![BNY Mellon](https://media.trabajo.org/img/noimg.jpg)
Specialist, Client Reporting/performance
2 months ago
Overview
Acts as high level consultant/ advisor to clients regarding portfolio management and inquiries.
Engages with clients to collect feedback used to improve client experience.
Reviews reports created on client portfolio performance and provides feedback on online tools and reporting platform.
Serves as a consultant and advisor in conducting high-level, highly-visible and sensitive reporting on risk management and portfolio performance.
Fosters and maintains high level relationships with clients in order to provide feedback on portfolio performance and gather commentary on improving systems.
Owns planning and implementation of improvements to systems used by associates to collect and report on client performance as well as systems utilized by clients.
Provides guidance to less experienced associates on how to identify and address client needs.
Implements improvement processes for all commercial aspects on Client Reporting.
No direct reports.
Provides guidance to less experienced team members and helps them to develop Client Reporting skills.
Manages large, complex internal and external projects.
Fosters and maintains client relationships.
Assigns work to more junior level team members.
Bachelors degree or the equivalent combination of education and experience is required.
7-10 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.
**Employer Description**:
-
Specialist, Client Reporting/performance
2 weeks ago
London, United Kingdom eFinancialCareers Full time**Overview**: - Acts as high level consultant/ advisor to clients regarding portfolio management and inquiries. - Engages with clients to collect feedback used to improve client experience. - Reviews reports created on client portfolio performance and provides feedback on online tools and reporting platform. - Serves as a consultant and advisor in...
-
Client Reporting Specialist
2 weeks ago
London, United Kingdom Mason Blake Full timeOur client is a leading Global Asset Management firm, renowned for their culture and dedicated approach. Due to continued success, they are now seeking a skilled **Client Reporting Specialist** to join their dedicated team on a permanent basis. Reporting directly to the Head of Marketing, the **Client Reporting Specialist** will take on the following...
-
Performance / Reporting Analyst
2 weeks ago
London, United Kingdom Hays Specialist Recruitment Limited Full time**Performance / Reporting Analyst** **£400-450 Per Day (Inside IR35)** **Initial 6 Month Contract** **Hybrid - 2 Days in London Office** **Your new company**Working for a top financial organisation. **Your new role**You will find out, calculate and analyse the company's investment performance data working with internal groups such as operations, product...
-
Client Reporting Specialist
3 weeks ago
London, United Kingdom Mason Blake Full timeOur client is a leading Global Asset Management firm, renowned for their culture and dedicated approach. Due to continued success, they are now seeking a skilled Client Reporting Specialist to join their dedicated team on a permanent basis. Reporting directly to the Head of Marketing, the Client Reporting Specialist will take on the following dynamic ...
-
Client Reporting Specialist
2 weeks ago
London, United Kingdom Mason Blake Full timeOur client is a leading Global Asset Management firm, renowned for their culture and dedicated approach. Due to continued success, they are now seeking a skilled Client Reporting Specialist to join their dedicated team on a permanent basis. Reporting directly to the Head of Marketing, the Client Reporting Specialist will take on the following dynamic ...
-
Client Reporting Specialist
2 weeks ago
London, United Kingdom Mason Blake Full timeOur client is a leading Global Asset Management firm, renowned for their culture and dedicated approach. Due to continued success, they are now seeking a skilled Client Reporting Specialist to join their dedicated team on a permanent basis. Reporting directly to the Head of Marketing, the Client Reporting Specialist will take on the following dynamic...
-
Client Reporting Specialist
2 weeks ago
London, United Kingdom Mason Blake Full timeOur client is a leading Global Asset Management firm, renowned for their culture and dedicated approach. Due to continued success, they are now seeking a skilled Client Reporting Specialist to join their dedicated team on a permanent basis. Reporting directly to the Head of Marketing, the Client Reporting Specialist will take on the following dynamic ...
-
Client Reporting Specialist
2 weeks ago
London, United Kingdom Mason Blake Full timeOur client is a leading Global Asset Management firm, renowned for their culture and dedicated approach. Due to continued success, they are now seeking a skilled Client Reporting Specialist to join their dedicated team on a permanent basis. Reporting directly to the Head of Marketing, the Client Reporting Specialist will take on the following dynamic ...
-
Client Reporting Specialist
6 days ago
London, United Kingdom M&G plc Full timeAt M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to make a positive impact for our environment and communities. To help us achieve...
-
Client Reporting Specialist
4 days ago
London, United Kingdom M&G plc Full timeAt M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to make a positive impact for our environment and communities. To help us achieve...
-
Client Reporting Specialist
3 weeks ago
London, United Kingdom M&G Full timeWe will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role. Client Reporting Specialist The Role: The Investment Reporting Services (IRS) Function is responsible for collating and distributing investment data to our...
-
Client Reporting Specialist
2 weeks ago
London, United Kingdom M&G Full timeWe will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role. Client Reporting Specialist The Role: The Investment Reporting Services (IRS) Function is responsible for collating and distributing investment data to our...
-
Client Reporting Specialist
3 weeks ago
London, United Kingdom T. Rowe Price Full timeThere is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career...
-
London, United Kingdom Client Server Full timeClient Onboarding and Support Specialist (FIX Linux) London to £100k + equity Opportunity to join a well funded start-up within the cryptocurrency space that have produced a high performance, ultra-low latency ECN (Electronic Communication Network) that processes billions of messages per day. As a Client Onboarding and Support Specialist you will play a...
-
Client Reporting and Marketing Specialist
2 months ago
London, United Kingdom eFinancialCareers Full timeThe Ocean Partnership has been engaged to recruit an exciting opportunity to join a leading investment management company. This is a fantastic opportunity to be part of a worldwide team. As the Client Reporting Marketing Specialist, you will work within operations proving excellent standards of client reporting and factsheet delivery. **Key remits**: -...
-
Senior Associate, Client Reporting/performance
2 weeks ago
London, United Kingdom BNY Mellon Full timeOverview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s...
-
Senior Associate, Client Reporting/Performance
3 weeks ago
London, United Kingdom THE BANK OF NEW YORK MELLON CORPORATION Full timeBring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - % of the world’s top...
-
Senior Associate, Client Reporting/performance
2 weeks ago
London, United Kingdom The Bank of New York Mellon Corporation Full time**_Bring your ideas. Make history. _** BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top...
-
Senior Associate, Client Reporting/Performance
2 weeks ago
London, United Kingdom BNY MELLON Full timeBring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work...
-
Senior Associate, Client Reporting/Performance
2 weeks ago
London, United Kingdom BNY Mellon Full timeSenior Associate, Client Reporting/Performance Senior Associate, Client Reporting/Performance BNY Mellon London, United Kingdom Posted 12 hours ago Permanent Competitive Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the...