Associate, Client Reporting/Performance II

BNY
UNITED STATES, PA, PITTSBURGH

Finance
Full-time
client reporting
portfolio performance
investment analysis

Our job summary

The Associate Client Reporting/Performance II at BNY Mellon is responsible for monitoring and reporting client portfolio performance, maintaining reporting platforms, and responding to client inquiries related to investment products and portfolio management. The role involves conducting industry research, developing analytical reports, training clients on platform usage, and providing guidance to junior staff, with possible people management duties. This position requires 3-5 years of experience, preferably in trading or brokerage, and focuses on enhancing client experience and supporting team goals within a global financial services environment.

Associate Client Reporting Performance II

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 Client Reporting/ Performance - II to join our team. This role is located Pittsburgh PA.

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

Monitor and report on client portfolio performance.
Maintain online tools and reporting platforms utilized by clients.
Respond to client inquiries regarding investment products, portfolio management, risk, and asset allocation.
Develop research analyses to understand industry trends and provide insights.
Provide analysis and develop reports related to account activities, performance, and investment practices.
Serve as a first-level escalation point for client inquiries.
Continuously develop knowledge of various product offerings to address client concerns effectively.
Train clients on report production and platform usage.
Interpret and suggest program or service improvements to enhance client experience.
Research market and industry trends to identify opportunities for product and revenue growth.
Provide guidance to less experienced Client Reporting and Performance staff as needed.
Contribute to the achievement of team goals.
May have people management responsibilities in some geographies.

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

Bachelor’s degree or the equivalent combination of education and experience.
3-5 years of total work experience preferred.
Experience in trading or brokerage preferred.
People leadership experience where applicable.

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.

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

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