Senior Associate, Client Reporting/Performance
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. About BNY Investments: BNY Investments is a division of BNY, one of the world's largest and most-trusted financial services groups. BNY Investments is a leading investment manager, with $2.1 trillion in assets under management as of June 30, 2024. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY. We're seeking a future team member for the role of Senior Associate Client Reporting/Performance to join our BNY Investments team. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: Monitor and report on client portfolio performance; own online tools and reporting platform, troubleshoot and manage issues with platform; answer escalated inquiries from clients regarding risk management, asset allocation, and portfolio performance measured against peers; apply industry research to predict future industry trends. Develop automation and streamline workflows using Python, Excel, Access, VB or Power BI to analyze accounting data for performance and risk measurement calculation. Serves as the organization's expert regarding the different product lines and takes the opportunity to answer escalated inquiries. Provides guidance to less experienced associates when reporting on portfolio performance and when providing guidance to clients in the areas of risk management and portfolio allocation.
Requirements
- Bachelor's degree or the equivalent combination of education and experience is required.
- 5-7 years of total work experience preferred.
- Experience in investment management preferred.
- Experience performing data import/export with Oracle and SQL Server performance systems.
Responsibilities
- Monitor and report on client portfolio performance; own online tools and reporting platform, troubleshoot and manage issues with platform; answer escalated inquiries from clients regarding risk management, asset allocation, and portfolio performance measured against peers; apply industry research to predict future industry trends.
- Develop automation and streamline workflows using Python, Excel, Access, VB or Power BI to analyze accounting data for performance and risk measurement calculation.
- Serves as the organization's expert regarding the different product lines and takes the opportunity to answer escalated inquiries.
- Provides guidance to less experienced associates when reporting on portfolio performance and when providing guidance to clients in the areas of risk management and portfolio allocation.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Number of Employees
5,001-10,000 employees
