Associate, Client Reporting/Performance II
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 Client Reporting, Performance - IC1 to join our team. This role is based in Pittsburgh PA. In this role, you’ll make an impact in the following ways:
Requirements
- Bachelor’s degree or equivalent combination of education and experience
- 0-3 years of total work experience preferred
- Experience in trading or brokerage preferred
- Strong analytical and research skills
- No direct people leadership required
Responsibilities
- Assist in monitoring and collecting data on the performance of client portfolios
- Field questions about reporting systems and reports used and generated by clients
- Conduct research on industry trends to understand key issues affecting client portfolios
- Collect and analyze data from client portfolios to monitor performance and provide clients with information for risk management, portfolio allocation, and peer comparison
- Develop technical expertise regarding product offerings to act as a resource to clients
- Support the maintenance of the online platform used by clients to generate portfolio and performance reports
- Provide senior professionals with data gathered from client trades and client concerns to improve client experience
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
