BNY · 5 hours ago
Associate, Client Reporting/Performance II
Pittsburgh, PA
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. The Associate, Client Reporting/Performance II role involves monitoring client portfolio performance, maintaining reporting tools, responding to client inquiries, and developing research analyses to enhance client experience.
Financial Services
Responsibilities
Monitor and report on client portfolio performance
Maintain online tools and reporting platform, including training clients on report production
Respond to client inquiries regarding investment products, portfolio management, risk, and asset allocation
Develop research analyses to understand industry trends and suggest improvements to enhance client experience
Qualification
Required
Bachelor's degree or the equivalent combination of education and experience
Ability to provide guidance to less experienced Client Reporting and Performance staff as needed
Preferred
3-5 years of total work experience preferred
Experience in trading or brokerage preferred
Benefits
Highly competitive compensation
Benefits
Wellbeing programs
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