Senior Specialist, Client Reporting/Performance

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

Overview

Senior Specialist, Client Reporting/Performance

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what LifeAtBNY is all about. Join us and be part of something extraordinary.

Role and Team

We’re seeking a future team member for the role Senior Specialist, Client Reporting/Performance to join our Fund and Client IS Ops team. This role is located in Pittsburgh, PA.

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.

Qualifications

• Bachelor's degree or the 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.
• May have people management responsibilities in some geographies and provides guidance to less experienced staff.

Benefits and Inclusion

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.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.