Overview
Schedule
Full-time
Career level
Senior-level
Remote
On-site
Benefits
Career Development
Job Description
JobID: 82308
Category: Portfolio Management
JobSchedule: Full time
Posted Date: 2026-10-19T15:04:48+00:00
JobShift: Day
Base Salary Min: 59000
We're seeking a future team member for the role of Senior Specialist, Wealth Portfolio Management to join our Wealth Management team. This role is located in Seattle, WA.
In this role, you'll make an impact in the following ways:
- Support the design, construction, and ongoing management of discretionary and advisory portfolios for wealth clients, applying knowledge of asset allocation, security selection, and portfolio construction frameworks.
- Conduct ongoing portfolio analysis and monitoring by evaluating performance, risk exposures, guideline adherence, and market developments to ensure portfolios remain aligned with client objectives and firm standards.
- Implement portfolio decisions by preparing and executing trades, rebalancing portfolios, and coordinating with trading and operations teams to ensure accurate, timely, and efficient execution in line with internal controls and regulatory requirements.
- Provide investment insight and portfolio-related support to relationship and advisory teams by preparing portfolio reviews, client-ready materials, and analytics that clearly communicate strategy, performance, and positioning.
To be successful in this role, we're seeking the following:
- Bachelor's degree in Finance, Economics, Business, or a related field, or equivalent work experience.
- Typically 2-5 years of experience in portfolio management, investment research, portfolio analytics, or a related field.
- Progress toward or attainment of a professional designation such as CFA or CAIA preferred.
- Strong portfolio analytics, investment research, and risk assessment skills, with the ability to interpret performance, attribution, and portfolio risk data.
- Proficiency with portfolio management systems, market data tools, and Excel or similar analytical applications.
- Effective communication and collaboration skills to translate investment analysis into clear insights for internal partners and operate in a control-focused, client-centric environment.
- Relevant regulatory licenses may be required based on jurisdiction and product set.
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FAQs About Senior Specialist, Wealth Portfolio Management Jobs at The Bank of New York Mellon
What is the work location for this position at The Bank of New York Mellon?
This job at The Bank of New York Mellon is located in Seattle, WA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at The Bank of New York Mellon?
Employer has not shared pay details for this role.
What employment applies to this position at The Bank of New York Mellon?
The Bank of New York Mellon lists this role as a Full-time position.
What experience level is required for this role at The Bank of New York Mellon?
The Bank of New York Mellon is looking for a candidate with "Senior-level" experience level.
What benefits are offered by The Bank of New York Mellon for this role?
The Bank of New York Mellon offers Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at The Bank of New York Mellon?
You can apply for this role at The Bank of New York Mellon either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.