Senior Client Reporting & Performance Analyst

BNY Mellon; Pittsburgh (Allegheny County); On-site; USD 90,000 - 130,000; Full time

Job summary

BNY Mellon is seeking a Senior Specialist, Client Reporting/Performance to join the Fund and Client IS Ops team in Pittsburgh, PA. You will monitor client portfolio performance and manage the reporting platform, while addressing client inquiries on risk, allocation, and performance relative to peers.

The role requires a Bachelor's degree and 5–7 years of experience, with trading/brokerage exposure preferred.

Qualifications

• Bachelor's degree or equivalent 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.

Responsibilities

• Monitors and reports on client portfolio performance.
• Owns the online tools and reporting platform, troubleshoots issues, and manages platform-related problems.
• Answers escalated client inquiries regarding risk management, asset allocation, and portfolio performance measured against peers.
• Applies industry research to predict future trends and publishes white papers on industry trends and opportunities for product and capability revenue expansion.
• Trains clients on report production and improves the client experience by addressing client concerns and needs.

Skills

Portfolio reporting

Risk management

Asset allocation

Performance analysis

Education

Bachelor's degree or equivalent

Job description

BNY Mellon is seeking a Senior Specialist, Client Reporting/Performance to join the Fund and Client IS Ops team in Pittsburgh, PA. You will monitor client portfolio performance and manage the reporting platform, while addressing client inquiries on risk, allocation, and performance relative to peers.

The role requires a Bachelor's degree and 5–7 years of experience, with trading/brokerage exposure preferred.