Job Location: Chennai
Overview
Client Reporting, Performance – IC2Monitors 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.. 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.
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: bnymellon.com/careers.
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