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Associate, Client Reporting/Performance I
2 weeks ago
Were seeking a future team member for the role of Associate, Client Reporting/Performance I to join our Client Reporting team within BNY Investments.
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.
- 3+ 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.
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 lifes 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.
