Associate, Client Reporting/Performance II
at BNY Mellon
Posted 17 days ago
No clicks
BNY Mellon is seeking an Associate in Client Reporting/Performance to monitor and report on client portfolio performance and maintain client-facing reporting platforms. The role responds to client inquiries on investment products, portfolio management, risk, and asset allocation, while developing research analyses and performance reports. The position involves training clients on report production, suggesting service improvements, and may include people management responsibilities and mentoring less experienced staff. Located in Pittsburgh, the role supports product and revenue growth through market research and client-focused enhancements.
- Compensation
- Not specified
- City
- Pittsburgh
- Country
- United States
Currency: Not specified
Full Job Description
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:
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.
