Associate, Client Reporting/Performance I
at BNY Mellon
Posted 17 days ago
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BNY Mellon is seeking an Associate in Client Reporting/Performance to join the Client Reporting team in Pune. The role delivers accurate, timely portfolio, transaction, and holdings reports to clients, supports client inquiries about investment products and portfolio risk, and helps maintain the online reporting platform. The position involves developing technical expertise in product offerings, improving reporting processes and tools, and collaborating with internal teams to enhance client experience.
- Compensation
- Not specified
- City
- Pune
- Country
- India
Currency: Not specified
Full Job Description
Associate, Client Reporting/Performance I
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 I to join our Client Reporting team within BNY Investments. This role is located in Pune.
In this role, you’ll make an impact in the following ways:
- Delivering accurate, timely, and comprehensive reports to clients on their portfolios, transactions, and holdings.
- Develops technical expertise regarding product offerings in order to act as a resource to clients.
- Continuously improving reporting processes and tools to enhance client experience
- Answers any inquiries from clients regarding the nature of investment products and their portfolios along with inquiries regarding managing portfolio risk and asset allocation
- Supports the maintenance of the online platform utilized by clients to generate reports on their portfolios and portfolio performance.
To be successful in this role, we’re seeking the following:
- Bachelor’s or master’s degree in Finance or equivalent combination of education and experience is required.
- 4+ years of total experience in Client Reporting or Operations within Financial services preferred
- Ability to have clear and professional communication with clients and internal teams
- Knowledge of Investment Management business process, data flows, types of reports & systems etc.
- Strong knowledge of Microsoft 365 suite & associated applications.
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.
