Friday, July 19, 2013

Portfolio Officer I Job, BNY Mellon - Newport Beach

Portfolio Officer I Job, BNY Mellon - Newport Beach

Date: Jun 25, 2013
Location: Newport Beach, CA, US
Portfolio Officer I (Job Number: 1309370)

A member of the team structure within Investment Management and Trust, the Portfolio Officer has primary responsibility for assigned relationships. For the most part, these relationships are larger and sensitive. The Portfolio Officer will work closely with the Team Leader to assist in managing the revenues and expenses of the team. The incumbent takes an active role in department-wide activities which lead to an enhancement of overall client service and increased productivity. The incumbent meets with clients to formulate account objectives and administrative requirements and maintains a continuous program of oral and written communication to verify client objectives and report on our performance in meeting these objectives. Also, he/she manages discrete projects division-wide. The incumbent must be able to articulate Wealth Management's equity, fixed income, and investment process as well as the asset allocation process.

The qualified candidate will have a Bachelor's or advanced degree with 6 - 8 years of experience in the investment/fiduciary management industry. S/He should have experience managing successfully larger, more sensitive client relationships. Specialized credentials: CFA, CFP, CTFA, and National Graduate Trust School.

Primary Location: United States-USA-CA-Newport Beach
Internal Jobcode: 01259
Job: Wealth Management
Organization: Wealth Mgmt West US Markets-HR09664

Job Segments: Equity, CFA, Finance

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