Specialist, Client 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. We’re seeking a future team member for the role of Associate to join our Client Performance team. This role is located in Pittsburgh, PA (4 days in office per week).
Requirements
- Bachelor’s degree or the equivalent combination of education and experience is required.
- 0-3 years of total work experience preferred.
- Experience in trading or brokerage preferred.
- No direct reports.
Responsibilities
- Provide assistance in monitoring and collecting data on the performance of client portfolios.
- Field questions about reporting systems and reports that are used and generated by clients.
- Conduct research on industry trends to understand key issues.
- Collect and analyze data from client portfolios to monitor performance and provide clients with information required to make decisions regarding risk management, portfolio allocation, and performance as related to their peers.
- Develop technical expertise regarding product offerings in order to act as a resource to clients.
- Support the maintenance of the online platform utilized by clients to generate reports on their portfolios and portfolio performance.
- Provide senior professionals with data gathered from client trades and concerns voiced by clients in order to improve client experience.
- Contribute to the achievement of team goals.
Benefits
- highly competitive compensation
- benefits
- wellbeing programs
- flexible global resources and tools
- generous paid leaves
- paid volunteer time
- medical insurance
- dental insurance
- vision insurance
- basic life insurance
- 401(k) plan
- vacation
- sick time
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
