BNY Mellon Portfolio Analyst - Wealth Management - Newport Beach in Newport Beach, California

The incumbent provides support to Senior Wealth Managers and Wealth Managers with responsibility for management of assigned client relationships. These may include personal trusts, agency, estate, charitable, pension and institutional accounts which are most sensitive and will be characterized by a large revocable (or terminable) component. The incumbent will review accounts to ensure the account is administered in accordance with the governing instrument and accepted fiduciary principles.

Daily responsibilities will include handling operational requests including trading, rebalancing, wire distributions, account openings, and trust administration. Incumbent will also participate in client portfolio reviews.

Qualifications

Bachelor's degree preferred or equivalent work experience. Knowledge of investments/securities preferred. Progress towards CFA or CFP desired. Positive attitude, team player, attention to detail required. Incumbent must also have polished communication skills and follow through.

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

Minorities/Females/Individuals With Disabilities/Protected Veterans.*

  • Primary Location:* United States-California-Newport Beach

  • Internal Jobcode:* 02292

  • Job:* Wealth Management

  • Organization:* Wealth Mgmt US Markets-HR14164

  • Requisition Number:* 1615239

Category: Wealth Management