Senior Specialist, 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 and champions of inclusion, 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 Senior Specialist, Client Reporting/Performance, to join our Fund and Client IS Ops team. This role is located in Pittsburgh, PA.
Requirements
- Bachelor’s degree or the equivalent combination of education and experience is required.
- Knowledge of client portfolio performance reporting, risk management, asset allocation, and performance analysis.
Nice To Haves
- 5–7 years of total work experience preferred.
- Experience in trading or brokerage preferred.
- May have people management responsibilities in some geographies and provides guidance to less experienced staff.
Responsibilities
- Monitors and reports on client portfolio performance.
- Owns the online tools and reporting platform, troubleshoots issues, and manages platform-related problems.
- Answers escalated client inquiries regarding risk management, asset allocation, and portfolio performance measured against peers.
- Applies industry research to predict future trends and publishes white papers on industry trends and opportunities for product and capability revenue expansion.
- Trains clients on report production and improves the client experience by addressing client concerns and needs.
Benefits
- highly competitive compensation
- benefits
- wellbeing programs
- flexible global resources and tools
- Focus on your health
- foster your personal resilience
- reach your financial goals
- generous paid leaves
- paid volunteer time
- medical, dental, vision, and basic life insurance plans
- various paid time off benefits, such as vacation and sick time
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What This Job Offers
Job Type
Full-time
Career Level
Senior
