BNY Mellon Careers

Lead Analyst - Client Reporting and Performance

New York, New York
Customer/Client Service

Job Description

Monitors and reports on client portfolio performance. Owns online tools and reporting platform, troubleshoots and manages any issues with 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.  Other responsibilities may include:
  • Provides guidance to less experienced Client Reporting associates when reporting on portfolio performance and when providing guidance to clients in the areas of risk management and portfolio allocation. 
  • Serves as the organizations expert regarding the different product lines and takes the opportunity to answer escalated inquiries. 
  • Maintains the online platform utilized by clients to generate reports on their portfolios and portfolio performance. Implements improvements to systems. Trains clients on report production.  
  • Listens to and evaluates client concerns and needs, and develops plans to improve client experience. Publishes white papers on industry trends and reports on areas where revenues from products and product capabilities can be expanded.  
  • Incumbent with liaise and collaborate with clients as well as internal stakeholders from Product, Technology, Operations, Service, Etc.
May have people management responsibilities in some geographies. Provides guidance to less experienced Client Reporting and Performance staff as needed. Contributes to the achievement of team goals.  


Bachelors degree or the equivalent combination of education and experience is required. 5-7 years of total work experience preferred. Experience in trading or brokerage 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: 70095
Job: Customer/Client Service
Organization: Client Experience Admin-HR16349
Requisition Number: 1819012