Associate, Client Reporting/Performance I
2 weeks ago
Associate, Client Reporting/Performance I
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We’re seeking a future team member for the role of Associate, Client Reporting/Performance I to join our Asset Management Division, Client Solutions Group team. This role is located in Pune, MH –HYBRID.
In this role, you’ll make an impact in the following ways:
- The Client Solutions Group includes Client Directors, Solution Designers, Client Service and Fixed Income Investment Specialist Teams, working together to provide a range of segregated and pooled fund clients a best in class client experience. This role would work on a range of functionally aligned tasks in support of the Client Solutions Group. The tasks will include collation and production of MIS / Metrics, production of bespoke client specific reporting for onward delivery to London, internal reporting to CSG and SalesForce / SharePoint client platform maintenance.
- Collation and production of a suite of internal MIS. To include monitoring client quarterly report deliver (TIR), Transfer Agent MIS, money market client metrics, AUM by strategy analysis, Preparation of periodic client KYC reviews
- Production of a suite of client specific bespoke reports either whilst we wait for Client Reporting Team to assume control or where the reporting is best suited to stay in CSG. These reports will usually be recurring reports but could also be ad-hoc requests (exposure, collateral adequacy etc).
- Audit requests for segregated clients will also fall into this function.
To be successful in this role, we’re seeking the following:
- Minimum 3-4 years of experience in relevant business area will be preferred.
- This role will support CSG across a range of client types (direct, pooled IMA and segregated). A knowledge of institutional asset management would be ideal. There will be no direct client contact at outset but an understanding of the role of transfer agent, consultant, custodian and other third parties would be valuable context.
- The nature of the reporting could be complex and so good attention to detail will be required. Where anything is unclear, we will expect the individual to ask for clarity and assistance and so a self-starter with proactive communication would be ideal.
- The role will not deal directly with clients or representatives of the client at outset but will be providing information and reporting that will be onward delivered to clients. The timeliness and accuracy of such output will have an impact on our client service offering. The risk and control functions will also help ensure we meet our regulatory obligations (KYC / MIFID / EMIR).
- Proactive, result-oriented, high integrity and willingness to learn.
- Good communication skills – written and oral
- Ability to prioritise across diverse deliverables.
At BNY, our culture speaks for itself. Here’s a few of our awards:
- America’s Most Innovative Companies, Fortune, 2024
- World’s Most Admired Companies, Fortune 2024
- Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
- Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
- “Most Just Companies”, Just Capital and CNBC, 2024
- Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
- Bloomberg’s Gender Equality Index (GEI), 2023
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 is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
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