Strategic Portfolio Manager

1 week ago


Pune, Maharashtra, India BNY Full time

At BNY, we're at the forefront of the global financial services industry, touching nearly 20% of the world's investible assets. Our culture empowers employees to grow and succeed in a dynamic environment where innovation and inclusivity thrive.

We continue to be a leader in our industry, recognized for our innovative spirit and commitment to creating an inclusive workplace. Through unique ideas and talents, we help make money work for the world. This is what drives us at BNY.

We're seeking a highly skilled Strategic Portfolio Manager to join our Mellon Investments Corporation (India) team in Pune, MH. As a key member of our team, you'll contribute significantly to our success by analyzing and reporting on portfolio performance.

Your primary responsibilities will include:

  • Preparing and delivering high-quality portfolio and benchmark reports, risk reports, and performance attribution reports.
  • Maintaining accurate and up-to-date performance databases.
  • Developing and implementing effective analysis and reporting processes for all aspects of account activities, performance, and investment-related practices and procedures.
  • Providing exceptional client service, responding to inquiries regarding investment products and portfolio management, as well as risk management and asset allocation.
  • Processing various types of client reports and maintaining online tools and reporting platforms.
  • Collaborating with the LOB (Mellon Investments Corporation) to ensure meeting SLAs and key deliverables, focusing on producing high-quality reports within defined deadlines.

To succeed in this role, you should possess:

  • Excellent verbal and written communication skills.
  • Superior organizational skills, enabling you to prioritize multiple requests from various sources effectively.
  • Negotiation, conflict management, and networking skills, with the ability to handle cross-cultural communications.
  • Experience in people management and leadership.
  • Knowledge of Asset Management business processes, data flows, and report types.
  • Proven experience working with stakeholders, understanding data requirements, and documenting them clearly.
  • The ability to approach business teams with queries, analyze data in current systems, and document relationships between business data across multiple systems.
  • Highly developed problem-solving skills, enabling you to resolve day-to-day issues faced by the team and provide functional and team-oriented solutions.

We offer competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. Enjoy flexible global resources and tools, access generous paid leaves, including volunteer time, and support your personal growth and resilience.

Born out of a rich history that spans over two centuries, BNY has grown into a leading global financial services company with a commitment to equality and inclusion. We're proud to have been recognized by prestigious organizations such as Fortune, Human Rights Campaign Foundation, Disability: IN, Just Capital, CNBC, Dow Jones Sustainability Indices, and Bloomberg's Gender Equality Index.



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