BNY Mellon Careers

Sr Analyst, Clt Reporting/Perf (Compliance)

Tacoma, Washington
Asset Servicing

Job Description

Client Reporting, Performance - IC2 Monitors and reports on client portfolio performance. Maintains online tools and reporting platform. Answers any inquiries from clients regarding the nature of investment products and their portfolios along with inquiries regarding managing portfolio risk and asset allocation. Develops research analyses to understand industry trends. Provides analysis and development of reports related to all aspects of account activities, performance, and investment related practices and procedures. Serves as a first level escalation point for client inquiries. Continues to develop knowledge on various product offerings and in order to address client inquiries and concerns. Maintains the online platform utilized by clients to generate reports on their portfolios and portfolio performance. Trains clients on report production. Interprets and suggests programs or improvements to services delivered in order to improve client experience. Researches market and industry trends in order to identify areas for product and revenue growth. 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. 3-5 years of total work experience preferred. Experience in trading or brokerage preferred. Preferred Skills: Experience in client-facing or project management preferred. Ability to organize, prioritize, and complete tasks from a variety of elements. Strong attention to detail and solution oriented. High quality and timeliness standards. Financial Acumen and experience working in institutional finance highly preferred















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

Primary Location: United States-Washington-Tacoma
Internal Jobcode: 70096
Job: Asset Servicing
Organization: Total Global Risk Solutions-HR09564
Requisition Number: 1912200