Associate, Client Reporting/Performance I

BNY Mellon • Pittsburgh, PA

19d • Onsite

About The Position

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. We’re seeking a future team member for the role of Associate to join our Client Performance team. This role is located in Pittsburgh, PA (4 days in office per week). In this role, you’ll make an impact in the following ways: Provide assistance in monitoring and collecting data on the performance of client portfolios. Field questions about reporting systems and reports that are used and generated by clients. Conduct research on industry trends to understand key issues. Collect and analyze data from client portfolios to monitor performance and provide clients with information required to make decisions regarding risk management, portfolio allocation, and performance as related to their peers. Develop technical expertise regarding product offerings in order to act as a resource to clients. Support the maintenance of the online platform utilized by clients to generate reports on their portfolios and portfolio performance. Provide senior professionals with data gathered from client trades and concerns voiced by clients in order to improve client experience. Contribute to the achievement of team goals.

Requirements

• Bachelor’s degree or the equivalent combination of education and experience is required.
• 0-3 years of total work experience preferred.
• No direct reports.

Nice To Haves

• Experience in trading or brokerage preferred.

Responsibilities

• Provide assistance in monitoring and collecting data on the performance of client portfolios.
• Field questions about reporting systems and reports that are used and generated by clients.
• Conduct research on industry trends to understand key issues.
• Collect and analyze data from client portfolios to monitor performance and provide clients with information required to make decisions regarding risk management, portfolio allocation, and performance as related to their peers.
• Develop technical expertise regarding product offerings in order to act as a resource to clients.
• Support the maintenance of the online platform utilized by clients to generate reports on their portfolios and portfolio performance.
• Provide senior professionals with data gathered from client trades and concerns voiced by clients in order to improve client experience.
• Contribute to the achievement of team goals.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level