Associate, Client Reporting - BNY Investments

BNY Investments Client Reporting Associate 

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.    

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.

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 trillion* in assets under management as of 31 March, 2025. 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 Client Reporting Associate to join our team to support Newton Investments. This role is located in our office in Pittsburgh, Pennsylvania and is a hybrid working role. 

In this role, you will be responsible for: 

• Serve as a member of the US BNY Investments Client Reporting team by supporting business processes, client onboarding, client reporting set-up and the client reporting issue management/resolution process.
• Provide client with contractual reporting needs, including running reports, reviewing data quality and coordinating across the firm for report delivery.
• Act as key resource for addressing business issues, processes issues and assist with resolution opportunities through technology and business partners; help identify areas for improvement.
• Work with your manager and business partners to understand client reporting details, objectives and report timelines; complete tasks with minimal guidance, managing the complete reporting lifecycle of assigned deliverables.
• Manage situations which may require adaptation of response or extensive research according to client response in a fast-paced environment.
• Possess resourceful skillset in the form of problem solving and trouble shooting.

To be successful in this role, we’re seeking the following: 

• Bachelor’s degree or the equivalent combination of education and experience is required.
• 3-5+ years of total work experience preferred with focus in institutional asset management.
• Prior experience working on CIT products a plus, but not required.
• Intermediate to advanced excel skills strongly preferred (VLOOKUP, Pivot Tables, etc.)
• Prior experience with Python, SQL coding languages, or AI machine learning a plus, as well as a commitment to develop these type of skill sets.
• Strong attention to detail, independent problem solving, technological acumen, ability to work across multiple stakeholder groups and ability to communicate effectively.
• Remain flexible to take direction and work as part of a team or individually.

At BNY, our culture speaks for itself. Here’s a few of our awards: 

• America’s Most Innovative Companies, Fortune, 2024
• World’s Most Admired Companies, Fortune 2024
• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
• Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
• “Most Just Companies”, Just Capital and CNBC, 2024
• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
• Bloomberg’s Gender Equality Index (GEI), 2023

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. #LI-Hybrid