Investment Strategist

BNY Mellon Investment Management
Boston, MA, USA
21 Jul 2018
25 Jul 2018
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
About us: The Boston Company, Standish and Mellon Capital
A specialist multi-asset investment management firm dedicated to serving sophisticated investors globally, providing clients with high-quality single and multi-asset investment solutions using both active and passive strategies. Coming together in 2018 through the combination of Mellon Capital, Standish, and The Boston Company, the combined asset manager has the scale and investment capabilities to offer institutional and intermediary clients a broad range of specialist investment solutions. The Boston Company, Standish and Mellon Capital are product brands of BNY Mellon Asset Management North America.

Reporting to the Director of Portfolio Strategy, the incumbent will be responsible for representing the firm in client, prospect, and consultant meetings as well as at industry conferences and functions as needed. This individual will serve as a primary investment contact for the firm's medium and larger clients to provide the investment philosophy, process and performance of specific products. The individual will also provide guidance and be involved in writing quarterly investment commentary, overseeing development and updating of current RFP responses, questionnaires and marketing materials, and prepare investment commentary for firm client letters and newsletters. Participation in sales meetings and department initiatives on an ongoing basis is also a component of the job. The incumbent will be able to articulate equity and investment process as well as asset allocation process and will be able to train existing and future sales, marketing and client service team members in all facets of the investment process. The incumbent will also work with the Director of Marketing and Product Development in product development efforts.

Excellent written and oral communication skills and an in-depth knowledge of the assigned product(s). Exceptional interpersonal skills. Ten or more years of industry experience. BA or BS degree required. MBA and/or CFA preferred.
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark:

As one of the world's leading investment management organizations and one of the top U.S. wealth managers, BNY Mellon Investment Management combines agility, insight and scale to create and deliver strategies and solutions to address our clients' needs. Encompassing BNY Mellon's investment management firms, wealth management organization and global distribution teams, we draw on deep expertise to collaborate with clients and tailor our best ideas and resources to meet their specific needs. We pride ourselves on providing dedicated service through our network of global professionals who have a deep understanding of local requirements. With our extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management is dedicated to helping clients reach their goals.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-Massachusetts-Boston
Internal Jobcode: 07889
Job: Asset Management
Organization: NA Investment Boutiques-HR13428
Requisition Number: 1805580

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