Senior Specialist, IWM Portfolio Analyst

BNY

Senior Specialist supporting Portfolio Managers in managing high-net-worth client portfolios. Engaging in investment analysis and supporting client relationships in Dallas, TX.

Posted 7/22/2026full-timeDallas • Texas • 🇺🇸 United StatesSenior💰 $71,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in portfolio management, investment analysis, and client engagement, with a strong focus on portfolio construction, trading, and performance measurement across various asset classes. Proficient in producing investment reporting and analytics to support high-net-worth client relationships and compliance with regulatory requirements.

Highest-signal resume keywords

Portfolio ManagementInvestment AnalysisPerformance MeasurementCFA QualificationClient Engagement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio ConstructionTradingInvestment ReportingPerformance AttributionAnalytical Skills

Soft Skills

Organisational SkillsCommunication Skills

Certifications & Qualifications

Bachelor's DegreeMBACFA

Industry Keywords

High-Net-Worth ClientsInvestment StrategyDue DiligenceCompliance NotificationsInvestment Guidelines

About the role

Key responsibilities & impact

Support Portfolio Managers in the management of discretionary portfolios for high-net-worth clients, including portfolio rebalancing, trade preparation and implementation.
Prepare client meeting materials, portfolio reviews and investment reporting to support client engagement and retention.
Analyse the impact of investment strategy changes, assess transaction suitability and provide portfolio recommendations.
Pre-qualify clients for alternative investment opportunities and assist with investment research and due diligence.
Monitor trade activity, resolve compliance notifications and ensure adherence to investment guidelines and regulatory requirements.
Produce portfolio analytics, performance attribution and reporting to support investment decisions and business objectives.

Requirements

What you’ll need

3–5 years' experience in portfolio management, investment analysis, wealth management or a related investment function.
Strong knowledge of portfolio construction, trading, performance measurement and investment reporting across multiple asset classes.
Bachelor's degree required; MBA, CFA or progress towards a CFA qualification preferred.
Strong analytical, organisational and communication skills, with the ability to support multiple Portfolio Managers and high-net-worth client relationships.

Benefits

Comp & perks

Health insurance
401(k) plan
Paid time off
Paid volunteer time
Flexible global resources and tools for life's journey