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Associate, Client Reporting/Performance II

BNY
UNITED STATES, PA, PITTSBURGH
  • Finance
  • Full-time
  • client reporting
  • portfolio performance
  • investment products

Our job summary

The Associate, Client Reporting/Performance II at BNY Mellon monitors and reports on client portfolio performance while maintaining reporting platforms and training clients on report production. The role involves responding to client inquiries related to investment products, portfolio management, and risk, as well as conducting research to identify industry trends and improve client experiences. This position requires 3-5 years of experience, preferably in trading or brokerage, and provides guidance to junior staff within the Loan Enablement Operations team.


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