Vice President, Alternatives Analyst/Assistant Portfolio Manager
Listed on 2026-01-27
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Finance & Banking
Portfolio Manager, Financial Consultant, Financial Analyst
Newton - Alternatives Analyst
At BNY, our culture enables employees’ growth and success. We influence nearly 20% of the world’s investable assets and harness cutting‑edge AI and technology to drive transformative solutions.
We are seeking a future team member for the role of Alternatives analyst/assistant portfolio manager to join our Newton Multi‑Assets Investments team in London, UK
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- Conduct in‑depth due diligence on potential investments across infrastructure, real estate, and commodities.
- Support investment ideas with timely, well‑written research and respond to research priorities.
- Undertake creative, imaginative, and value‑adding research beyond maintenance.
- Build and maintain financial models to assess investment opportunities and portfolio impact.
- Perform market research, macroeconomic analysis, and thematic studies to support investment theses.
- Prepare and present investment memos to the Investment Team.
- Assist in construction and ongoing management of diversified alternatives portfolios.
- Implement investment strategies aligned with client goals, risk tolerance, and regulatory requirements.
- Monitor portfolio performance, risk exposures, and compliance with investment guidelines.
- Prepare investment committee materials and present recommendations.
- Collaborate with internal teams on asset allocation stress testing and performance attribution.
- Maintain relationships with external managers, consultants, and industry contacts.
- Represent the firm at industry events, conferences, and due diligence meetings.
- Support client reporting and respond to ad‑hoc queries from stakeholders.
- Communicate investment strategies, market performance, and current conditions to clients and prospects.
- Bachelor’s degree or equivalent; advanced/graduate degree preferred.
- Demonstrable investment experience.
- CFA, CAIA designation or equivalent certification is mandatory.
- Experience in private equity, private credit, and private markets is highly desirable.
- Financial statement analysis experience is required.
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence. Generous paid leaves, including paid volunteer time, support you and your family through meaningful moments.
BNY is an Equal Employment Opportunity/Affirmative Action Employer – Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
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