Senior Vice President, Investment Strategist
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![]() United States, Florida, Jacksonville | |
![]() 10161 Centurion Parkway (Show on map) | |
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Serves as the primary contact for larger and more complex institutional clients, prospects and consultants.. Provides ongoing updates about the investment philosophy, process, and performance of specific products in specific asset classes. Create models/thesis/insights to help shape strategy and portfolio construction. Participates in investment strategy meetings with portfolio managers. Is a driver in developing new products. Generates and implements investment ideas and solutions for specific strategies, with the goal of contributing to investment results. Has a key role in business development.Serves as the primary investment contact for assigned clients. Influences others by demonstrating strong investment ability and communicating and engaging with colleaguesCreates written investment commentary, overseeing development and updating of current RFP responses, questionnaires and marketing materials, and prepares investment commentary for firm client letters and newsletters. Serves as the primary contact for larger and more complex institutional clients, prospects and consultants.. Provides ongoing updates about the investment philosophy, process, and performance of specific products in specific asset classes. Creates models/thesis/insights to help shape strategy and portfolio construction. Participates in investment strategy meetings with portfolio managers. Is a driver in developing new products. Generates and implements investment ideas and solutions for specific strategies, with the goal of contributing to investment results. Has a key role in business development.Serves as the primary investment contact for more complex clients. Influences others by demonstrating strong investment acumen and communicating and engaging with colleagues, clients and consultantsCreates written investment commentary, overseeing development and updating of current RFP responses, questionnaires and marketing materials, and prepares investment commentary for firm client letters and newslettersNo direct reports, provides guidance to less experienced Investment Strategists as needed.Contributes to team/firm profitability by assuring retention and expansion of existing client relationships by contributing to superior investment performance and client services. In some regions, may serve as the primary interface for jurisdictional/ regulatory matters and may have entity governance responsibilities. Demonstrates a degree of technical acumen specifically around general investment concepts such as asset allocation, portfolio construction, risk budgeting, asset-liability management, derivatives usage and implementation, trading, and risk management.MODIFIED BASED UPON LOCAL REGULATIONS/REQUIREMENTSBachelor'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. Applicable local/regional licenses or certifications as required by the business. As global firm, bi-lingual capabilities are helpful as is an understanding of local/cultural nuances important for client trust.. 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. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $102,000 and $150,000 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. |