Specialist Client Reporting Performance II

Job Description

"Client Reporting, Performance - IC2Monitors 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..BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.Minorities/Females/Individuals with Disabilities/Protected Veterans.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."

About Us

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 is all about. Join us and be part of something extraordinary.

About The Team

At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom & BNY LinkedIn

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.

---