Portfolio Analyst
Greater New York City Area
• At BNY Mellon, Bernardo worked directly with a team of portfolio managers who serve clients by creating tailored wealth management solutions to meet investment, trust and estate, wealth planning, and private banking needs. • Provided direct support to portfolio managers, helping them with individual, trust and corporate client relationships, overseeing transactions such as transfers, purchases, sales, deliveries, and complex quantitative and performance reporting.• Responsible for coordinating with Back Office, Middle Office, other departments, and 3rd party vendors to provide solution delivery to clients’ in highly complex portfolio related issues in a timely mannerBNY Mellon Wealth Management is among the nation's leading wealth managers, with more than 225 years' experience in providing investment management, wealth and estate planning, and private banking services to financially successful individuals and families, family offices, charitable gift programs, endowments and foundations. It is among the nation's top 10 wealth managers with an extensive network of offices in the U.S. and internationally.