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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- America’s Most Innovative Companies, Fortune, 2025
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- “Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
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.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.
Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.
If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.
Skills Required
- 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 CFA or CAIA designation
- Strong portfolio analytics, investment research, and risk assessment skills
- 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
- Relevant regulatory licenses, depending on jurisdiction and product set
BNY Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about BNY and has not been reviewed or approved by BNY.
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Healthcare Strength — Health coverage includes comprehensive options with a $0‑premium plan for eligible lower earners, expanded mental‑health support with personalized therapy, and strong income protection through short‑ and long‑term disability. These features have been recently enhanced and are paired with dental and vision coverage.
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Parental & Family Support — Parental leave provides 16 weeks of fully paid time for all parents, with added support such as adoption assistance. This breadth offers strong coverage for major family events.
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Retirement Support — The 401(k) program includes a company match and Roth options to support long‑term savings. Additional financial programs like tuition assistance and savings vehicles complement retirement readiness.
BNY Insights
What We Do
We help make money work for the world — managing it, moving it and keeping it safe. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investable assets. Today we help over 90% of Fortune 100 companies and nearly all the top 100 banks globally access the money they need. For 240 years we have partnered alongside our clients to create solutions that benefit businesses, communities and people everywhere.
