deep expertise to collaborate with clients and tailor our best ideas and resources to meet their specific needs. We pride ourselves on providing dedicated service through our network of global professionals who have a deep understanding of local requirements.

With our extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management is dedicated to helping clients reach their goals.


The responsibilities of the Portfolio Analyst include many operational as well as analytical and investment aspects of managing asset allocation portfolios. A detailed functional description along with the necessary qualifications is provided below. This position reports directly to one of the senior Asset Allocation Managers.

Assist Portfolio Managers in the management of global asset allocation portfolios, including trading, monitoring, and analyzing portfolios and strategies. Functionally this may include performance analysis, market analysis, monitoring and uploading system inputs, evaluating system outputs, and creating custom reports. Securities include futures, FX forwards, swaps, common stocks, bonds, collective funds, ETFs, and various cash instruments. Interface with other departments such as Trade Operations, Performance Group, Reporting Group, Client Service, Auditors, and Accountants. Maintain and build systems infrastructure including databases, MATLAB code, Excel spreadsheets/VBA code. Attention to details is key.


BA/BS from accredited Universities. BA in Finance/Investments-related field or BS in quantitative field (such as engineering, computer science, physics, etc) and 1-3 years investment-related work experience.

Ability to analyze data and program within statistical analysis tools (eg. MATLAB, R, SAS).

Solid understanding and experience with databases, particularly MS SQL Server, ability to write SQL queries.

We are an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Veterans

Primary Location: San Francisco, CA, US
Other Location: ,,
Internal Jobcode: 31712
Job: Investment Management
Organization: Mellon Capital Management-HR06141

About this company
3.61,410 reviews
BNY Mellon: Invested. For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets...