The Bank of New York Mellon Corporation

Senior Associate, Client Reporting/Performance

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 client portfolio performance
  • Expertise in risk management and asset allocation
  • People leadership experience (if applicable)

Responsibilities

  • Monitor and report on client portfolio performance
  • Manage online tools and reporting platform, addressing any issues
  • Handle escalated client inquiries regarding risk management and asset allocation
  • Apply industry research to forecast future trends
  • Guide junior associates on performance reporting
  • Act as expert on various product lines for escalated client concerns
  • Enhance online platform for client report generation
  • Train clients on report production and improve client experience
  • Publish white papers on industry trends
  • Contribute to team goals

Benefits

  • Access to flexible global resources for personal and financial goals
  • Generous paid leave options, including paid volunteer time
  • Participation in a competitive 401(k) plan
  • Medical, dental, vision, and basic life insurance coverage
  • Focus on health and resilience through well-being programs
  • Support for family and personal life moments
Full Job Description
Senior Associate, Client Reporting/Performance

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

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

Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

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 employee's 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 "at will" 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.

About The Bank of New York Mellon Corporation

Mellon Financial Corporation (NYSE: MEL) is a global financial services company. Headquartered in Pittsburgh, Mellon is one of the world's leading providers of financial services for institutions, corporations and affluent individuals, providing institutional asset management, mutual funds, private wealth management, asset servicing, human resources services and treasury services. Mellon has approximately $2.9 trillion in assets under management, administration or custody, including $581 billion under management. Its asset management companies include The Dreyfus Corporation and U.K.-based Newton Investment Management Limited.

The Bank of New York Mellon Corporation Careers

Join the prestigious team at The Bank of New York Mellon Corporation, a global leader in investment management and investment services. We are committed to excellence and innovation in everything we do. Work You’ll Do At The Bank of New York Mellon Corporation, you will be part of a company that values professional growth and leadership development. Our team is dedicated to fostering an inclusive culture where diversity and innovation thrive. Join us to help redefine the future of finance, leveraging cutting-edge technology and sustainable practices. Lead in a Unique Market Position The Bank of New York Mellon Corporation stands at the forefront of the financial industry, combining deep industry expertise with robust financial practices to drive market leadership. Our professionals are equipped with top-tier skills and are part of a dynamic team that leads with integrity and excellence. Explore Job Opportunities and Internships Whether you're starting your career or looking to advance it, The Bank of New York Mellon Corporation offers a range of job opportunities and internships that will harness your potential and expand your capabilities. From finance to technology, discover how you can contribute to our global success. Innovate and Grow Engage in work that matters with a team that values innovation and strategic thinking. At The Bank of New York Mellon Corporation, your ideas will fuel our shared ambition for growth and excellence in the financial sector. Be Part of a Great Team Our team at The Bank of New York Mellon Corporation is our greatest asset. We invest in our employees through benefits, diversity training, and a supportive network that encourages career development and personal growth. Future-Proof Your Career With The Bank of New York Mellon Corporation, your career is poised for success. Our commitment to employee development is reflected in our comprehensive training programs and our support for professional certifications and advancement. Stay Connected Join Our Team Search for open positions that match your skills and interests. We are looking for dedicated, curious, and innovative professionals who are ready to make an impact. Keep Up to Date Stay informed with the latest industry trends, career tips, and insights—all from the experts at The Bank of New York Mellon Corporation. Job Alert Emails Customize your experience by subscribing to job alerts and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities that await at The Bank of New York Mellon Corporation. Explore, innovate, and lead with us. Shape your future at The Bank of New York Mellon Corporation where your career development is integrated with our global mission to lead the financial industry.
Learn more about The Bank of New York Mellon Corporation
Size
49,600 employees
Market Cap
$36 billion
Industry
Net Income
$3.6 billion
Founded
1784
5 Year Trend
-4.5%
NASDAQ

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