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Senior Associate jobs at BNY Mellon - 46 jobs

  • Senior Associate, Client Enablement

    The Bank of New York Mellon 4.4company rating

    Senior associate job at BNY Mellon

    At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Senior Associate, Client Enablement to join our Treasury Services, Enablement team. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: * Member of a team responsible for advising clients or providing project management support for onboarding/transition/conversion/offboarding and testing. * Following established check lists for the process; directs contact with client and their record keepers to build the appropriate client setup/structure/funding. * Processes and reconciles test data - Including reviewing test results with client or record keeper. * Identifying and reporting data issues. * Advises and guides clients on appropriate solutions and shepherds through to resolution. * Researches, develops and establishes methodologies, protocols and processes to facilitate or improve project management and/or the client onboarding/transition/conversion experience. * Participates with team in activities that align with their functional objectives. * Adheres to team standard operating procedures. * Tracks and reports on results and outcomes for client implementations and projects. * Understands team metrics and dashboards. * Liaises with peer leaders on product, technology or client service teams to ensure appropriate integration of activities and required hand-offs. * Resolves complex client onboarding/transition/conversion issues. To be successful in this role, we're seeking the following: * Bachelors degree or the equivalent combination of education and experience is required. * 3-5+ years of total work experience and at least 1+ year(s) of project management experience preferred. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $92k-143k yearly est. 6d ago
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  • Senior Associate, Client Reporting/Performance

    The Bank of New York Mellon 4.4company rating

    Senior associate job at BNY Mellon

    Senior Associate Client Reporting/Performnce At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Client Reporting, Performance - IC1 to join our team. This role is based in Pittsburgh PA. In this role, you'll make an impact in the following ways: * Assist in monitoring and collecting data on the performance of client portfolios * Field questions about reporting systems and reports used and generated by clients * Conduct research on industry trends to understand key issues affecting client portfolios * Collect and analyze data from client portfolios to monitor performance and provide clients with information for risk management, portfolio allocation, and peer comparison * Develop technical expertise regarding product offerings to act as a resource to clients * Support the maintenance of the online platform used by clients to generate portfolio and performance reports * Provide senior professionals with data gathered from client trades and client concerns to improve client experience To be successful in this role, we're seeking the following: * Bachelor's degree or equivalent combination of education and experience * 0-3 years of total work experience preferred * Experience in trading or brokerage preferred * Strong analytical and research skills * No direct people leadership required At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $92k-143k yearly est. 7d ago
  • Quant Analytics Sr Associate - Fair and Responsible Banking (FARB) Analytics

    Keybank 4.4company rating

    Remote

    ABOUT THE JOB The Sr. Quant Analytics Associate will be a member of the Fair and Responsible Banking (“FARB”) Analytics team within Compliance Risk Management (“CRM”). As part of Key's second line of defense CRM function, the FARB Analytics Sr. Quant Analytics Associate will provide support to the FARB Compliance Management System, assisting the Analytics Director and Quant Analytics Manager with FARB analytics program development, enhancement, and execution. The Sr. Quant Analytics Associate's primary responsibilities may include but not limited to developing and executing FARB quantitative/statistical analysis and regression models across multiple lines of business. The Sr. Quant Analytics Associate will perform oversight activities and assume responsibility for the use of quantitative/statistical analysis to identify and mitigate actions that may expose KeyCorp and its affiliates to FARB compliance risk outside its desired risk appetite. Candidate will work with the FARB teams (Fair Lending, CRA, UDAAP & Complaints) to assess the results of any loan level file review resulting from statistical analysis, partner and establish effective relationships with Line of Business (“LOB”), displaying an ability to explain complex statistical concepts and promote a good rapport with 1st, 2nd, and 3rd Line of Defense Stakeholders throughout the organization. Candidate must exhibit initiative and be able to identify needed enhancements to current process flows and help to implement changes. ESSENTIAL JOB FUNCTIONS Extract data from various sources and develop quantitative/statistical analysis and regression models in SAS or similar statistical software using industry standards and FARB methodologies. Perform research and development related to FARB risk monitoring and regression model review. Prepare reporting of analysis and results and present the information in non-technical terms. Prepare regression model documentation and work with Model Risk Management to ensure soundness of the FARB statistical regression models. Proactively identify process improvements or control gaps and facilitate necessary associated changes. Develop and maintain strong, collaborative relationships with applicable stakeholders to identify suitable internal controls to ensure compliance with laws and regulations. Maintain a sound understanding of policies/guidelines for underwriting, pricing, etc., business processes and associated risks with respect to LOBs. Timely escalate issues and exceptions to management in accordance with procedures and/or based on sound judgment. Follow through with LOB management and/or appropriate compliance risk personnel to ensure appropriate corrective action is taken to sufficiently address findings/issues to prevent ongoing systemic issues. Participate in or lead various projects related to mitigating risk to Key. REQUIRED QUALIFICATIONS Master's degree (or its equivalent) in a quantitative field (e.g., statistics, economics, engineering). Minimum 3 years of applied statistical and analytics experience in financial services or similar work related to graduate school experience; minimum 2 years specifically focused on fair lending analytics design, build and use. Demonstrated proficiency in analytical programming (e.g., SAS (preferred), R, Python). Experience in developing, implementing, and evaluating linear/logistic regression models. Excellent communication (verbal and written) skill and the ability to communicate complex statistical methodologies in a non-technical way. Experience working for a bank, consumer financial product company such as a non-depository mortgage lender, banking regulator or other related government regulatory or enforcement agency a plus. Experience with machine learning/artificial intelligence models a plus. Experience with Tableau a plus. Must possess initiative, be a self-starter, ability to multitask and adapt quickly to change or shifting priorities, have a high attention to details and accuracy and work in a fast-paced, changing environment. Proven ability to work in a team environment. Complies with all KeyBank policies and procedures, including without limitation, always acting professionally, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $94,000.00 - $175,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 02/12/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote
    $94k-175k yearly Auto-Apply 2d ago
  • Ultra High Net Worth Client Case Representative, Senior Associate

    The Vanguard Group 4.6company rating

    Malvern, PA jobs

    In this role, you will: Serve as the initial contact for UHNW clients, resolving complex account issues and providing investment guidance. Use the Professional Selling Skills framework to identify client needs and share insights with Relationship Managers. Deliver high-quality, efficient service while anticipating client needs and offering proactive solutions. Collaborate across teams to maintain and enhance the UHNW client experience. Document client and team feedback to support continuous service improvement with the business. Build expertise in Vanguard products, services, and industry trends to guide clients effectively. What It Takes Minimum of three years' experience in Financial Services; client service experience preferred. Undergraduate degree or equivalent combination of training and experience. Active SIE and FINRA Series 7 license, and either the Series 66 or the ability to obtain the Series 66 within 90 days of joining. Ability to build trust and rapport with clients, using a consultative sales model to uncover needs and deliver meaningful solutions. Confidence in discussing portfolio allocation, investment cost basis, asset location, and mutual fund trade basics. How We Will Support You Fully paid training and coaching to help you obtain required licenses. Dedicated onboarding to Vanguard's Advice & Wealth Management business and working model. Access to development resources, mentorship, and corporate learning opportunities-including support for professional designations such as the CFP-to help you build expertise and grow your career within Advice & Wealth Management Qualifications: Minimum of three years related work experience in the Financial Services industry. Experience in client services preferred. Undergraduate degree or equivalent combination of training and experience required. This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties. Why Vanguard At Vanguard, we believe in supporting our “crew” personally through all life stages. Total potential compensation for this role is $84,000-$92,000 ($70,000-78,000 base salary plus up to a $12,500 bonus and additional hourly pay) within your first year upon obtaining the required licensing and achieving performance standards. In addition, Vanguard provides a competitive benefits package to all employees. Some of our benefits include: World class training and development programs to equip you with the tools to take the FINRA Series 7 and 66. A $1,500 taxable annual FlexFund stipend that allows you to select from a wide variety of well-being and lifestyle expenses. An annual bonus (known internally as Partnership) based on company performance. 18 PTO days and 10 federal holidays, with the unique ability to purchase an additional week of PTO. Industry-leading retirement savings - up to 4% matched contributions, and 10% employer contribution without condition. Best-in-class medical, dental, and vision coverage with on-site health perks: CrewCare: our own onsite health-clinic for you and your loved ones. ShipShape: onsite fitness center. LYRA: a program to provide care for your emotional and mental health - how, when, and where you need it, at no cost to you. Education benefits including tuition reimbursement designed to support you in furthering your education. Strong parental leave, including adoption and surrogacy, benefits - because we know every family looks different! For a deeper look into our benefits, please visit our Why Vanguard page! Special Factors Vanguard is not offering visa sponsorship for this position. If you are offered and accept this position, and you do not have the necessary FINRA licenses for the role, then you must obtain the required licenses within the specified period of time. Additionally, if you are not currently registered with FINRA in any capacity, prior to moving into this licensed role, you will be asked to provide authorization for Vanguard to conduct a credit and criminal check in accordance with the FINRA regulations. Please note, the credit and criminal check requirement does not apply to crew who are currently registered with FINRA. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
    $84k-92k yearly Auto-Apply 7d ago
  • Alternative Investment Services Centralized Pricing Team, Senior Associate

    State Street Corporation 4.1company rating

    Berwyn, PA jobs

    Who we are looking for Responsible for working on a team that performs Shared Services on behalf of our clients. Functions performed could include: trade capture, security master modelling, client onboarding, client query resolution and security valuations. Candidate will work across all Shared Service remits supporting wider AIS Middle Office team. Join us if making your mark in the financial services industry from day one is a challenge you are up for. Why the role is important The team you will be joining is a part of International Fund Services (IFS), acquired by State Street in July 2002. IFS, also known as Alternative Investment Solutions is a recognized industry-leading provider of fund accounting, fund administration and risk services to hedge funds and private equity funds. These services are fully integrated to provide complete end-to-end solutions that span the front-, middle- and back-office requirements of institutional investors What you will be responsible for As a Senior Associate you will: * Manage day-to-day tasks and ensure client deliverables are completed and accurate. * Liaise with client regarding ad hoc issues, establish and maintain relationships with client, vendors and various SST service teams * Co-ordinate system enhancements or new requirements on behalf of the team. Responsible for the co-ordination of system testing and sign off. * Engage with multiple stakeholders in managing strategic projects that bring cohesive end-to-end solutions to our clients. Strategically look to customize our service offering in a way that optimizes the proposed operating model. * Supporting the Shared Services team lead in their role. Ensure lead is kept up to date with relevant issues, escalating problems to the manager as they arise. * Involved in new client take-on, initialization of funds, new team building, etc. * People management - Interviewing, perform staff appraisals; address any staff performance issues, etc. * Work alongside staff in Offshore locations (Poland/India/China) * Manage training needs of team, ensure training gaps are identified and addressed. What we value * In depth knowledge of some/all of the following products: Equity, Futures, Options, Fixed Income, FX, Derivatives (IRS, CDS, TRS, etc) * Experience interfacing with security valuation agents like Markit PV, BVAL, ICE Data, JPM Pricing Direct * Knowledge of trade order flow, security life-cycle events (settlements, corporate actions), SWIFT messaging and cash wire processing required. * IT Literate - VBA experience a plus * Strong verbal, analytical and written communication skills * Experience with Advent Geneva Platform advantageous * Experience working in a virtual team environment Education and Experience * Degree in Finance or Business related area * At least 3 years of middle office/operations experience preferred Salary Range: $52,000 - $94,120 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
    $52k-94.1k yearly 29d ago
  • Alternative Investment Services Centralized Pricing Team, Senior Associate

    State Street Corporation 4.1company rating

    Berwyn, PA jobs

    Who we are looking for Responsible for working on a team that performs Shared Services on behalf of our clients. Functions performed could include: trade capture, security master modelling, client onboarding, client query resolution and security valuations. Candidate will work across all Shared Service remits supporting wider AIS Middle Office team. Join us if making your mark in the financial services industry from day one is a challenge you are up for. Why the role is important The team you will be joining is a part of International Fund Services (IFS), acquired by State Street in July 2002. IFS, also known as Alternative Investment Solutions is a recognized industry-leading provider of fund accounting, fund administration and risk services to hedge funds and private equity funds. These services are fully integrated to provide complete end-to-end solutions that span the front-, middle- and back-office requirements of institutional investors What you will be responsible for As a Senior Associate you will: * Manage day-to-day tasks and ensure client deliverables are completed and accurate. * Liaise with client regarding ad hoc issues, establish and maintain relationships with client, vendors and various SST service teams * Co-ordinate system enhancements or new requirements on behalf of the team. Responsible for the co-ordination of system testing and sign off. * Engage with multiple stakeholders in managing strategic projects that bring cohesive end-to-end solutions to our clients. Strategically look to customize our service offering in a way that optimizes the proposed operating model. * Supporting the Shared Services team lead in their role. Ensure lead is kept up to date with relevant issues, escalating problems to the manager as they arise. * Involved in new client take-on, initialization of funds, new team building, etc. * People management - Interviewing, perform staff appraisals; address any staff performance issues, etc. * Work alongside staff in Offshore locations (Poland/India/China) * Manage training needs of team, ensure training gaps are identified and addressed. What we value * In depth knowledge of some/all of the following products: Equity, Futures, Options, Fixed Income, FX, Derivatives (IRS, CDS, TRS, etc) * Experience interfacing with security valuation agents like Markit PV, BVAL, ICE Data, JPM Pricing Direct * Knowledge of trade order flow, security life-cycle events (settlements, corporate actions), SWIFT messaging and cash wire processing required. * IT Literate - VBA experience a plus * Strong verbal, analytical and written communication skills * Experience with Advent Geneva Platform advantageous * Experience working in a virtual team environment Education and Experience * Degree in Finance or Business related area * At least 3 years of middle office/operations experience preferred Salary Range: $52,000 - $84,760 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
    $52k-84.8k yearly 29d ago
  • Senior Associate, Client Reporting/Performance

    The Bank of New York Mellon 4.4company rating

    Senior associate job at BNY Mellon

    Associate Client Reporting/Performnce At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Client Reporting, Performance - IC1 to join our team. This role is based in Pittsburgh PA. In this role, you'll make an impact in the following ways: * Assist in monitoring and collecting data on the performance of client portfolios * Field questions about reporting systems and reports used and generated by clients * Conduct research on industry trends to understand key issues affecting client portfolios * Collect and analyze data from client portfolios to monitor performance and provide clients with information for risk management, portfolio allocation, and peer comparison * Develop technical expertise regarding product offerings to act as a resource to clients * Support the maintenance of the online platform used by clients to generate portfolio and performance reports * Provide senior professionals with data gathered from client trades and client concerns to improve client experience To be successful in this role, we're seeking the following: * Bachelor's degree or equivalent combination of education and experience * 0-3 years of total work experience preferred * Experience in trading or brokerage preferred * Strong analytical and research skills * No direct people leadership required At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $92k-143k yearly est. 7d ago
  • Senior Associate, Client Reporting/Performance

    The Bank of New York Mellon 4.4company rating

    Senior associate job at BNY Mellon

    At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Client Reporting, Performance to join our Client Reporting and Performance team. This role is located in Pittsburgh In this role, you'll make an impact in the following ways: * Monitors and reports on client portfolio performance. * Owns online tools and reporting platform, troubleshoots and manages any issues with the 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 on portfolio performance reporting and client guidance in risk management and portfolio allocation. * Serves as the organization's expert regarding different product lines and responds to escalated inquiries. * Maintains and implements improvements to the online platform used by clients to generate portfolio reports. * Trains clients on report production and listens to client concerns to develop plans to improve client experience. * Publishes white papers on industry trends and identifies opportunities to expand revenues from products and capabilities. * May have people management responsibilities in some geographies and provides guidance to less experienced staff as needed. * Contributes to the achievement of team goals. To be successful in this role, we're seeking the following: * Bachelor's degree or the equivalent combination of education and experience. * 5-7 years of total work experience preferred. * Experience in trading or brokerage preferred. * Strong knowledge of client portfolio performance, risk management, and asset allocation. * People leadership experience (if applicable). At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $92k-143k yearly est. 13d ago
  • Senior Associate, Financial Planning & Analysis

    The Bank of New York Mellon 4.4company rating

    Senior associate job at BNY Mellon

    At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Senior Associate to join our Financial Planning & Analysis team. This role is located in Pittsburgh. In this role, you'll make an impact in the following ways: * Assists in the delivery of financial analytics and reporting to support Investments & Wealth business segment. * Performs analyses to support end to end processes within Finance including the support for the period close, analyses of performance such as forecasted period revenue and expenses against actual results, and metrics and scorecard reporting. * Assists in monitoring and reporting key financial metrics, including AUM/flows, fee income, expenses, organic growth, and margin. * Collaborate with cross-functional teams to understand data needs and delivery; compiles and updates short term and long range forecasts gathering inputs and assumptions from multiple sources; analyze data trends, patterns and anomalies to ensure accuracy and integrity. * Provides trend analysis on financial data and operating performance. Interprets and summarizes findings. * Compiles financial information and conducts analysis for input into a variety of periodic financial reports. * Primarily responsible for the accuracy and quality of own work. Work contributes to the achievement of team goals. * Modified based upon local regulations/requirements. To be successful in this role, we're seeking the following: * Bachelor's degree in finance, accounting, or business or the equivalent combination of education and experience. * 3-5 years of total work experience preferred * Experience in financial planning and analysis preferred. * Require strong analytical and problem-solving abilities; attention to detail and ability to work with large datasets. * Experience in MAQ and proficiency in data modelling/automation/visualization would be a plus (e.g., Excel VBA/Power Query/Power Pivot, Power BI, Tableau, Dataiku). At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $92k-143k yearly est. 35d ago
  • Senior Associate, Client Operations

    The Bank of New York Mellon 4.4company rating

    Senior associate job at BNY Mellon

    At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Senior Associate to join our client service team. This role location in Pittsburgh, PA or Lake Mary, FL (4 days in office per week). In this role, you'll make an impact in the following ways: * Work with external clients to resolve complex day-to-day issues and direct them to appropriate resources at BNY Mellon. * Support clients in addressing and resolving complex operational and technical issues and ensure requests are executed. * Apply advanced problem-solving skills, judgment, and experience to analyze information and deliver high-quality service to a specialized client base. * Provide individuals at assigned clients with information related to BNY Mellon's products and services across multiple lines of business and geographies, leveraging an in-depth understanding of broader BNY Mellon services and offerings. * Proactively assist clients in reviewing potential business needs and direct them to appropriate resources at BNY Mellon. * Resolve complex or non-routine client issues or inquiries as needed. * Use in-depth knowledge of client issues and needs to contribute to business development efforts and propose expanded offerings to clients for front office consideration. * Lead and participate in internal activities and initiatives designed to improve the client experience and help develop process improvements. * Provide guidance to less experienced team members. * Support multiple, complex client accounts. To be successful in this role, we're seeking the following: * Bachelor's degree or the equivalent combination of education and experience is required. * 5-7 years of total work experience preferred. * Experience in an operational area and/or client services preferred. * No direct reports. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $92k-143k yearly est. 35d ago
  • Senior Associate, Client Processing

    The Bank of New York Mellon 4.4company rating

    Senior associate job at BNY Mellon

    At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Senior Associate, Client Processing to join our Wealth Management Division. This role is located in Pittsburgh PA. In this role, you'll make an impact in the following ways: * Lead the end-to-end investment management reconciliation process-overseeing trade, position and cash reconciliations across multiple asset classes-and own the workflow management lifecycle from task assignment through SLA monitoring, exception tracking and timely escalation * Serve as Issue Resolution Lead: coordinate cross-functional stakeholders to drive root-cause analysis, clear breaks and exceptions, implement corrective action plans and continuous process improvements to strengthen controls and reduce recurrence. * Provide complex analytics and reporting services, working to improve and automate Client Processing systems * Manage moderate to complex external client issues and directly advise other organizational units/teams to ensure timely delivery of service or resolution of issues * Meet with organizational units/teams to ensure problems and issues are addressed appropriately and resolved in a timely manner * Participate in product development, product enhancement, and system testing to ensure products continue to accurately and efficiently process high value transactions To be successful in this role, we're seeking the following: * Bachelor's degree or the equivalent combination of education and experience * 5-7 years of total work experience preferred * Experience in brokerage processing preferred * Applicable local/regional licenses or certifications as required by the business At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $92k-143k yearly est. 35d ago
  • Senior Associate, Data Transfer, Integration & Quality-Evening Shift 12 Noon - 8:30 PM

    The Bank of New York Mellon 4.4company rating

    Senior associate job at BNY Mellon

    Data Transfer, Integration & Quality Evening Shift 12 Noon - 8:30 PM At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Senior Associate, Data Transfer, Integration & Quality to join our Data Operations Practice team. This role is in Pittsburgh, PA In this role, you'll make an impact in the following ways: * Daily security pricing of mutual funds for a large client via an exception-based process. Oversight of pricing feeds and review/approval of exceptions. * Addressing ad-hoc client reporting requirements as they arise * Following procedures/executing controls to ensure compliance with internal and external auditing standards * Strong attention to escalation of any pricing issues that break acceptable tolerance thresholds * Communicating with stakeholders inside and outside the organization * Managing small team of staff level direct reports To be successful in this role, we're seeking the following: * Bachelor's degree or the equivalent combination of education and experience * 3-4 years of experience preferred in financial services industry with Familiarity with various security types (Equity/Fixed Income/Derivatives) * Strong attention to detail and ability to multitask * Strong communicator and ability to work as part of a team * Ability to prioritize effectively when handling issues that arise unexpectantly At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $92k-143k yearly est. 35d ago
  • Senior Associate, Client Reporting/Performance

    The Bank of New York Mellon 4.4company rating

    Senior associate job at BNY Mellon

    Senior Associate Client Reporting/Performance At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. About BNY Investments: BNY Investments is a division of BNY, one of the world's largest and most-trusted financial services groups. BNY Investments is a leading investment manager, with $2.1 trillion* in assets under management as of June 30, 2024. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY. We're seeking a future team member for the role of Senior Associate Client Reporting/Performance to join our BNY Investments team. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: * Monitor and report on client portfolio performance; own online tools and reporting platform, troubleshoot and manage issues with platform; answer escalated inquiries from clients regarding risk management, asset allocation, and portfolio performance measured against peers; apply industry research to predict future industry trends. * Develop automation and streamline workflows using Python, Excel, Access, VB or Power BI to analyze accounting data for performance and risk measurement calculation. * Serves as the organization's expert regarding the different product lines and takes the opportunity to answer escalated inquiries. * Provides guidance to less experienced associates when reporting on portfolio performance and when providing guidance to clients in the areas of risk management and portfolio allocation. To be successful in this role, we're seeking the following: * Bachelor's degree or the equivalent combination of education and experience is required. * 5-7 years of total work experience preferred. * Experience in investment management preferred. * Experience performing data import/export with Oracle and SQL Server performance systems. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $92k-143k yearly est. 35d ago
  • Senior Associate, Capital Adequacy

    The Bank of New York Mellon 4.4company rating

    Senior associate job at BNY Mellon

    At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Senior Associate, Capital Adequacy to join our Corporate Treasury - Balance Sheet & Capital Management Team. This role is located in Pittsburgh. In this role, you'll make an impact in the following ways: * Working with Corporate Treasury & CIO groups to coordinate Global ALCO & Board/Committee materials * Project managing a deliverable from beginning to end * Communicate effectively key aspects of a project * Improving processes and maintaining procedures * Collaborating in the production of analysis and presentations on different balance sheet and asset liability management topics * Help draft accurate and insightful minutes * Ad hoc projects To be successful in this role, we're seeking the following: * Education requirement: BA or BS degree * Excellent communication skills * Meticulous attention to detail * PowerPoint formatting skills; adequate Microsoft Office (Outlook, Excel, Word) * Demonstrated ability to multitask * Project management skills * Knowledge or experience in finance preferable At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $92k-143k yearly est. 15d ago
  • Senior Associate, Financial Planning & Analysis - Credit Services

    The Bank of New York Mellon 4.4company rating

    Senior associate job at BNY Mellon

    At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Senior Associate to join our Financial Planning & Analysis team. This role is located in Pittsburgh. In this role, you'll make an impact in the following ways: * Assists in the delivery of financial analytics and reporting in support of assigned line of business, corporate function, and/ or region. * Performs analyses to support end to end processes within Finance including the support for the period close, analyses of performance such as forecasted period revenue and expenses against actual results, and metrics and scorecard reporting. * Assists in identifying financial trends. * Compiles and updates short term and long range forecasts using multiple inputs and assumptions to reflect changes in business strategies and business intelligence in the competitive environment impacting lines of business. * Provides trend analysis on financial data and operating performance. * Interprets and summarizes findings. * Compiles financial information and conducts analysis for input into a variety of periodic financial reports. * Deliver actionable analytics and reporting to track KPIs, cost drivers, and investment returns * Collaborate with cross-functional teams (e.g., Corporate Treasury, Strategy) to ensure integrated financial planning and execution * Drive adoption of financial tools and automation to streamline reporting and analysis To be successful in this role, we're seeking the following: * Bachelor's degree in finance, accounting, or business or the equivalent combination of education and experience * 3-5 years of total work experience preferred * Experience in financial planning and analysis preferred. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $92k-143k yearly est. 35d ago
  • Senior Associate, Client Service

    BNY Mellon 4.4company rating

    Senior associate job at BNY Mellon

    At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Senior Associate to join our Client Services team. This role is located in Pittsburgh, PA or Lake Mary Florida (4 days in office per week). In this role, you'll make an impact in the following ways: Work with external clients to resolve complex day-to-day issues and direct them to appropriate resources at BNY Mellon. Support clients in addressing and resolving complex operational and technical issues and ensure requests are executed. Apply advanced problem-solving skills, judgment, and experience to analyze information and deliver high-quality service to a specialized client base. Provide clients with information related to BNY Mellon's products and services across multiple lines of business and geographies, leveraging an in-depth understanding of broader BNY Mellon offerings. Proactively assist clients in reviewing potential business needs and direct them to appropriate resources at BNY Mellon. Resolve complex or non-routine client issues or inquiries as needed. Use in-depth knowledge of client issues and needs to contribute to business development efforts and propose expanded offerings for front office consideration. Lead and participate in internal activities and initiatives designed to improve the client experience and help develop process improvements. Provide guidance to less experienced team members and support multiple, complex client accounts. To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience. 5-7 years of total work experience preferred. Experience in an operational area and/or client services preferred. Strong problem-solving and communication skills. Ability to work independently and collaboratively in a fast-paced environment. No direct reports. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $92k-143k yearly est. Auto-Apply 60d+ ago
  • Senior Associate, Client Operations

    BNY Mellon 4.4company rating

    Senior associate job at BNY Mellon

    At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Senior Associate to join our client service team. This role location in Pittsburgh, PA or Lake Mary, FL (4 days in office per week). In this role, you'll make an impact in the following ways: Work with external clients to resolve complex day-to-day issues and direct them to appropriate resources at BNY Mellon. Support clients in addressing and resolving complex operational and technical issues and ensure requests are executed. Apply advanced problem-solving skills, judgment, and experience to analyze information and deliver high-quality service to a specialized client base. Provide individuals at assigned clients with information related to BNY Mellon's products and services across multiple lines of business and geographies, leveraging an in-depth understanding of broader BNY Mellon services and offerings. Proactively assist clients in reviewing potential business needs and direct them to appropriate resources at BNY Mellon. Resolve complex or non-routine client issues or inquiries as needed. Use in-depth knowledge of client issues and needs to contribute to business development efforts and propose expanded offerings to clients for front office consideration. Lead and participate in internal activities and initiatives designed to improve the client experience and help develop process improvements. Provide guidance to less experienced team members. Support multiple, complex client accounts. To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience is required. 5-7 years of total work experience preferred. Experience in an operational area and/or client services preferred. No direct reports. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $92k-143k yearly est. Auto-Apply 60d+ ago
  • Senior Associate, Client Reporting/Performance

    BNY Mellon 4.4company rating

    Senior associate job at BNY Mellon

    Senior Associate Client Reporting/Performance At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. About BNY Investments: BNY Investments is a division of BNY, one of the world's largest and most-trusted financial services groups. BNY Investments is a leading investment manager, with $2.1 trillion* in assets under management as of June 30, 2024. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY. We're seeking a future team member for the role of Senior Associate Client Reporting/Performance to join our BNY Investments team. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: Monitor and report on client portfolio performance; own online tools and reporting platform, troubleshoot and manage issues with platform; answer escalated inquiries from clients regarding risk management, asset allocation, and portfolio performance measured against peers; apply industry research to predict future industry trends. Develop automation and streamline workflows using Python, Excel, Access, VB or Power BI to analyze accounting data for performance and risk measurement calculation. Serves as the organization's expert regarding the different product lines and takes the opportunity to answer escalated inquiries. Provides guidance to less experienced associates when reporting on portfolio performance and when providing guidance to clients in the areas of risk management and portfolio allocation. To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience is required. 5-7 years of total work experience preferred. Experience in investment management preferred. Experience performing data import/export with Oracle and SQL Server performance systems. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $92k-143k yearly est. Auto-Apply 49d ago
  • Senior Associate, Reconciliation

    The Bank of New York Mellon 4.4company rating

    Senior associate job at BNY Mellon

    At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Sr. Associate, Reconciliation to join our Archer team. This role is located in Berwyn, PA. In this role, you'll make an impact in the following ways: * Receive, analyze, and process cash requests from Financial Advisors and clients. * Investigate and resolve any discrepancies related to cash transactions promptly. * Collaborate with relevant teams to address and rectify cash-related issues. * Maintain clear and effective communication with Financial Advisors and clients regarding cash-related matters. * Identify opportunities to improve cashflow processes and implement enhancements. * Prioritize client satisfaction by meeting their cashflow needs accurately and promptly. * Generate and review reports related to cashflow activities To be successful in this role, we're seeking the following: * Bachelor's degree or the equivalent combination of education and experience is required. * 5-7 years of retail reconciliation experience required. * Exceptional organizational skills, ability to prioritize, and manage multiple tasks while maintaining a high level of quality * Strong verbal and written communication skills required * Strong problem-solving skills and attention to detail * Team player with a positive attitude who can effectively train and supervise others * Self-starter attitude * Ability to adapt to change in a dynamic environment * Excellent computer skills, specifically with Microsoft Office products with an ability to quickly learn new software applications, specifically proprietary systems At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $95k-146k yearly est. 35d ago
  • Senior Associate, Reconciliation

    BNY Mellon 4.4company rating

    Senior associate job at BNY Mellon

    At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Sr. Associate, Reconciliation to join our Archer team. This role is located in Berwyn, PA. In this role, you'll make an impact in the following ways: Receive, analyze, and process cash requests from Financial Advisors and clients. Investigate and resolve any discrepancies related to cash transactions promptly. Collaborate with relevant teams to address and rectify cash-related issues. Maintain clear and effective communication with Financial Advisors and clients regarding cash-related matters. Identify opportunities to improve cashflow processes and implement enhancements. Prioritize client satisfaction by meeting their cashflow needs accurately and promptly. Generate and review reports related to cashflow activities To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience is required. 5-7 years of retail reconciliation experience required. Exceptional organizational skills, ability to prioritize, and manage multiple tasks while maintaining a high level of quality Strong verbal and written communication skills required Strong problem-solving skills and attention to detail Team player with a positive attitude who can effectively train and supervise others Self-starter attitude Ability to adapt to change in a dynamic environment Excellent computer skills, specifically with Microsoft Office products with an ability to quickly learn new software applications, specifically proprietary systems At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $95k-146k yearly est. Auto-Apply 36d ago

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