Specialist, Client Performance

BNY; Pittsburgh (Allegheny County); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) plan

Medical insurance

Dental insurance

Vision insurance

Life insurance

Paid time off

Volunteer time off

Job summary

BNY in Pittsburgh seeks an Associate to join the Client Performance team. The role is based in Pittsburgh, PA with 4 days in office per week, offering exposure to portfolio performance analytics and client reporting.

You will support data collection, respond to client inquiries, and help translate market trends into actionable insights for risk management and portfolio decisions. The ideal candidate has a bachelor’s degree and up to three years of experience, with trading or brokerage experience

Qualifications

• Bachelor’s degree or equivalent 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 client portfolio performance.
• Answer questions about reporting systems and reports used by clients.
• Conduct research on industry trends to understand key issues.
• Collect and analyze data from client portfolios to monitor performance and inform risk/portfolio decisions.
• Develop technical expertise regarding product offerings to assist clients.
• Maintain the online platform used to generate client reports.
• Provide senior professionals with data from client trades to improve client experience.
• Contribute to team goals.

Skills

Data analysis

Research skills

Client service

Communication

Education

Bachelor’s degree

Tools

Reporting platforms

Job description

JOB DESCRIPTION

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, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Associate to join our Client Performance team. This role is located in Pittsburgh, PA (4 days in office per week).

In this role, you’ll make an impact in the following ways:

• 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.

To be successful in this role, we’re seeking the following:

• 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.

At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn

Here’s a Few Of Our Recent Awards:

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits And Rewards:

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.

Same Posting Description for Internal and External Candidates

ABOUT THE TEAM

At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn

Here’s a Few Of Our Recent Awards:

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits And Rewards:

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.

BNY assesses market data to ensure a competitive compensation package for our employees. 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. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.