Client Reporting Support Associate

BNY Mellon
Pittsburgh, USA
Feb 02, 2023
Feb 10, 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

Company Overview:

The Newton Investment Management Group describes a group of affiliated companies that provide investment advisory services under the brand name 'Newton' or 'Newton Investment Management'. Those companies are Newton Investment Management Ltd, registered in the UK, and Newton Investment Management North America LLC, registered in the US, and both are indirect subsidiaries of The Bank of New York Mellon Corporation ('BNY Mellon').
  • Monitors and reports on client portfolio and performance
  • Answers any inquiries from clients regarding the nature of investment products and their portfolios along with inquiries regarding managing portfolio risk and asset allocation
  • Learn and understand the industry
  • Provides analysis and development of reports related to all aspects of account activities, performance, and investment related practices and procedures
  • Serves as an escalation point for client inquiries.
  • Continues to develop knowledge on various product offerings and in order to address client inquiries and concerns.
  • Maintains the online platform and tools utilized by clients to generate reports on their portfolios and portfolio performance.
  • Trains clients on report production
  • Interprets and suggests programs or improvements to services delivered in order to improve client experience.
  • Assist with interview process for new hires on the team and additionally training new hires, this includes providing detail on client/accounts/relationships, training on systems and deliverables, reviewing deliverables and providing guidance to less experienced Client Reporting team members.
  • Contributes to the achievement of team goals.
  • Take lead or participate in larger client service/reporting projects and initiatives.
  • Complete and/or coordinate the completion of DDQs, 15Cs, and other client related requests.

  • Bachelor's degree or the equivalent combination of education and experience is preferred.
  • 2 - 5 years' experience.

Employer Description:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark:

EEO Statement:

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.
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