Senior Specialist, Client Portfolio Management (m|f|x) New York

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

BNY Investments is a leading investment manager, with $2.2 Trillion in assets under management as of December 31, 2025. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY.

We’re seeking a future team member for the role of Senior Specialist, Client Portfolio Manager to join the BNY Investments Distribution team. This role is located in Boston or New York City.

Tasks

• Synthesize insights from investment sources -including portfolio manager discussions, investment meetings, and data platforms- to develop and deliver unified, consistent fixed income product talking points, materials and portfolio narratives that support client conversations and drive the sales process within the intermediary channel. 
• Act as the first point of contact for fixed income product-related questions—partnering closely with sales—often joining key meetings to clarify product positioning, performance drivers, and competitive differentiators.
• Provide comprehensive coverage across mutual funds, ETFs, and SMAs, ensuring accurate, timely insights on product.
• Conduct ongoing competitor and strategic landscape analysis and be proficient in positioning our funds against peer offerings—articulating relative strengths, trade-offs, and use cases across categories, share classes, and market conditions.
• Liaise with internal stakeholders (e.g., marketing, compliance, legal, product management) to align messaging and create external content.
• Partner with portfolio managers and client portfolio managers to develop a deep understanding of investment strategies, portfolio construction, and decision-making, while maintaining regular dialogue to gather updates (strategy changes, positioning, performance, flows, outlook) and distribute actionable summaries across the intermediary sales channel.
• Play a key role in planning and execution of new product or vehicle launches 
• Develop thought leadership content, including white papers and platform publications, that communicates investment perspectives and market insights.

Profile / Your qualification / Your personality

• Bachelor’s degree required; advanced degree preferred.
• 2–5 years of experience in investment or related analytical roles.
• Strong analytical and strategic thinking skills for building investment strategies.
• Excellent communication skills for explaining technical concepts clearly.
• Proficiency with financial analysis tools and investment management software.

That awaits you

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. 

Share this offer on LinkedIn →

Location

240 Greenwich Street, US-10286 New York