Senior Associate, Client Reporting/Performance

About the role

This role is located in Pittsburgh. The responsibilities include:

• Makes sure client portfolio performance is monitored and reported.
• Owes the online tools and reporting platform, fixing any issues and managing the platform.
• Answers complex questions from clients about risk management, asset allocation, and portfolio performance compared to peers.
• Uses industry research to predict future trends in the industry.
• Provides guidance to less experienced colleagues on portfolio performance reporting and client guidance in risk management and portfolio allocation.
• Serves as the organization's expert on different product lines and handles escalated inquiries.
• Maintains and improves the online platform used by clients to generate portfolio reports.
• Trains clients on report production and listens to their concerns to improve the client experience.
• Publishes white papers on industry trends and looks for opportunities to increase revenues from products and capabilities.
• Might have people management responsibilities in some geographies and provides guidance to less experienced staff as needed.
• Contributes to the achievement of team goals.

  Requirements

  A bachelor’s degree or the equivalent combination of education and experience is required. Five to seven years of total work experience are preferred, especially in trading or brokerage. Strong knowledge of client portfolio performance, risk management, and asset allocation is essential. People leadership experience is desirable, particularly if applicable.

  Qualifications

  The qualifications for this role include:

  • Bachelor’s degree or equivalent combination of education and experience.
  • Five to seven years of total work experience, preferably in trading or brokerage.
  • Strong knowledge of client portfolio performance, risk management, and asset allocation.
  • People leadership experience (if applicable).

  Skills

  To succeed in this role, candidates should possess:

  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • Ability to manage multiple tasks and prioritize effectively.
  • Knowledge of financial markets and investment strategies.
  • Experience with financial software and platforms.

  Benefits

  At BNY, we offer:

  • Competitive compensation packages.
  • Flexible global resources and tools for your life’s journey.
  • Health, dental, and vision insurance.
  • Basic life insurance.
  • Generous paid leave, including paid volunteer time.
  • 401(k) plan eligibility.
  • Various paid time off benefits, such as vacation and sick time.

  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

  The schedule for this role is not specified, but it is an "at will" position and the company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.