[Skip to main content](#main-content)

[OpenNash Jobs](https://jobs.opennash.com/)
[Hiring report](/reports/hiring/) · [All Bank of New York Mellon jobs](https://jobs.opennash.com/companies/bank-of-ny-mellon/) · [Search jobs](/search/)

Bank of New York Mellon · Dallas, TX

# Senior Specialist, IWM Portfolio Analyst

Dallas, TX, United States Senior individual contributor 

Listed on Bank of New York Mellon’s official careers site. Posted September 10, 2026. Check that it is still open and apply there.
[Apply on Bank of New York Mellon’s careers site →](https://eofe.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/BNY-Careers/job/80559)

[OpenNash Jobs](https://jobs.opennash.com/) / [Bank of New York Mellon](https://jobs.opennash.com/companies/bank-of-ny-mellon/) / Senior Specialist, IWM Portfolio Analyst

## Job description

We are seeking a detail-oriented and client-focused investment professional to join our Texas-based Wealth Management team. Supporting a group of Portfolio Managers overseeing approximately $4.7 billion in assets for high-net-worth families, this role will play a key part in portfolio management, client preparation and investment analysis. The successful candidate will help deliver portfolio rebalancing, investment reporting and alternative investment pre-screening while contributing to an exceptional client experience.

This position offers a clear development path into an Associate Portfolio Manager or Associate Wealth Advisor role. In this role, you'll make an impact in the following ways: 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.

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

## At a glance
- Posted by the employer: Sep 10, 2026
- First seen by OpenNash: Oct 12, 2026
- Last checked: Oct 19, 2026
- Listed for: 39 days
- Location: Dallas, TX, United States[Apply on Bank of New York Mellon’s careers site →](https://eofe.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/BNY-Careers/job/80559)

## More jobs at Bank of New York Mellon

### [2027 BNY Summer Internship Program – BNY Wealth (Dallas, TX)](https://jobs.opennash.com/companies/bank-of-ny-mellon/jobs/4d0fb3a1d5403b4fecfa/)

Dallas, TX, United States

### [Director, Full-Stack Engineer](https://jobs.opennash.com/companies/bank-of-ny-mellon/jobs/53afa69d8a54fba1e7b2/)

Dallas, TX, United States

### [2027 Analyst Program - People, Engagement and Impact (Dublin)](https://jobs.opennash.com/companies/bank-of-ny-mellon/jobs/a02b369e88a86335785a/)

Dublin, Co. Dublin, Ireland

### [2027 BNY Analyst Program - Client Coverage (Dublin)](https://jobs.opennash.com/companies/bank-of-ny-mellon/jobs/357e0695cf2f884c7f0d/)

Dublin, Co. Dublin, Ireland

## Similar jobs at other companies

### [Ops-Ba / IWM](https://jobs.opennash.com/companies/nomura/jobs/c3f9941002e72eb00844/)

Nomura · Mumbai, IN

### [Private Bank Analyst - Portfolio Manager](https://jobs.opennash.com/companies/huntington-bank/jobs/fb157902cb4e21fd3231/)

Huntington Bank · Columbus, OH

### [Portfolio & Market Intelligence Analyst](https://jobs.opennash.com/companies/jones-lang-lasalle/jobs/c6748e7e31ab5568bbcb/)

Jones Lang LaSalle · Chicago, IL

### [Private Bank Analyst - Portfolio Manager](https://jobs.opennash.com/companies/huntington-bank/jobs/8c3cad7761a1fb2dafd3/)

Huntington Bank · Grand Rapids, MI

### [Portfolio Management Analyst - Investment Strategy](https://jobs.opennash.com/companies/aegon/jobs/42a40132af3a70e68543/)

Aegon · Cedar Rapids, Iowa

OpenNash lists jobs from employers’ own careers sites and does not handle applications.
Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

OpenNash Jobs · Official listings with dates and links to the employer. [Weekly hiring report](/reports/hiring/) · [Methodology](/methodology/)