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Associate, Junior Investment Strategist, NYC

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BNY Mellon

1mo ago

  • Job
    Full-time
    Junior & Mid Level
  • Customer Relations
    Banking & Finance
  • New York

AI generated summary

  • You need a Bachelor’s degree, 2-4 years of experience, CFA preferred, strong knowledge of capital markets, excellent copywriting and interpersonal skills, and may need to complete FINRA Series 7.
  • You will create investment strategy content, deliver portfolio analysis to clients, collaborate on marketing materials, and refine messaging based on feedback from various stakeholders.

Requirements

  • Bachelors degree or equivalent required
  • CFA preferred
  • 2-4 years experience
  • Understanding of the capital markets, wealth management, and asset management products across fixed income, equity, hedge funds, private equity, and/or real assets.
  • Must be a self-starter with demonstrated ability to effectively prioritize multiple projects and have the willingness to take on additional responsibility.
  • Outstanding copywriting and editorial skills; must be able to take complex concepts and synthesize concisely.
  • Excellent interpersonal skills, including a strong ability to develop relationships and influence outcomes in large, globally complex matrix organizations.
  • May require successful completion of FINRA Series 7

Responsibilities

  • Creation and delivery of investment strategy content and delivery portfolio construction analysis to external client. This includes building and delivering presentations on current industry topics, distribution of model portfolios, and offering in depth and actionable portfolio analysis to clients.
  • Build strong partnerships across the organization to create and manage print and digital marketing communications. Research, write, edit, and publish materials for the sales team, tying all investment messaging to investment insights that address client needs.
  • Working with partners in Marketing and Compliance to produce relevant, differentiated content that better positions our investment capabilities with our clients. Solicit and incorporate feedback from a large group of stakeholders across the firm to refine product stories and support accessibility of sales materials.

FAQs

What is the job title for this position?

The job title is Associate, Junior Investment Strategist.

Where is this job located?

This job is located in New York City and follows a hybrid work format.

What qualifications are required for this role?

A Bachelor's degree or equivalent is required, with a CFA preferred.

What experience is necessary for this position?

The position requires 2-4 years of experience in the financial services industry.

Are there specific skills needed for this role?

Yes, the role requires a strong understanding of capital markets and wealth management products, outstanding copywriting and editorial skills, and excellent interpersonal abilities.

Will I need to obtain any certifications?

Yes, successful completion of the FINRA Series 7 may be required.

What type of content will I be responsible for creating?

You will be responsible for creating investment strategy content, portfolio construction analysis, and marketing communications tailored to client needs.

How does BNY assess the compensation for this position?

BNY assesses market data to ensure a competitive compensation package, with the base salary expected to be between $47,000 and $105,000 per year, determined on an individualized basis.

What benefits does BNY offer employees?

BNY offers highly competitive compensation, generous paid leaves, flexible global resources, wellness programs, and the opportunity to support volunteer time.

Is BNY an equal opportunity employer?

Yes, BNY is an Equal Employment Opportunity/Affirmative Action Employer and promotes diversity in the workplace.

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BNY Mellon

Consider Everything

Finance
Industry
10,001+
Employees
1784
Founded Year

Mission & Purpose

Established in 1784, BNY Mellon is America’s oldest bank and the first company listed on the New York Stock Exchange (NYSE: BK). Today, BNY Mellon powers capital markets around the world through comprehensive solutions that help clients manage and service their financial assets throughout the investment life cycle. BNY Mellon had $46.9 trillion in assets under custody and/or administration and $1.9 trillion in assets under management as of June 30, 2023. BNY Mellon has been named among Fortune’s World’s Most Admired Companies and Fast Company’s Best Workplaces for Innovators. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation.