Posted by The Bank of New York BNY Mellon Corporation, commonly known as BNY Mellon, is an American investment banking services holding company headquartered in New York City. BNY Mellon was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007.
Entry Level Analyst, Client Reporting/Performance – USA
Job Description:
Provides 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.
Qualifications:
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..