BNY Mellon Careers

Analyst, Client Reporting/Performance

New York, New York
Asset Management


Job Description

Provides assistance in monitoring and collecting data on the performance of client portfolios. Fields questions about reporting systems and reports that are used and generated by clients. Conducts research on industry trends to understand key issues. Collects and analyzes data from client portfolios to monitor performance to provide management team with information required to make decisions regarding risk management, portfolio allocation, and performance as related to their peers. Develops technical expertise regarding product offerings in order to act as a resource to clients. Responsible for compiling reports and validating performance data for various Separately Managed Accounts (SMA) composites and accounts in accordance with department policies & procedures and the Global Investment Performance Standards (GIPS). Provides senior professionals with data gathered from client trades and concerns voiced by clients in order to improve client experience. No direct reports. Contributes to the achievement of team goals.

Qualifications

Bachelor’s degree or the equivalent combination of education and experience is required.

0-3 years of total work experience preferred.  Experience in trading or brokerage, SMA, wrap account, or GIPS preferred.

 

 


BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.


Primary Location: United States-New York-New York
Internal Jobcode: 70097
Job: Asset Management
Organization: IM Infrastructure-HR14826
Requisition Number: 1817072