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BNY · 2 hours ago

Associate, Client Performance

Pittsburgh, PA

Full-time

Onsite

New Grad, Entry Level

0+ years exp

BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. The Associate in the Client Performance team will monitor and collect data on client portfolios, conduct research on industry trends, and support client reporting systems.

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