Senior Associate, Client Reporting/performance
4 months ago
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 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 with us as we lead and serve our customers into the new era of digital.
With over 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we’re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.
We’re seeking a future team member for the role of Senior Associate, Client Reporting/Performance to join our Global Institutional Accounting team. This role is located in London, hybrid working.
**In this role, you’ll make an impact in the following ways**:
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 organisation’s 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.
**To be successful in this role, we’re seeking the following**:
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.
At BNY Mellon, our inclusive culture speaks for itself. Here’s a few of our awards:
Fortune World’s Most Admired Companies & Top 20 for Diversity and Inclusion
Bloomberg’s Gender Equality Index (GEI)
Human Rights Campaign Foundation, 100% score Corporate Equality Index
**Best Places to Work for Disability Inclusion, Disability**: IN - 100% score
100 Best Workplaces for Innovators, Fast Company
CDP’s Climate Change ‘A List’
Forbes Blockchain 50
**Our Benefits**:
BNY Mellon 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 that can support you and your family through moments that matter.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
**Employer Description**:
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