Lead Analyst, Client Reporting/Performance

    The Bank of New York Mellon
    Poland, IN 47868
    Full-time, Part-time
    Similar jobs pay $17.81 - $35.12

    Job Description

    Job Description
    • 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.
    What we can offer you:
    • Full time contract of employment
    • Competitive salary
    • Health & Life Insurance
    • Multisport card / Cinema Tickets / Nursery subsidiary
    • Pension scheme
    • Excellent opportunities for training, growth and professional development
    • Opportunities to engage in diverse projects due to growth of business migrations
    • A multitude of opportunities to get involved in additional charity projects
    • A collaborative culture and great teams
    BNY Mellon is an Equal Employment Opportunity Employer.
    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:Poland-Dolnoslaskie-Wroclaw
    Job:Asset Servicing
    Internal Jobcode:70095
    Organization:Total Global Risk Solutions-HR09564
    Requisition Number:1917908
    Posting ID: 559418374Posted: 2020-06-10