Associate, Client Performance

About the role

This role is located in Pittsburgh, PA (4 days in office per week).

Responsibilities

• Provide assistance in monitoring and collecting data on the performance of client portfolios.
• Field questions about reporting systems and reports that are used and generated by clients.
• Conduct research on industry trends to understand key issues.
• Collect and analyze data from client portfolios to monitor performance and provide clients with information required to make decisions regarding risk management, portfolio allocation, and performance as related to their peers.
• Develop technical expertise regarding product offerings in order to act as a resource to clients.
• Support the maintenance of the online platform utilized by clients to generate reports on their portfolios and portfolio performance.
• Provide senior professionals with data gathered from client trades and concerns voiced by clients in order to improve client experience.
• Contribute to the achievement of team goals.

Requirements

• Bachelor’s degree or the equivalent combination of education and experience is required.
• 0-3 years of total work experience preferred.
• Experience in trading or brokerage preferred.

Qualifications

• No direct reports.

Skills

• Technical expertise regarding product offerings.

Benefits

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.

Pay

The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience.

Schedule

This role is located in Pittsburgh, PA (4 days in office per week).