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BNY · 1 month ago

Senior Associate, Client Reporting/Performance

500 Grant Street, Pittsburgh, PA, 15258, US

Full-time

Onsite

Senior Level

5+ years exp

BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. The Senior Associate Client Reporting/Performance will monitor client portfolio performance, develop automation for data analysis, and provide expert guidance to clients and less experienced associates.

Financial Services

Responsibilities

Monitor and report on client portfolio performance; own online tools and reporting platform, troubleshoot and manage issues with platform; answer escalated inquiries from clients regarding risk management, asset allocation, and portfolio performance measured against peers; apply industry research to predict future industry trends

Develop automation and streamline workflows using Python, Excel, Access, VB or Power BI to analyze accounting data for performance and risk measurement calculation

Serves as the organization's expert regarding the different product lines and takes the opportunity to answer escalated inquiries

Provides guidance to less experienced associates when reporting on portfolio performance and when providing guidance to clients in the areas of risk management and portfolio allocation