Add office photos
Engaged Employer
i
This company page is being actively managed by
BNY Team. If you also belong to the team, you
can get access from
here
BNY
Compare
All Filters
458 BNY Jobs
Associate, Client Reporting/Performance II
5-7 years
₹ 3.25 - 16L/yr (AmbitionBox estimate)
This is an estimate of the average salary range for this
position. It has not been reviewed by the company, and
the actual salary may differ.
Pune
1 vacancy
Associate, Client Reporting/Performance II
BNY
posted 3mon ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
We re seeking a future team member for the role of Associate, Client Reporting/Performance II to join our Asset Management Division, Client Solutions Group team. This role is located in Pune, MH -HYBRID.
In this role, you ll make an impact in the following ways:
- The Client Solutions Group includes Client Directors, Solution Designers, Client Service and Fixed Income Investment Specialist Teams, working together to provide a range of segregated and pooled fund clients a best in class client experience. This role would work on a range of functionally aligned tasks in support of the Client Solutions Group. The tasks will include collation and production of MIS / Metrics, production of bespoke client specific reporting for onward delivery to London, internal reporting to CSG and SalesForce / SharePoint client platform maintenance.
- Collation and production of a suite of internal MIS. To include monitoring client quarterly report deliver (TIR), Transfer Agent MIS, money market client metrics, AUM by strategy analysis, Preparation of periodic client KYC reviews
- Production of a suite of client specific bespoke reports either whilst we wait for Client Reporting Team to assume control or where the reporting is best suited to stay in CSG. These reports will usually be recurring reports but could also be ad-hoc requests (exposure, collateral adequacy etc).
- Audit requests for segregated clients will also fall into this function
To be successful in this role, we re seeking the following:
- Minimum 5-7 years of experience in relevant business area will be preferred
- This role will support CSG across a range of client types (direct, pooled IMA and segregated). A knowledge of institutional asset management would be ideal. There will be no direct client contact at outset but an understanding of the role of transfer agent, consultant, custodian and other third parties would be valuable context.
- The nature of the reporting could be complex and so good attention to detail will be required. Where anything is unclear we will expect the individual to ask for clarity and assistance and so a self-starter with proactive communication would be ideal.
- The role will not deal directly with clients or representatives of the client at outset but will be providing information and reporting that will be onward delivered to clients. The timeliness and accuracy of such output will have an impact on our client service offering. The risk and control functions will also help ensure we meet our regulatory obligations (KYC / MIFID / EMIR).
- Proactive, result-oriented, high integrity and willingness to learn
- Good communication skills - written and oral
- Ability to prioritise across diverse deliverables and independently manage oversight of smaller functions
Employment Type: Full Time, Permanent
Read full job descriptionBNY Interview Questions & Tips
Prepare for BNY Associate roles with real interview advice
What people at BNY are saying
Rating based on 68 Associate
reviews
Anonymous · Software Development
in Pune
Likes
Everything is good except there are lot of legal stuff involved and you will be bounded.
Dislikes
You will not be able to work on cutting edge immediately, maybe not able to experiment with technologies a lot.
Read 68 reviewsAssociate salary at BNY
reported by
850
employees
₹4
L/yr - ₹15
L/yr
12%
more
than the average Associate Salary in India
View more details
What BNY employees are saying about work life
based on 3.8k employees
Flexible timing
Monday to Friday
No travel
Day Shift
BNY Benefits
View more benefits
Compare BNY with
State Street Corporation
Compare
Northern Trust
Compare
Citibank
Compare
HSBC Group
Compare
JPMorgan Chase & Co.
Compare
Goldman Sachs
Compare
Morgan Stanley
Compare
UBS
Compare
Credit Suisse
Compare
Bank of America
Compare
Bajaj Finserv
Compare
Wells Fargo
Compare
Cholamandalam Investment & Finance
Compare
American Express
Compare
Motilal Oswal Financial Services
Compare
HDFC Sales
Compare
Citicorp
Compare
Aditya Birla Capital
Compare
BNP Paribas
Compare
Aon
Compare
Similar Jobs for you
BNY Pune Office Locations
Pune Office
iNautix Technologies India Pvt Limited,Hadapsar, Level 3, Tower 8, Magarpatta City SEZ
Pune
Maharashtra 411013
Maharashtra 411013
Pune Office
BNY Mellon India Operations, 6, Commerzone IT Park Internal Rd, Commerzone IT Park, Yerawada
Pune
Maharashtra 411006
Maharashtra 411006
Associate, Data Management & Quantitative Analysis Representative II
1-4 Yrs
Pune
Share an Interview