Associate, Client Reporting/Performance II
Listed on 2026-03-12
-
Finance & Banking
Financial Manager, Financial Consultant
Associate Client Reporting/Performnce
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 worlds 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.
Were seeking a future team member for the role of Client Reporting, Performance - IC1 to join our team. This role is based in Pittsburgh PA.
In this role, youll make an impact in the following ways:
Assist in monitoring and collecting data on the performance of client portfolios
Field questions about reporting systems and reports used and generated by clients
Conduct research on industry trends to understand key issues affecting client portfolios
Collect and analyze data from client portfolios to monitor performance and provide clients with information for risk management, portfolio allocation, and peer comparison
Develop technical expertise regarding product offerings to act as a resource to clients
Support the maintenance of the online platform used by clients to generate portfolio and performance reports
Provide senior professionals with data gathered from client trades and client concerns to improve client experience
To be successful in this role, were seeking the following:
Bachelors degree or equivalent combination of education and experience
0-3 years of total work experience preferred
Experience in trading or brokerage preferred
Strong analytical and research skills
No direct people leadership required
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY Linked In
Heres a few of our recent awards:
Americas Most Innovative Companies, Fortune, 2025
Worlds 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 lifes 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.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).