BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of March 31, 2021, BNY Mellon had $41.7 trillion in assets under custody and/or administration, and $2.2 trillion in assets under management. 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.
The Senior Portfolio Analyst will assist the Wealth Managers with managing our client's Specialty Assets. Analyst work with our internal partners in Private Banking, Service Delivery, Trading and Marketing to meet our client's wealth management needs.
The incumbent is responsible for the administration management and maintenance, under limited direction, of an advanced & complex portfolio within a given segment of non-financial assets, i.e., minerals, real estate, and oil & gas.
Preferred experience base would include, ongoing asset management and negotiation of asset purchases and sales acting in compliance with internal policy and procedures, Trust Instrument provisions, Office of Comptroller of Currency (OCC) Regulations and outside legal and regulatory constraints.
The incumbent should have a minimum of 3-5 years of real estate experience including at least 5 years of both sales and property management experience.
Additionally, 2 years' experience in a Trust environment preferred.
A Bachelor's Degree or equivalent. Advanced course work or professional designation desired.