The Robert Toigo Foundation

Portfolio Analyst

BNY Mellon Wealth Management
Published
January 7, 2020
Location
Boston, MA
Job Type
Salary
TBD

Description

The incumbent provides support to Senior Portfolio Officers with responsibility for management of assigned client relationships. These may include personal trusts, agency, estate, charitable, pension and institutional accounts which are most sensitive and will be characterized by a large revocable (or terminable) component. The incumbent will review accounts to ensure the account is administered in accordance with the governing instrument and accepted fiduciary principles.

Bachelor's degree preferred or equivalent work experience. Knowledge of investments/securities preferred. CTFA a plus.

 

Related Jobs

Portfolio Analyst   Waltham, MA new
January 21, 2020
Senior Portfolio Analyst   Boston, Massachusetts
December 6, 2019