Associate Portfolio Manager

BNY
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📍 Tampa, FL, United States📍 West Palm Beach, FL, United StatesFull time

About this role

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 role, you’ll make an impact in the following ways:

  • Assist Portfolio Managers with more complex aspects of managing domestic and international portfolios.
  • Calculate the impact of strategy changes on portfolios and assess the suitability of proposed transactions.
  • Prepare trades, monitor clearing compliance notifications, and support investment reporting and analytics for assigned investment teams.
  • Interpret performance attribution and tracking error reports, generate portfolio analytics, and support marketing and client service teams with data requests.
  • Conduct detailed portfolio analysis and prepare reports that support informed business decisions.
  • May conduct research related to potential business profitability.
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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.

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.

Frequently Asked Questions

Is the salary disclosed for the Associate Portfolio Manager position at BNY?
The salary for this Associate Portfolio Manager role at BNY is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Associate Portfolio Manager position at BNY located?
This Associate Portfolio Manager role at BNY is based in Tampa, FL, United States, West Palm Beach, FL, United States. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Associate Portfolio Manager role at BNY full-time or part-time?
This is listed as a Full time position. It is posted as a Associate Portfolio Manager role at BNY.
How do I apply for the Associate Portfolio Manager position at BNY?
Click the "Apply Now" button on this page. You will be redirected to BNY's official application portal hosted on oraclecloud where you can submit your application directly.
When was the Associate Portfolio Manager job at BNY posted?
This Associate Portfolio Manager position at BNY was posted on Aug 4, 2026. Apply as soon as possible — early applications are often reviewed first.
Associate Portfolio Manager
BNY
Apply for this role ↗

You'll be redirected to BNY's official application page on oraclecloud.