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For Companies At a Glance
- Tasks: Conduct investment analysis, manage portfolios, and engage with stakeholders in a dynamic financial environment.
- Company: Join BNY, a global leader in financial services managing $2.0 Trillion in assets.
- Benefits: Enjoy competitive pay, flexible work options, generous leave, and wellness programs.
- Why this job: Be part of an innovative culture that values diversity and makes a global impact.
- Qualifications: Bachelor's degree required; CFA or CAIA certification and investment experience preferred.
- Other info: Hybrid role based in London with opportunities for professional growth.
The predicted salary is between 54000 - 84000 ÂŁ per year.
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
BNY Investments is a leading investment manager, with $2.0 Trillion* in assets under management as of March 31, 2024. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY.
We’re seeking a future team member for the role ofAlternatives analyst/assistant portfolio managerto join our NewtonMulti-Assets Investmentsteam. This role is located inLondon, UK – Hybrid.
In this role, you’ll make an impact in the following ways:
Key Responsibilities:
Investment Analysis & Research
- Conduct in-depth due diligence on potential investments across infrastructure, real estate, and commodities.
- To support investment ideas with timely and well-written research and to be responsive to research prioritisations.
- To undertake research which is creative, imaginative and value additive and not merely maintenance-oriented.
- Build and maintain financial models to assess investment opportunities and portfolio impact.
- Perform market research, macroeconomic analysis, and thematic studies to support investment theses.
- Prepare and present investment memos to the Investment Team.
Portfolio Management
- Assist in the construction and ongoing management of diversified alternatives portfolios.
- Implement investment strategies aligned with client financial goals, risk tolerance, and regulatory requirements.
- Monitor portfolio performance, risk exposures, and compliance with investment guidelines.
- Prepare investment committee materials and present recommendations.
- Collaborate with internal teams on asset allocation stress testing, and performance attribution.
Stakeholder Engagement
- Maintain relationships with external managers, consultants, and industry contacts.
- Represent the firm at industry events, conferences, and due diligence meetings.
- Support client reporting and respond to ad hoc queries from stakeholders.
- Communicate investment strategies, market performance, and current conditions to clients and prospects.
To be successful in this role, we’re seeking the following:
• Bachelor’s degree or equivalent combination of education and experience required; advanced/graduate degree preferred.
• Demonstrable investment experience.
• CFA, CAIA designation or equivalent certification is mandatory.
• Experience in private equity, private credit, and private markets is highly desired.
• Financial statement analysis experience is required.
At BNY, our culture speaks for itself. Here’s a few of our awards:
• America’s Most Innovative Companies, Fortune, 2024
• World’s Most Admired Companies, Fortune 2024
• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
• Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
• “Most Just Companies”, Just Capital and CNBC, 2024
• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
• Bloomberg’s Gender Equality Index (GEI), 2023
Our Benefits and Rewards:
BNY 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, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer – Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
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Vice President, Alternatives Analyst/Assistant Portfolio Manager employer: KLH Capital
Contact Detail:
KLH Capital Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Vice President, Alternatives Analyst/Assistant Portfolio Manager
✨Tip Number 1
Network with professionals in the finance and investment sectors, especially those who have experience in alternatives. Attend industry events or webinars to connect with potential colleagues and learn more about BNY's culture and values.
✨Tip Number 2
Stay updated on current trends in private equity, private credit, and private markets. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role and the company.
✨Tip Number 3
Prepare to discuss your previous investment analysis experiences in detail. Be ready to share specific examples of how your research and financial modelling have led to successful investment decisions.
✨Tip Number 4
Familiarise yourself with BNY's recent projects and achievements in the alternatives space. Being able to reference these in conversations will show your enthusiasm for the role and your alignment with the company's goals.
We think you need these skills to ace Vice President, Alternatives Analyst/Assistant Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment analysis, portfolio management, and any specific qualifications like CFA or CAIA. Use keywords from the job description to demonstrate your fit for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the financial services industry and your understanding of BNY's culture. Mention specific experiences that align with the responsibilities of the Alternatives Analyst/Assistant Portfolio Manager role.
Showcase Your Analytical Skills: In your application, provide examples of how you've conducted market research, built financial models, or prepared investment memos. This will demonstrate your analytical capabilities and readiness for the role.
Highlight Stakeholder Engagement Experience: If you have experience maintaining relationships with external managers or presenting to clients, make sure to include this in your application. It’s crucial for the role and shows your ability to communicate effectively.
How to prepare for a job interview at KLH Capital
✨Showcase Your Investment Knowledge
Make sure to demonstrate your understanding of investment analysis, particularly in alternatives like private equity and real estate. Be prepared to discuss recent trends in these areas and how they might impact investment strategies.
✨Prepare for Technical Questions
Expect technical questions related to financial modelling and market analysis. Brush up on your skills in building financial models and be ready to explain your thought process behind investment decisions.
✨Highlight Your CFA or CAIA Certification
Since a CFA or CAIA designation is mandatory for this role, make it a point to discuss how your certification has equipped you with the necessary skills and knowledge to excel in investment management.
✨Demonstrate Strong Communication Skills
As you'll need to prepare and present investment memos, practice articulating your ideas clearly and confidently. Show that you can communicate complex information effectively to both clients and internal teams.