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BNY Mellon Investment Management is one of the world's leading investment management organizations and one of the top U.S. wealth managers. Our business encompasses BNY Mellon's affiliated investment management firms, wealth management organization, and global distribution companies. Our goal is to build and deliver investment and wealth management strategies and solutions to meet our clients' needs. Drawing on deep expertise, we collaborate with our clients to tailor our best ideas and resources to meet their specific requirements. With extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments planned giving programs, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management can help our clients reach their goals.
The Role: Client Reporting Manager
The Client Reporting Manager is responsible for the accurate and timely delivery of client account information to clients and their third party contacts. The data and information required is comprehensive and typically includes portfolio commentaries, performance, attribution, portfolio characteristics, guideline certifications, client questionnaires, due diligence questionnaires (DDQs), request for proposals (RFPs) and various other custom reporting requirements. Plus the completion of additional ad-hoc tasks.
A significant part of the Client Reporting Manager's responsibility is to initiate projects that automate the collection of data and streamline the delivery of client reports in a user friendly and attractive format.
Five years related/transferable experience.
BA/BS degree in business, finance, or economics preferred.
Computer skills: PMAPS, MS Word, Excel, database applications.
Other skills: PowerPoint/Graphics, Adobe Acrobat a plus.
Strong interpersonal skills, with an emphasis on working in a tightly-knit team.
Strong knowledge of investment management products including U.S. mutual funds, retail Separately Managed Accounts (SMA) and Collective Investment Trusts (CITs).
Excellent organizational skills and an aptitude for details.
Excellent project management skills.
Excellent communications skills, both written and oral.
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 & 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: bnymellon.com/careers.
As one of the world's leading investment management organizations and one of the top U.S. wealth managers, BNY Mellon Investment Management combines agility, insight and scale to create and deliver strategies and solutions to address our clients' needs. Encompassing BNY Mellon's investment management firms, wealth management organization and global distribution teams, we draw on deep expertise to collaborate with clients and tailor our best ideas and resources to meet their specific needs. We pride ourselves on providing dedicated service through our network of global professionals who have a deep understanding of local requirements. With our extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management is dedicated to helping clients reach their goals.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-New York-New York Internal Jobcode: 07745 Job: Asset Management Organization: North America Distribution-HR11430 Requisition Number: 1716489