Vice President, Indexing Portfolio Manager - Mellon

  • Pennsylvania
  • Bny Mellon
Vice President, Indexing Portfolio Manager About BNY Mellon Investment Management: BNY Mellon Investment Management 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 Mellon. BNY Mellon Investment Management is a division of BNY Mellon, which has $48.8 trillion in assets under custody and/or administration as of March 31, 2024. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on

www.bnymellon.com . Follow us on Twitter @BNYMellon or visit our newsroom at

www.bnymellon.com/newsroom

for the latest company news. About Mellon Driving client outcomes through perspective, precision, and partnership.

Mellon is a global leader in index management and one of the world’s largest institutional index managers by assets under management. Since 1983, Mellon’s dedication to precision and client partnership has gone beyond the benchmark. Our storied history of innovation can be tracked back to the 1970s to founders William Fouse and Thomas Loeb, who are widely recognized as pioneering developers and champions of indexing. Armed with perspective earned from 40 years of experience, Mellon manages money for many of the world’s most sophisticated clients, proving that index investing requires an active mindset. We’re seeking a future team member for the role of Indexing Portfolio Manager to join our Equity Index Portfolio Management team. This role is based in Pittsburgh, PA and this is a hybrid working position. In this role, you’ll make an impact in the following ways: Managing assets independently within investment policy guidelines to achieve investment objectives. Implementing investment strategies consistent with client financial goals and risk tolerance and in accordance with the investment policies/philosophies and procedures and applicable regulations. Working with research, strategy team members and other members of the portfolio teams. Meeting with clients and new business prospects to communicate investment strategy, discuss market performance and current market conditions. Independently implementing investment strategies for more complex funds/strategies consistent with client financial goals and risk tolerance and in accordance with the investment policies/philosophies and procedures and applicable regulations. Evaluating the performance of investments and make timely changes to a portfolio to meet investment objectives or allocation guidelines. Analyzing and determine client's appropriate level of risk based on time, preferences, expectations, and market conditions. Contributing to the team/firm profitability by assuring retention and expansion of existing client relationships by contributing to superior investment performance and client services. Requirements: Bachelor‘s degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 5-7 years of total work experience preferred and 5 years or more of investment experience preferred for MBAs or CFAs. Applicable local/regional licenses or certifications as required by the business. Bring your ideas. Make history. BNY Mellon is a global financial services company that helps make money work for the world – managing it, moving it and keeping it safe.

For 240 years we have partnered alongside our clients, putting our expertise and platforms to work to help them achieve their ambitions.

Today we help over 90% of Fortune 100 companies and nearly all the top 100 banks globally access the money they need. We support governments in funding local projects and work with over 90% of the top 100 pension plans to safeguard investments for millions of individuals, and so much more.

As of March 31, 2024, we oversee $48.8 trillion in assets under custody and/or administration and $2.0 trillion in assets under management. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). We are headquartered in New York City, employ over 50,000 people globally and have been named among Fortune's World's Most Admired Companies and Fast Company's Best Workplaces for Innovators.

Additional information is available on

www.bnymellon.com Follow us on LinkedIn or visit our Newsroom for the latest company news. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/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. #LI-Hybrid

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/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.

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