What are the responsibilities and job description for the Associate, Client Reporting/Performance II position at BNY and Careers?
Associate Client Reporting/Performnce
At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We’re seeking a future team member for the role of Client Reporting, Performance - IC1 to join our team. This role is based in Pittsburgh PA.
- Assist in monitoring and collecting data on the performance of client portfolios
- Field questions about reporting systems and reports used and generated by clients
- Conduct research on industry trends to understand key issues affecting client portfolios
- Collect and analyze data from client portfolios to monitor performance and provide clients with information for risk management, portfolio allocation, and peer comparison
- Develop technical expertise regarding product offerings to act as a resource to clients
- Support the maintenance of the online platform used by clients to generate portfolio and performance reports
- Provide senior professionals with data gathered from client trades and client concerns to improve client experience
- Bachelor’s degree or equivalent combination of education and experience
- 0-3 years of total work experience preferred
- Experience in trading or brokerage preferred
- Strong analytical and research skills
- No direct people leadership required
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
- America’s Most Innovative Companies, Fortune, 2025
- World’s Most Admired Companies, Fortune 2025
- “Most Just Companies”, Just Capital and CNBC, 2025
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.