Client Performance Analyst: Data-Driven Portfolio Insights

BNY Mellon; Pittsburgh (Allegheny County); Hybrid; USD 60,000 - 75,000; Full time

Job summary

BNY Mellon is seeking an Associate for the Client Performance team in Pittsburgh, PA. The role focuses on monitoring client portfolio performance, answering client questions on reporting systems, and researching industry trends to inform risk management and portfolio decisions.

Ideal candidates have a Bachelor's degree and 0–3 years of experience, with preferred experience in trading or brokerage. The position is located in Pittsburgh with a hybrid work arrangement (4 days in office per week).

Qualifications

• 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.
• No direct reports.

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.

Job description

BNY Mellon is seeking an Associate for the Client Performance team in Pittsburgh, PA. The role focuses on monitoring client portfolio performance, answering client questions on reporting systems, and researching industry trends to inform risk management and portfolio decisions.

Ideal candidates have a Bachelor's degree and 0–3 years of experience, with preferred experience in trading or brokerage. The position is located in Pittsburgh with a hybrid work arrangement (4 days in office per week).