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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 and champions of inclusion, 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. We're seeking a future team member for the role of Vice President, IWM Portfolio Management - Special Assets to join our team. This role is located in Philadelphia, PA. In this role, you'll make an impact in the following ways:
- Administer a diverse, nationwide portfolio of complex specialty assets held in fiduciary accounts, including commercial and residential real estate, mineral interests, tangible assets, and mortgage-related assets.
- Ensure full compliance with Office of the Comptroller of the Currency (OCC) regulations and BNY policy guidelines, applying disciplined, asset-specific strategies grounded in specialty asset management policies and procedures. Proactively identify and mitigate risks; ensure operational controls and procedures are consistently applied.
- Collaborate with clients, trust counsel, third-party affiliates, and internal partners, Wealth Managers, Investment Managers, Legal, and Risk & Compliance, to deliver coordinated, high-quality outcomes.
- Meet with high-net-worth clients to understand their asset strategies and real estate investment objectives, risk tolerance, and long-term goals. Discuss current market conditions; implement investment strategies for complex assets aligned with client goals, risk tolerance, policies, and applicable regulations.
- Contribute to firm profitability through retention and expansion of existing client relationships.
- Portfolio Administration: Lead end-to-end management of specialty assets, including due diligence including annual inspections, Regulation 9 and capital improvement project oversight, valuation monitoring, performance management, documentation, and execution of asset strategies.
- Client & Stakeholder Engagement: Present clear, actionable recommendations; translate complex asset considerations into client-friendly insights; coordinate with internal and external stakeholders to resolve issues and advance objectives.
- Investment Strategy Execution: Implement strategies consistent with investment policies and philosophies; monitor market trends and asset-level dynamics; adjust tactics to support client objectives within regulatory frameworks.
- Growth & Retention: Strengthen relationships, increase share of wallet, and support new business development by delivering trusted advice and responsive service.
To be successful in this role, we're seeking the following:
- Bachelor's degree or the equivalent combination of education and experience is required; MBA and/or CFA preferred
- 3-5 years prior financial/investment experience
- Strong analytical and research skills related to portfolio management
- Experience working with domestic and international investment portfolios
- No direct people leadership responsibilities
- Experience managing specialty assets within fiduciary, trust, or wealth management environments; knowledge of real estate, mineral interests, tangible assets, and mortgage-related assets.
- Strong understanding of OCC regulations, fiduciary standards, and internal policy frameworks.
- Excellent analytical, research, communication, and organizational skills; ability to manage complex, multi-party engagements.
At BNY, our culture speaks for itself, check out the latest BNY news at:
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.
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BNY Mellon
Dec 23, 2025