Vice President, Client Reporting/Performance I
6 days ago
We are seeking a highly skilled and experienced Vice President, Client Reporting/Performance I to join our Mellon Investments Corporation (India) team in Pune, MH. As a key member of our team, you will be responsible for preparing portfolio and benchmark reports, risk reports, and performance attribution reports. You will also maintain performance databases, provide analysis and development of reports related to account activities, performance, and investment practices, and answer client inquiries regarding investment products and portfolio risk management.
Key Responsibilities- Preparation of portfolio and benchmark reports, risk reports, and performance attribution reports.
- Maintenance of performance databases.
- Provides analysis and development of reports related to all aspects of account activities, performance, and investment related practices and procedures.
- Answers any inquiries from clients regarding the nature of investment products and their portfolios along with inquiries regarding managing portfolio risk and asset allocation.
- Processing various types of client reports.
- Maintains online tools and reporting platform.
- Actively work on training the new and existing team members; s/he will plan the new migrations and will make sure that all the business documents are up to-date to maintain the knowledge base.
- Coordinating with the LOB (Mellon Investments Corporation) and ensure meeting the SLA and key deliverables.
- Yearly appraisals for Direct team members.
- Work allocation/leave Management.
BNY is 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. Our culture empowers you to grow and succeed. We are 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.
Benefits and RewardsBNY 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.
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Vice President, Client Reporting/Performance I
23 hours ago
Pune, Maharashtra, India BNY Full timeRole OverviewWe are seeking a highly skilled Vice President, Client Reporting/Performance I to join our Mellon Investments Corporation (India) team in Pune, MH. This role is a hybrid position.Key ResponsibilitiesPrepare portfolio and benchmark reports, risk reports, and performance attribution reports.Maintain performance databases.Provide analysis and...
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Pune, Maharashtra, India BNY Full timeAbout the RoleWe are seeking a highly skilled and experienced Vice President, Client Reporting/Performance I to join our Mellon Investments Corporation (India) team in Pune, MH. This role is a hybrid position, combining both on-site and remote work.Key ResponsibilitiesPrepare and maintain portfolio and benchmark reports, risk reports, and performance...
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