Senior Associate, Client Reporting/Performance

BNY Mellon

$75K — $95K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent experience
  • 5-7 years of work experience preferred
  • Experience in trading or brokerage preferred
  • Strong knowledge of portfolio performance, risk management, and asset allocation
  • Experience in people leadership (if applicable)

Responsibilities

  • Monitor and report on client portfolio performance
  • Manage online tools and reporting platform, troubleshooting issues as needed
  • Address escalated client inquiries related to risk management and asset allocation
  • Apply industry research to forecast future trends
  • Guide less experienced associates in performance reporting and risk management
  • Act as the product lines expert to respond to advanced inquiries
  • Maintain and improve the client reporting online platform
  • Train clients on report production and enhance their experience
  • Publish white papers on industry trends and identify revenue expansion opportunities
  • Potentially oversee people management responsibilities in certain regions

Benefits

  • Eligibility for an annual discretionary incentive award
  • Participation in a 401(k) plan
  • Company-sponsored medical, dental, and vision insurance for employees and dependents
  • Paid time off benefits like vacation and sick leave
Full Job Description
Senior Associate, Client Reporting/Performance

We9re seeking a future team member for the role of Client Reporting, Performance to join our Client Reporting and Performance team. This role is located in Pittsburgh

In this role, you9ll make an impact in the following ways:
3 Monitors and reports on client portfolio performance.
3 Owns online tools and reporting platform, troubleshoots and manages any issues with the platform.
3 Answers escalated inquiries from clients regarding risk management, asset allocation, and portfolio performance measured against their peers.
3 Applies industry research to predict future industry trends.
3 Provides guidance to less experienced Client Reporting associates on portfolio performance reporting and client guidance in risk management and portfolio allocation.
3 Serves as the organization9s expert regarding different product lines and responds to escalated inquiries.
3 Maintains and implements improvements to the online platform used by clients to generate portfolio reports.
3 Trains clients on report production and listens to client concerns to develop plans to improve client experience.
3 Publishes white papers on industry trends and identifies opportunities to expand revenues from products and capabilities.
3 May have people management responsibilities in some geographies and provides guidance to less experienced staff as needed.
3 Contributes to the achievement of team goals.

To be successful in this role, we9re seeking the following:
3 Bachelor9s degree or the equivalent combination of education and experience.
3 5-7 years of total work experience preferred.
3 Experience in trading or brokerage preferred.
3 Strong knowledge of client portfolio performance, risk management, and asset allocation.
3 People leadership experience (if applicable).

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee9s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an 4at will4 position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

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