Job Description:

Client Reporting , Performance - IC2

Monitors and reports on client portfolio performance Maintains online tools and reporting platform Answers any inquiries from clients regarding the nature of investment products and their portfolios along with inquiries regarding managing portfolio risk and asset allocation Develops research analyses to understand industry trends

Provides analysis and development of reports related to all aspects of account activities , performance , and investment related practices and procedures

Serves as a first level 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 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 Researches market and industry trends in order to identify areas for product and revenue growth

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

Bachelors degree or the equivalent combination of education and experience is required

3 - 5 years of total work experience preferred Experience in trading or brokerage preferred

Qualifications Graduate

BNY Mellon is an Equal Employment Opportunity Employer

Primary Location India - Maharashtra - Pune

Job Asset Management

Internal Jobcode 70096

Organization Insight - HR08644,

Profile Summary:

Employment Type : Full Time
Industry : Banking / Financial Services
Salary : Not Disclosed
Deadline : 18th Apr 2020

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