Associate, Client Performance jobs in United States
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BNY · 2 months ago

Associate, Client Performance

BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. The Associate role within the Client Performance team involves monitoring and collecting data on client portfolios, conducting research on industry trends, and providing clients with information to assist in decision-making regarding risk management and portfolio performance.

Financial Services

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

Qualification

Data analysisClient reportingTrading experienceResearch skillsTechnical expertise

Required

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

Benefits

Highly competitive compensation
Benefits
Wellbeing programs
Flexible global resources and tools
Generous paid leaves
Paid volunteer time

Company

For more than 240 years BNY has partnered alongside clients, using its expertise and platforms to help them operate more efficiently and accelerate growth.

Funding

Current Stage
Late Stage

Leadership Team

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Brian A. Ruane
CEO Government Securities Services & Global Client Management
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Chris Kearns
CEO, Depositary Receipts
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Company data provided by crunchbase