
Senior Associate, Client Reporting/Performance
About the role
Senior 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 #Life AtBNY 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.
In this role, you’ll make an impact in the following ways:
- 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
To be successful in this role, we’re seeking the following:
- 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
Here’s a few of our recent awards:
- 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.
About BNY Mellon
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