Associate, IWM Portfolio Analyst I
Are you looking to jumpstart your career in the world of wealth management? Do you have a passion for financial analysis and investment strategies? If so, The Bank of New York Mellon has the perfect opportunity for you as an Associate, IWM Portfolio Analyst I. In this role, you will have the opportunity to work with a team of experienced professionals to support our high-net-worth clients and help them achieve their financial goals. We are looking for a driven and detail-oriented individual with a strong analytical mindset and a desire to learn and grow in a fast-paced environment. Join us and be a part of a dynamic and innovative team that is dedicated to providing exceptional service to our clients.
- Conduct thorough financial analysis for high-net-worth clients and assist in developing investment strategies to help them achieve their financial goals.
- Collaborate with a team of experienced professionals to support and service clients in the wealth management department.
- Continuously monitor and review client portfolios, making necessary adjustments and recommendations based on market trends and client needs.
- Utilize various financial tools and software to analyze and present investment options to clients.
- Communicate effectively with clients, providing clear and timely updates on portfolio performance and any changes to investment strategies.
- Stay updated on industry trends and developments, and use knowledge to provide valuable insights and recommendations to clients.
- Maintain accurate and organized records of client information and investment transactions.
- Collaborate with other departments within the bank to provide a seamless and personalized experience for clients.
- Act as a brand ambassador for The Bank of New York Mellon and uphold the highest standards of professionalism and integrity.
- Continuously seek opportunities for personal and professional growth, actively participating in training and development programs offered by the bank.
Bachelor's Degree In Finance, Economics, Or A Related Field.
Minimum Of 2 Years Of Experience In A Financial Analysis Or Portfolio Management Role.
Strong Understanding Of Investment Products, Including Equities, Fixed Income, And Alternative Investments.
Proficiency In Financial Analysis And Modeling, With Advanced Excel Skills.
Excellent Communication And Interpersonal Skills, With The Ability To Effectively Present Complex Information To Clients And Colleagues.
Risk Management
Financial Analysis
Data Analysis
Investment Strategy
Portfolio Management
Market trends
Asset allocation
Client communication
Portfolio optimization
Investment Research
Asset Valuation
Performance Reporting
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Critical thinking
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Associate, IWM Portfolio Analyst I in Pune, Maharashtra, India is approximately Rs. 4,00,000 - Rs. 6,00,000 per year. This may vary depending on the specific company, experience level, and other factors such as bonuses and benefits.
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The Bank of New York Mellon Corporation is an American worldwide banking and financial services holding company headquartered in New York City. Bank of New York was established in 1784. BNY Mellon was formed with the merger of The Bank of New York and the Mellon Financial Corporation.
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