Senior Specialist, Client Reporting/Performance

About the role

This role is based in Pittsburgh PA. Assist in monitoring and collecting data on the performance of client portfolios.

Responsibilities

• 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

Qualifications

• Bachelor's degree or equivalent combination of education and experience
• 0-3 years of total work experience preferred
• Experience in trading or brokerage preferred

Skills

• Strong analytical and research skills

Benefits

• Highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and pay-for-performance philosophy
• Access to flexible global resources and tools for your life's journey
• Focus on health, foster personal resilience, and reach financial goals
• Generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter
• Eligibility for an annual discretionary incentive award
• 401(k) plan participation
• Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and eligible dependents
• Various paid time off benefits, including vacation and sick time