Specialist, Client Performance

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

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 #LifeAtBNY 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

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.