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BNY · 1 day ago

Associate, Client Reporting/Performance II

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. They are seeking a Client Reporting/Performance Associate to assist in monitoring client portfolio performance, conducting research on industry trends, and providing data to enhance client experience.

Financial Services

Responsibilities

Assist in monitoring and collecting data on the performance of client portfolios

Field questions about reporting systems and reports used and generated by clients

Conduct research on industry trends to understand key issues affecting client portfolios

Collect and analyze data from client portfolios to monitor performance and provide clients with information for risk management, portfolio allocation, and peer comparison

Develop technical expertise regarding product offerings to act as a resource to clients

Support the maintenance of the online platform used by clients to generate portfolio and performance reports

Provide senior professionals with data gathered from client trades and client concerns to improve client experience