We’re seeking a future team member for the role of Associate Portfolio Manager to join our Wealth Management team. This role can be located in Tampa, FL or West Palm Beach, FL. In this client-facing role, you will partner closely with Portfolio Managers and broader client teams to help manage sophisticated portfolios aligned to each client’s objectives, risk tolerance, liquidity needs, tax considerations, and estate-planning goals. This position offers meaningful exposure to portfolio management, investment implementation, client relationship development, and market communication within a collaborative Wealth environment.
In this role, you’ll make an impact in the following ways:
- Support Portfolio Managers in delivering a high-touch client experience.
- Help manage customized portfolios across taxable and tax-advantaged accounts, trusts, foundations, and other entities.
- Prepare portfolio reviews, investment presentations, performance analyses, and client meeting materials.
- Interact directly with clients on portfolio positioning, market developments, and investment-related matters.
- Support portfolio implementation, including cash management, rebalancing, trade preparation, and compliance monitoring.
- Review portfolios for alignment with client objectives, asset allocation, liquidity needs, and investment guidelines.
- Assist with onboarding new relationships, portfolio transitions, and related documentation.
- Support Regulation 9 reviews and other portfolio management activities.
To be successful in this role, we’re seeking the following:
- Bachelor’s degree or the equivalent combination of education and experience is required.
- MBA and/or CFA preferred.
- 3-5 years of prior financial/investment experience.
- Strong analytical skills with the ability to interpret investment data and portfolio reporting.
- Ability to work closely with Portfolio Managers and support internal teams with accurate, timely information.
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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.
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, 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.