Client Portfolio Performance Specialist

3 weeks ago


Chennai, Tamil Nadu, India BNY Full time

About the Role

We are seeking a skilled Client Portfolio Performance Specialist to join our team. In this role, you will be responsible for monitoring and reporting on client portfolio performance. You will also maintain online tools and reporting platforms, answer client inquiries, and develop research analyses to understand industry trends.

Key Responsibilities

  • Monitor and report on client portfolio performance
  • Maintain online tools and reporting platforms
  • Answer client inquiries regarding investment products and portfolio risk
  • Develop research analyses to understand industry trends
  • Review and provide feedback on client portfolio performance reports

Requirements

  • Bachelor's degree or equivalent combination of education and experience
  • 0-3 years of total work experience, with experience in trading or brokerage preferred

Award-Winning Company

BNY is a leading global financial services company, recognized for its innovative culture and commitment to diversity and inclusion. We offer competitive compensation and benefits, as well as opportunities for growth and development.



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