Senior Portfolio Analyst, Mellon Investments

Senior Portfolio Analyst, Mellon Indexing

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About Mellon Investments

Driving client outcomes through perspective, precision, and partnership. Mellon is a global leader in index management and one of the worlds largest institutional index managers by assets under management. Since 1983, Mellons 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 worlds most sophisticated clients, proving that index investing requires an active mindset.

Were seeking a future team member for the role of Senior Portfolio Analyst to join the Mellon Indexing Portfolio Management team. This role is located in Pittsburgh, PA.

In this role, youll make an impact in the following ways:

• Benchmark methodology analysis trade preparation, portfolio reporting, performance attribution, monitoring portfolio performance and exposures, corporate action analysis.
• Investing in global equity markets as well as utilize derivatives, such as futures, options, and currency forwards.
• Acting under supervision within established investment policy guidelines and handling complex benchmark methodologies and analyzes complex voluntary corporate actions.
• Utilizing portfolio management software, special department-wide projects, and interdepartmental client communications.

To be successful in this role, were seeking the following:

• Bachelor s degree or the equivalent combination of education and experience is required.
• Advanced/graduate degree preferred.
• 3-5 years of investment experience preferred or over 2 years of investment experience preferred for MBAs or CFAs. Will support advancement to CFA for candidates.
• An understanding of security and derivatives valuation, equity portfolio management concepts, ETFs and experience in trading equity securities is desired.
• Excellent analytical skills, high aptitude for quantitative reasoning and problem-solving preferred
• Advanced skills in Excel.
• Strong verbal and written communication/presentation skills.
• Ability to work under pressure and in time-sensitive environments.
• Extreme attention to detail and high degree of organization.
• Strong team player with a positive attitude.
• Must be willing to work market hours
• Experience with Aladdin, Factset, Bloomberg, and other 3rd Party Portfolio Management systems preferred
• Experience with SQL, UNIX, VBA , C++, PERL, Python or similar tools are a plus

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Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your lifes journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

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