Full-Time Newton, Senior Portfolio Specialist
Job Description
Newton is a global investment management firm owned by BNY Mellon, with offices in London, New York, Boston and San Francisco and has expertise in a range of disciplines, including global, regional and emerging-market equities, multi-asset strategies, absolute return investing and global bonds. A global, thematic approach to investment helps them achieve long-term perspective on global financial markets and economies and identify areas of long-term risk and opportunity. Our belief is that responsible investment is better investment for clients, and we consider ESG (environmental, social and governance) issues in relation to every company in which we invest. Our purpose is to improve people’s lives through active, thematic and engaged investment which strives to deliver attractive outcomes to our clients and helps foster a healthy and vibrant world for all.
We’re seeking a future team member for the role of Senior Portfolio Specialist to join our Newton Commercial team. This role is located in New York, NY – HYBRID.
In this role, you’ll make an impact in the following ways:
- Frequently travel with the BNYM Wholesale team to meet with Financial Advisors and RIA’s across the country and occasional international travel. Travel will vary over time but can be very significant.
- Be responsible for select internal intermediary relationships, acting as a point of contact and liaison to the investment team and the wider organization
- Participate or lead in person presentations, conference calls, and written commentary
- Empower the business development efforts via product-specific training; educating clients and prospects on Newton’s investment process and solutions; and, where required, providing marketing material and associated portfolio information
- Be required to clearly articulate to stakeholders key aspects of Newton’s investment platform, philosophy and process and Newton’s views on the wider investment environment and how this is interpreted in individual portfolios
- Complete additional ad-hoc tasks as required such as competitive analysis, portfolio analysis, and helping respond to client queries
To be successful in this role, we’re seeking the following:
- Bachelor’s Degree; CFA/CAIA or other relevant advanced degree preferred.
- Minimum of 10 years’ relevant industry experience
- Previous experience in client facing role and with intermediary channels preferred
- May be required to coach less experienced employees, highly collaborative role, must work well with others
How to Apply
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