At a Glance
- Tasks: Manage investment portfolios and implement strategies to meet client goals.
- Company: Join the dynamic Mellon and BNY Investments team in London.
- Benefits: Competitive salary, leadership opportunities, and a diverse work environment.
- Other info: Diverse and inclusive workplace with growth potential.
- Why this job: Make a real impact on client investments while leading a talented team.
- Qualifications: Bachelor’s degree, CFA or MBA, and strong investment experience required.
The predicted salary is between 100000 - 150000 € per year.
We are seeking a Senior Portfolio Manager to join our Mellon and BNY Investments team. This role is based in London.
Responsibilities
- Managing assets independently within investment policy guidelines to achieve investment objectives.
- Supervising a small team.
- Implementing investment strategies consistent with client financial goals, risk tolerance, and applicable regulations.
- Working with research, strategy team members and other portfolio team members.
- Meeting with clients and prospects to communicate investment strategy and discuss market performance.
- Independently implementing investment strategies for more complex funds/strategies.
- Evaluating the performance of investments and making timely changes to meet investment objectives or allocation guidelines.
- Analyzing and determining the client's appropriate level of risk based on time, preferences, expectations, and market conditions.
- Contributing to team/firm profitability by ensuring retention and expansion of existing client relationships through superior investment performance and client services.
Requirements
- Bachelor’s degree or equivalent education/experience (advanced/graduate degree preferred).
- Demonstrable investment experience.
- Leadership experience desired.
- CFA or MBA required.
- Experience in fixed income, equities and ETFs desired.
Senior Vice President, Manager, Portfolio Manager - Mellon employer: BNY
At BNY Mellon, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of London. Our commitment to employee growth is evident through comprehensive training programmes and leadership opportunities, ensuring that our team members thrive both personally and professionally. With a focus on diversity and inclusion, we create a supportive environment where every voice is valued, making it an ideal place for those seeking meaningful and rewarding careers in investment management.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Vice President, Manager, Portfolio Manager - Mellon
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work at Mellon or similar firms. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by brushing up on your investment strategies and market trends. We recommend practising common interview questions with a friend or mentor to boost your confidence and articulate your thoughts clearly.
✨Tip Number 3
Showcase your leadership skills! Be ready to discuss your experience managing teams and how you've contributed to client success. Highlighting these experiences can set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Senior Vice President, Manager, Portfolio Manager - Mellon
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Senior Portfolio Manager role. Highlight your investment experience, leadership roles, and any relevant qualifications like CFA or MBA.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team at Mellon. Share specific examples of how you've successfully managed assets and met client goals in the past.
Showcase Your Team Leadership:Since this role involves supervising a small team, be sure to mention your leadership experience. Talk about how you've motivated teams and contributed to their success in achieving investment objectives.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at BNY
✨Know Your Investment Strategies
Make sure you’re well-versed in the investment strategies relevant to the role. Brush up on fixed income, equities, and ETFs, as these are key areas for a Senior Portfolio Manager. Be ready to discuss how you’ve implemented these strategies in past roles.
✨Showcase Your Leadership Skills
Since this role involves supervising a small team, be prepared to share examples of your leadership experience. Talk about how you've motivated teams, managed conflicts, or driven performance. This will demonstrate your capability to lead effectively.
✨Understand Client Needs
Familiarise yourself with how to evaluate a client's risk tolerance and financial goals. Prepare to discuss how you would tailor investment strategies to meet diverse client needs. This shows that you can think critically about client relationships and investment performance.
✨Prepare for Market Discussions
Stay updated on current market trends and be ready to discuss them during the interview. This could involve recent changes in the market or specific investment opportunities. Showing that you’re engaged with the market will impress your interviewers.
