About The Position

Senior Associate Client Reporting/Performnce 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

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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