Senior Associate, Client Reporting/Performance

Are you a highly skilled financial professional with a passion for driving client success? Do you have a strong understanding of client reporting and performance analysis within the banking industry? If so, we have an exciting opportunity for you to join our team at The Bank of New York Mellon as a Senior Associate, Client Reporting/Performance.As a Senior Associate, you will play a crucial role in providing our clients with accurate and timely reporting and performance insights to help them make informed investment decisions. You will work closely with various internal teams and external stakeholders to ensure the delivery of high-quality services that meet and exceed our clients' expectations.To excel in this role, you must have a strong background in financial analysis and reporting, as well as excellent communication and problem-solving skills. A degree in finance, accounting, or a related field is required, along with at least 3-5 years of experience in a similar role within the banking industry. If you are a proactive, detail-oriented individual with a client-centric mindset, we would love to hear from you. Join our dynamic team and take your career to the next level with The Bank of New York Mellon.

• Develop and maintain strong relationships with clients to understand their needs and provide high-quality reporting and performance analysis services.
• Collaborate with internal teams, including portfolio managers, operations, and technology, to ensure accurate and timely delivery of client reports.
• Conduct in-depth analysis of client portfolios, identifying trends and providing insights to inform investment decisions.
• Monitor and review client performance data, ensuring accuracy and consistency.
• Proactively identify and resolve any issues or discrepancies in client reporting and performance data.
• Stay updated on industry trends and best practices to continuously improve client reporting and performance analysis processes.
• Communicate effectively with clients and internal stakeholders, providing regular updates and addressing any concerns or inquiries in a timely manner.
• Manage multiple projects and priorities to meet tight deadlines and deliver exceptional service to clients.
• Train and mentor junior team members on client reporting and performance analysis processes and procedures.
• Comply with all regulatory requirements and company policies.
• Participate in meetings and presentations with clients to discuss performance and address any questions or concerns.
• Continuously seek opportunities to improve and streamline reporting and performance analysis processes to increase efficiency and add value for clients.
• Collaborate with the sales team to develop new business opportunities and support client retention efforts.
• Represent the company in a professional and ethical manner at all times.

According to JobzMall, the average salary range for a Senior Associate, Client Reporting/Performance in Pittsburgh, PA, USA is $60,000-$90,000 per year. This may vary depending on factors such as company size, industry, and experience level.

The Bank of New York Mellon Corporation is an American worldwide banking and financial services holding company headquartered in New York City. Bank of New York was established in 1784. BNY Mellon was formed with the merger of The Bank of New York and the Mellon Financial Corporation.