BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available at www.bnymellon.com.
Serving individuals and families as well as family offices, planned giving programs, endowments, foundations and other institutions, BNY Mellon Wealth Management offers exceptional resources, deep experience and highly skilled people to provide customized wealth management solutions. BNY Mellon Wealth Management is a leading wealth manager with offices throughout the U.S. and in Canada, Hong Kong, the U.K. and Cayman Islands.
Description
Reporting directly to the Director of Product & Wealth Strategies, this position works with Wealth Management Sales Officers and Sr. Portfolio Officers in their work with clients, prospects as well as their tax and legal advisors, by conducting analysis and compiling complex analytics for portfolio investment strategies. Incumbent communicates and reports information both internally and externally using analysis, planning and forecasting tools and develops essential business presentations for internal and external audiences. The role s primary focus will be on our largest clients and prospects that meet our Family Office Services criteria.
Qualifications
BA/BS degree in business/finance or equivalent experience required. 3-5 plus years progressive business experience in financial services or related industry. Proven organizational and follow-up ability; strong analytical skills. Strong oral, written, and personal computer skills.
WM:FINS
Primary Location: United States-USA-PA-Pittsburgh
Other Locations
: United States-USA-NY-New York, United States-USA-CA-Los Angeles
Internal Jobcode: 28940
Job: Wealth Management
Organization: Wealth Management Investments-HR06263
BNY Mellon - 12 months ago
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