Senior Specialist, Client Reporting/performance

BNY Mellon

London, United Kingdom
On-site
Client portfolio performance monitoring
Online tools and reporting platform management
Risk management and asset allocation
Monitor and report on client portfolio performance, own online tools and reporting platform, and answer escalated client inquiries regarding risk management, asset allocation, and portfolio performance

Job Summary

  • Monitor and report on client portfolio performance, own online tools and reporting platform, and answer escalated client inquiries regarding risk management, asset allocation, and portfolio performance.
  • Apply industry research to predict future trends, provide guidance to less experienced associates, and serve as the organization’s expert regarding different product lines.
  • BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.

Matching Summary

Monitor and report on client portfolio performance, own online tools and reporting platform, and answer escalated client inquiries regarding risk management, asset allocation, and portfolio performance.

Skills & Requirements

Must-have

  • Client portfolio performance monitoring
  • Online tools and reporting platform management
  • Risk management and asset allocation
  • Industry research and trend prediction
  • Product line expertise

Nice-to-have

  • Collaborative culture
  • Cutting-edge AI and technology
  • Transformative solutions
  • Bold ideas and advanced technology

Key Requirements

  • Bachelor's degree or equivalent experience
  • 5-7 years of total work experience
  • Experience in trading or brokerage
  • People leadership experience

Work Rights

Not specified

Tailored Resume

Cover Letter