The incumbent will have the knowledge and experience to
understand and articulate the key economic drivers of the companies under coverage - primary coverage of energy and utilities that could lead to coverage of additional sectors
consistently and effectively model and estimate the sustainable economics of the companies
intimately understand our proprietary stock ranking models and how to use them and how to improve them
creatively develop a feel for the trading and other patterns of stocks and industries under coverage
readily provide clear and concise stock recommendations that add value
improve ability to develop follow through, that is, with appropriate persistence, help recommendations get into portfolios where possible
learn to improve our team by example; accept that the portfolio is ours and can only improve with combined effort
help build confidence in our efforts by communicating with our internal and, possibly, external clients
willingness to meet with clients to discuss individual holdings and/or sector
consider volunteering as assistant with one or more of our portfolios
volunteer for special projects and
mentor less experienced colleagues, help them appreciate the value of investing with a process.
Advanced degree (or equivalent work experience) required, preferably an MBA with case study emphasis.
CFA or progress towards CFA desirable.
Five to eight years professional investment experience required or consistent positive performance working as Equity Analyst.
Experience working as part of a team desirable.
Willingness to seek direction and accept constructive criticism necessary.
Solid, demonstrable verbal and written communication skills required.
Familiarity with Windows based PC applications (specifically Excel) required and experience with Excel macros FactSet and BARRA a plus.
Must demonstrate BNY Mellon's Shared Values (integrity, teamwork and excellence) and BNY Mellon's Core Competencies (adaptability, communication, customer orientation, interpersonal skills and personal accountability/ownership).
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-New York-New York Internal Jobcode: 07081 Job: Wealth Management Organization: WM Investments-HR13350 Requisition Number: 1817085
Internal Number: 5208664
About BNY Mellon Investment Management
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