Strategic Portfolio Manager

6 days ago


Pune, Maharashtra, India BNY Full time
About the Role

We are seeking a highly skilled Strategic Portfolio Manager to join our team at BNY. As a leading global financial services company, we empower our employees to grow and succeed in a dynamic and inclusive work environment.

In this role, you will be responsible for preparing and maintaining portfolio and benchmark reports, risk reports, and performance attribution reports. You will also provide analysis and development of reports related to account activities, performance, and investment practices.

Excellent verbal and written communication skills, organizational skills, and the ability to prioritize multiple requests from various sources are essential for this position.

We are an equal employment opportunity/affirmative action employer and value diversity in our workforce.

What You Need to Know
  • Preparation of portfolio and benchmark reports, risk reports, and performance attribution reports.
  • Maintenance of performance databases.
  • Provides analysis and development of reports related to account activities, performance, and investment practices.
  • Answers inquiries from clients regarding investment products and portfolios.
  • Processing various types of client reports.
  • Maintains online tools and reporting platforms.
  • Actively works on training new and existing team members.
  • Coordinates with the LOB and ensures meeting of SLAs and key deliverables.


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