Senior Specialist, IWM Portfolio Analyst
BNY, Newport Beach, CA, United States
Overview
At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what is all about. Join us and be part of something extraordinary.
Position We’re seeking a future team member for the role of
Senior Specialist, IWM Portfolio Analyst
to join our Wealth Management team. This role is located in Newport Beach, CA.
Responsibilities
Assist Portfolio Managers in more complex aspects of the management of portfolios, both domestic and international, along with researching potential business profitability
Calculate the effect of any strategy changes on the portfolio and analyze the suitability of the transaction
Prepare trades, and monitor and clear compliance notifications
Report and analyze investments for assigned investment teams, and support the marketing and client service teams with data requests
Interpret performance attribution, track error reports, and generate other portfolio analytics
Conduct detailed portfolio analysis and prepare reports to be utilized for impactful business decisions
Qualifications
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 portfolios
No direct reports
Awards
America’s Most Innovative Companies, Fortune, 2025
World’s Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Benefits And Compensation 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.
Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Compensation Details BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $71,000 and $104,500 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
At-Will Employment This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
Equal Opportunity BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
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Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what is all about. Join us and be part of something extraordinary.
Position We’re seeking a future team member for the role of
Senior Specialist, IWM Portfolio Analyst
to join our Wealth Management team. This role is located in Newport Beach, CA.
Responsibilities
Assist Portfolio Managers in more complex aspects of the management of portfolios, both domestic and international, along with researching potential business profitability
Calculate the effect of any strategy changes on the portfolio and analyze the suitability of the transaction
Prepare trades, and monitor and clear compliance notifications
Report and analyze investments for assigned investment teams, and support the marketing and client service teams with data requests
Interpret performance attribution, track error reports, and generate other portfolio analytics
Conduct detailed portfolio analysis and prepare reports to be utilized for impactful business decisions
Qualifications
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 portfolios
No direct reports
Awards
America’s Most Innovative Companies, Fortune, 2025
World’s Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Benefits And Compensation 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.
Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Compensation Details BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $71,000 and $104,500 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
At-Will Employment This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
Equal Opportunity BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
#J-18808-Ljbffr