BNY Investments is a leading investment manager, with $2.2 Trillion in assets under management as of June 30, 2026. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY.
The Portfolio Strategy Group team partners with the Distribution team, Product Management, Channel Marketing, and our Investment Boutiques to create and ensure the delivery of accurate, consistent, compelling, and relevant investment strategy communications, concepts and content to intermediary wealth management clients in North America. Coverage and responsibilities range across asset classes (Equity, Fixed Income, Multi-Asset, and Alternatives), investment vehicles (mutual funds, SMA, bank collective trusts, separate accounts, private/illiquid), and macro and micro market and investing thematics.
Primary Responsibilities:
Creation and delivery of investment strategy content and delivery portfolio construction analysis to external client. This includes building and delivering presentations on current industry topics, distribution of model portfolios, and offering in depth and actionable portfolio analysis to clients.
Build strong partnerships across the organization to create and manage print and digital marketing communications. Research, write, edit, and publish materials for the sales team, tying all investment messaging to investment insights that address client needs.
Working with partners in Marketing and Compliance to produce relevant, differentiated content that better positions our investment capabilities with our clients. Solicit and incorporate feedback from a large group of stakeholders across the firm to refine product stories and support accessibility of sales materials.
Job Requirements:
Bachelor s degree required
CFA preferred
7+ years experience
Understanding of the capital markets, wealth management, and asset management products across fixed income, equity, hedge funds, private equity, and/or real assets.
Must be a self-starter with demonstrated ability to effectively prioritize multiple projects and have the willingness to take on additional responsibility.
Outstanding copywriting and editorial skills; must be able to take complex concepts and synthesize concisely.
Excellent interpersonal skills, including a strong ability to develop relationships and influence outcomes in large, globally complex matrix organizations.
Qualifications:
May require successful completion of FINRA Series 7. Minimum Education BA Minimum Experience 10+ years Minimum Language Skills English.
