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Posted: 10/17/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong investment and analytical acumen while effectively communicating complex ideas to clients and stakeholders. Proven ability to build and maintain relationships within portfolio management and distribution teams, leveraging AI-enabled tools to enhance decision-making and productivity.
Highest-signal resume keywords
Client Portfolio ManagementInvestment AcumenStrong Communication SkillsAI-Enabled Tools ApplicationRelationship Building
About the role
Key responsibilities & impact- Communicate BNY Investments’ history and value proposition as an asset management firm
- Communicate product offerings, including Mutual Funds, CITs and ETFs, investment philosophy, processes and resources
- Strategically position the firm against industry competitors to drive new business
- Champion the business while working with distribution and investment teams to determine strategy positioning
- Represent the firm and its products with internal and external sales teams and end clients
- Maintain consultative, solutions-based discussions with existing and prospective investors
- Contribute to the development and maintenance of marketing materials, fund commentaries and investment reports
- Support development of additional mutual funds, ETFs, CITs and the SMA platform
- Contribute market intelligence to Insights monitoring of the competitive landscape
Requirements
What you’ll need- Ideally 3-5 years’ experience in a client portfolio management role, or a client-facing technical role such as marketing or a product specialist in asset management
- Strong investment and analytical acumen
- CFA and/or advanced degree is a plus
- Strong written and verbal communication skills
- Ability to succinctly and effectively explain complex ideas
- Ability to build and maintain positive relationships with portfolio management teams, research team and distribution professionals
- Independent work style and high self-motivation
- Understanding of AI-enabled tools, technologies, and practical applications
- Ability to apply AI-enabled tools appropriately to enhance productivity, decision-making, or business outcomes
Benefits
Comp & perks- Highly competitive compensation
- Flexible global resources and tools
- Wellbeing programs
- Paid volunteer time
- Generous paid leaves, including vacation and sick time
- 401(k) plan
- Company-sponsored medical insurance
- Company-sponsored dental insurance
- Company-sponsored vision insurance
- Basic life insurance
- Annual discretionary incentive award eligibility
- Equal Employment Opportunity/Affirmative Action protections
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment AnalysisPortfolio ManagementMarket IntelligenceFund DevelopmentProduct Positioning
Soft Skills
Consultative CommunicationSelf-MotivationRelationship Management
Tools & Technologies
AI-Enabled Tools
Certifications & Qualifications
CFAAdvanced Degree
Industry Keywords
Asset ManagementMutual FundsETFsCITsSMA Platform