Senior Associate 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, 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.
About BNY Investments:
BNY Investments is a division of BNY, one of the world’s largest and most-trusted financial services groups. BNY Investments is a leading investment manager, with $2.1 trillion* in assets under management as of June 30, 2024. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY.
We’re seeking a future team member for the role of Senior Associate Client Reporting/Performance to join our BNY Investments team. This role is located in Pittsburgh, PA.
In this role, you’ll make an impact in the following ways:
- Monitor and report on client portfolio performance; own online tools and reporting platform, troubleshoot and manage issues with platform; answer escalated inquiries from clients regarding risk management, asset allocation, and portfolio performance measured against peers; apply industry research to predict future industry trends.
- Develop automation and streamline workflows using Python, Excel, Access, VB or Power BI to analyze accounting data for performance and risk measurement calculation.
- Serves as the organization's expert regarding the different product lines and takes the opportunity to answer escalated inquiries.
- Provides guidance to less experienced associates when reporting on portfolio performance and when providing guidance to clients in the areas of risk management and portfolio allocation.
To be successful in this role, we’re seeking the following:
- Bachelor’s degree or the equivalent combination of education and experience is required.
- 5–7 years of total work experience preferred.
- Experience in investment management preferred.
- Experience performing data import/export with Oracle and SQL Server performance systems.
At BNY, our culture speaks for itself, check out the latest BNY news at:
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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.
