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.
We’re seeking a future team member for the role of Client Reporting, Performance to join our Client Reporting and Performance team. This role is located in Pittsburgh
In this role, you’ll make an impact in the following ways:
• Monitors and reports on client portfolio performance.
• Owns online tools and reporting platform, troubleshoots and manages any issues with the platform.
• Answers escalated inquiries from clients regarding risk management, asset allocation, and portfolio performance measured against their peers.
• Applies industry research to predict future industry trends.
• Provides guidance to less experienced Client Reporting associates on portfolio performance reporting and client guidance in risk management and portfolio allocation.
• Serves as the organization’s expert regarding different product lines and responds to escalated inquiries.
• Maintains and implements improvements to the online platform used by clients to generate portfolio reports.
• Trains clients on report production and listens to client concerns to develop plans to improve client experience.
• Publishes white papers on industry trends and identifies opportunities to expand revenues from products and capabilities.
• May have people management responsibilities in some geographies and provides guidance to less experienced staff as needed.
• Contributes 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.
• 5-7 years of total work experience preferred.
• Experience in trading or brokerage preferred.
• Strong knowledge of client portfolio performance, risk management, and asset allocation.
• People leadership experience (if applicable).
At BNY, our culture speaks for itself, check out the latest BNY news at:
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.
