Lead Analyst, Client Reporting/Performance

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. 
  • 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. 
  • 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.

What we can offer you:
  • Full time contract of employment
  • Competitive salary
  • Health & Life Insurance
  • Multisport card / Cinema Tickets / Nursery subsidiary
  • Pension scheme
  • Excellent opportunities for training, growth and professional development
  • Opportunities to engage in diverse projects due to growth of business migrations
  • A multitude of opportunities to get involved in additional charity projects
  • A collaborative culture and great teams

BNY Mellon is an Equal Employment Opportunity Employer.
Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

Primary Location: Poland-Dolnoslaskie-Wroclaw
Job: Asset Servicing
Internal Jobcode: 70095
Organization: Total Global Risk Solutions-HR09564
Requisition Number: 1917908