Ld Analyst, Clt Reporting/Perf Ld Analyst, Clt Reporting/Perf …

BNY Mellon
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Competitive
BNY Mellon
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Competitive
Ld Analyst, Clt Reporting/Perf
Client Reporting, Performance - IC3 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.

Qualifications

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.

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: United States-Massachusetts-Boston
Internal Jobcode: 70095
Job: Wealth Management
Organization: Family Office-HR15014}
Requisition Number: 2115949
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