Senior Specialist, Client Reporting/Performance

About the role

The Senior Specialist, Client Reporting/Performance role is located in Pittsburgh, PA. This role is responsible for monitoring and reporting on client portfolio performance, owning the online tools and reporting platform, troubleshooting issues, managing platform-related problems, answering escalated client inquiries, applying industry research to predict future trends, publishing white papers on industry trends and opportunities, and training clients on report production.

Responsibilities

• Makes sure client portfolio performance is accurately monitored and reported.
• Owes the online tools and reporting platform, resolves issues, and addresses platform-related problems.
• Handles escalated client inquiries regarding risk management, asset allocation, and portfolio performance compared to peers.
• Predicts future trends using industry research and publishes white papers on industry trends and opportunities for product and capability revenue expansion.
• Trains clients on report production and enhances the client experience by addressing client concerns and needs.

Requirements

• A bachelor’s degree or equivalent combination of education and experience is required.
• At least 5-7 years of total work experience is preferred.
• Experience in trading or brokerage is preferred.
• Knowledge of client portfolio performance reporting, risk management, asset allocation, and performance analysis is required.
• May have people management responsibilities in some geographies and provides guidance to less experienced staff.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience is required.
• 5–7 years of total work experience preferred.
• Experience in trading or brokerage preferred.
• Knowledge of client portfolio performance reporting, risk management, asset allocation, and performance analysis is required.
• May have people management responsibilities in some geographies and provides guidance to less experienced staff.

Skills

• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to manage multiple tasks and prioritize effectively.
• Proficiency in relevant software and platforms.

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

The Senior Specialist, Client Reporting/Performance role is full-time and permanent.