Specialist, Client Reporting/Performance at BNY

Pune, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

11 Aug, 26

Salary

0.0

Posted On

13 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Reporting, Performance Monitoring, Data Analysis, Risk Management, Portfolio Allocation, Industry Trend Research, Technical Product Expertise, Platform Maintenance

Industry

Financial Services

Description

"Client Reporting, Performance - IC1Provides assistance in monitoring and collecting data on the performance of client portfolios. Fields questions about reporting systems and reports that are used and generated by clients. Conducts research on industry trends to understand key issues. Collects and analyzes data from client portfolios to monitor performance to provide clients with information required to make decisions regarding risk management, portfolio allocation, and performance as related to their peers.Develops technical expertise regarding product offerings in order to act as a resource to clients.Supports the maintenance of the online platform utilized by clients to generate reports on their portfolios and portfolio performance.Provides senior professionals with data gathered from client trades and concerns voiced by clients in order to improve client experience.No direct reports.Contributes to the achievement of team goals.Bachelors degree or the equivalent combination of education and experience is required.0-3 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." 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 #LifeAtBNY is all about. Join us and be part of something extraordinary. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom [https://www.bny.com/corporate/global/en/about-us/newsroom.html] & BNY LinkedIn [https://www.linkedin.com/company/bnyglobal/posts/?feedView=all] 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.

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Responsibilities

Monitor and collect data on client portfolio performance to assist in risk management and portfolio allocation decisions. Support the maintenance of the online reporting platform and provide data-driven insights to senior professionals to improve client experience.