Senior Portfolio Analyst, Mellon Investments

Senior Portfolio Analyst, Mellon Indexing

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.

About Mellon Investments

Driving client outcomes through perspective, precision, and partnership. Mellon is a global leader in index management and one of the world’s largest institutional index managers by assets under management. Since 1983, Mellon’s dedication to precision and client partnership has gone beyond the benchmark. Our storied history of innovation can be tracked back to the 1970s to founders William Fouse and Thomas Loeb, who are widely recognized as pioneering developers and champions of indexing. Armed with perspective earned from 40 years of experience, Mellon manages money for many of the world’s most sophisticated clients, proving that index investing requires an active mindset.

We’re seeking a future team member for the role of Senior Portfolio Analyst to join the Mellon Indexing Portfolio Management team. This role is located in Pittsburgh, PA.

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

Benchmark methodology analysis trade preparation, portfolio reporting, performance attribution, monitoring portfolio performance and exposures, corporate action analysis.

Investing in global equity markets as well as utilize derivatives, such as futures, options, and currency forwards.

Acting under supervision within established investment policy guidelines and handling complex benchmark methodologies and analyzes complex voluntary corporate actions.

Utilizing portfolio management software, special department-wide projects, and interdepartmental client communications.

To be successful in this role, we’re seeking the following :

Bachelor s degree or the equivalent combination of education and experience is required.

Advanced / graduate degree preferred.

3-5 years of investment experience preferred or over 2 years of investment experience preferred for MBAs or CFAs. Will support advancement to CFA for candidates.

An understanding of security and derivatives valuation, equity portfolio management concepts, ETFs and experience in trading equity securities is desired.

Excellent analytical skills, high aptitude for quantitative reasoning and problem-solving preferred

Advanced skills in Excel.

Strong verbal and written communication / presentation skills.

Ability to work under pressure and in time-sensitive environments.

Extreme attention to detail and high degree of organization.

Strong team player with apositive attitude.

Must be willing to work market hours

Experience with Aladdin, Factset, Bloomberg, and other 3rd Party Portfolio Management systems preferred

Experience with SQL, UNIX, VBA , C++, PERL, Python or similar tools are a plus

At BNY, our culture speaks for itself, check out the latest BNY news at :

BNY Newsroom

BNY LinkedIn

Here’s a few of our recent awards :

America’s Most Innovative Companies, Fortune, 2025

World’s Most Admired Companies, Fortune 2025

“Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits and Rewards :

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity / Affirmative Action Employer - Underrepresented racial and ethnic groups / Females / Individuals with Disabilities / Protected Veterans.