BNY · 2 months ago
Associate, Client Reporting/Performance II
500 Grant Street, Pittsburgh, PA, 15258, US
Full-time
Onsite
Mid Level
3+ years expBNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. They are seeking an Associate Client Reporting/Performance II to monitor client portfolio performance, maintain reporting platforms, and respond to client inquiries regarding investment products and asset allocation.
Financial Services
Responsibilities
Monitor and report on client portfolio performance
Maintain online tools and reporting platforms utilized by clients
Respond to client inquiries regarding investment products, portfolio management, risk, and asset allocation
Develop research analyses to understand industry trends and provide insights
Provide analysis and develop reports related to account activities, performance, and investment practices
Serve as a first-level escalation point for client inquiries
Continuously develop knowledge of various product offerings to address client concerns effectively
Train clients on report production and platform usage
Interpret and suggest program or service improvements to enhance client experience
Research market and industry trends to identify opportunities for product and revenue growth
Provide guidance to less experienced Client Reporting and Performance staff as needed
Contribute to the achievement of team goals
May have people management responsibilities in some geographies
Qualification
Required
Bachelor's degree or the equivalent combination of education and experience
3-5 years of total work experience preferred
Experience in trading or brokerage preferred
People leadership experience where applicable
Benefits
Highly competitive compensation
Benefits
Wellbeing programs
Flexible global resources and tools
Generous paid leaves
Paid volunteer time
Company
BNY
We help make money work for the world — managing it, moving it and keeping it safe.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Brian A. Ruane
CEO Government Securities Services & Global Client Management
Chris Kearns
CEO, Depositary Receipts
Recent News
PR Newswire
2024-11-01
Company data provided by crunchbase