Associate, Client Reporting/Performance II

10 hours ago

Pune, India BNY Full time

Were seeking a future team member for the role of Associate, Client Reporting/Performance II to join our Client Reporting team within BNY Investments. This role is located in Pune, MH HYBRID.

In this role, youll make an impact in the following ways:

  • Delivering accurate, timely, and comprehensive reports to clients on their portfolios, transactions, and holdings.
  • Develops technical expertise regarding product offerings in order to act as a resource to clients.
  • Continuously improving reporting processes and tools to enhance client experience
  • Answers any inquiries from clients regarding the nature of investment products and their portfolios along with inquiries regarding managing portfolio risk and asset allocation
  • Supports the maintenance of the online platform utilized by clients to generate reports on their portfolios and portfolio performance.

To be successful in this role, were seeking the following:

  • Bachelors or masters degree in Finance or equivalent combination of education and experience is required.
  • 5+ years of total experience in Client Reporting or Operations within Financial services preferred
  • Ability to have clear and professional communication with clients and internal teams
  • Knowledge of Investment Management business process, data flows, types of reports & systems etc.
  • Strong knowledge of Microsoft 365 suite & associated applications.

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