Associate, Client Reporting/Performance II

BNY External Career Site • Pittsburgh, PA

65d

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 Client Reporting/ Performance - II to join our team. This role is located Pittsburgh PA.

Requirements

• Bachelor’s degree or the equivalent combination of education and experience.
• 3-5 years of total work experience preferred.
• Experience in trading or brokerage preferred.
• People leadership experience where applicable.

Responsibilities

• Monitor and report on client portfolio performance.
• Maintain online tools and reporting platforms utilized by clients.
• Respond to client inquiries regarding investment products, portfolio management, risk, and asset allocation.
• Develop research analyses to understand industry trends and provide insights.
• Provide analysis and develop reports related to account activities, performance, and investment practices.
• Serve as a first-level escalation point for client inquiries.
• Continuously develop knowledge of various product offerings to address client concerns effectively.
• Train clients on report production and platform usage.
• Interpret and suggest program or service improvements to enhance client experience.
• Research market and industry trends to identify opportunities for product and revenue growth.
• Provide guidance to less experienced Client Reporting and Performance staff as needed.
• Contribute to the achievement of team goals.
• May have people management responsibilities in some geographies.

Benefits

• Highly competitive compensation.
• Benefits and wellbeing programs.
• Access to flexible global resources and tools.
• Focus on health and personal resilience.
• Generous paid leaves, including paid volunteer time.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees