Jobs via eFinancialCareers
Vice President, RFP Writer
Jobs via eFinancialCareers, Boston, Massachusetts, us, 02298
Overview Serves as the primary contact for larger institutional clients, prospects, and consultants. Provides ongoing updates about the investment philosophy, process, and performance of specific products in specific asset classes. Creates models/thesis/insights to help shape strategy and portfolio construction. Participates in investment strategy meetings with portfolio managers. May assist in and/or is responsible for developing new products. Generates and implements investment ideas and solutions for specific strategies, with the goal of contributing to investment results.
Like the look of this opportunity Make sure to apply fast, as a high volume of applications is expected Scroll down to read the complete job description.Serves as the primary investment contact for assigned clients. Influences others by demonstrating strong investment ability and communicating and engaging with colleagues. Provides guidance in writing investment commentary and updating current RFP responses, questionnaires, and marketing materials. No direct reports. Experienced Investment Strategist. Works independently with very limited direction from the Head of Investment Strategy. Contributes to team/firm profitability by assuring retention and expansion of existing client relationships by contributing to superior investment performance and client services.In some regions, may serve as the primary interface for jurisdictional/regulatory matters and may have entity governance responsibilities. Demonstrates a degree of technical acumen specifically around general investment concepts such as asset allocation, portfolio construction, risk budgeting, asset-liability management, derivatives usage and implementation, trading, and risk management.Minimum Requirements 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. Applicable local/regional licenses or certifications as required by the business. As a global firm, bilingual capabilities are helpful as is an understanding of local/cultural nuances important for client trust.Compensation BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $90,500 and $115,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.Employer Description 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 and 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: bnymellon.com/careers.EEO Statement BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
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Like the look of this opportunity Make sure to apply fast, as a high volume of applications is expected Scroll down to read the complete job description.Serves as the primary investment contact for assigned clients. Influences others by demonstrating strong investment ability and communicating and engaging with colleagues. Provides guidance in writing investment commentary and updating current RFP responses, questionnaires, and marketing materials. No direct reports. Experienced Investment Strategist. Works independently with very limited direction from the Head of Investment Strategy. Contributes to team/firm profitability by assuring retention and expansion of existing client relationships by contributing to superior investment performance and client services.In some regions, may serve as the primary interface for jurisdictional/regulatory matters and may have entity governance responsibilities. Demonstrates a degree of technical acumen specifically around general investment concepts such as asset allocation, portfolio construction, risk budgeting, asset-liability management, derivatives usage and implementation, trading, and risk management.Minimum Requirements 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. Applicable local/regional licenses or certifications as required by the business. As a global firm, bilingual capabilities are helpful as is an understanding of local/cultural nuances important for client trust.Compensation BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $90,500 and $115,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.Employer Description 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 and 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: bnymellon.com/careers.EEO Statement BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
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