Description

Associate, Client Reporting/Performance II

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 Associate, Client Reporting/Performance II to join our Global Risk Solutions (GRS) team. This role is located in Wroclaw, Poland.

In this role, you'll make an impact in the following ways:

• To lead the service delivery of portfolio and benchmark Investment Performance calculations on a daily/monthly/quarterly/annual/ad-hoc basis for one or more large, complex client relationship.
• To take responsibility for the accuracy of all provided data including regular and ad-hoc reports which contain investment performance measurements (total/security level return, money/time-weighted return, attribution, CTR, etc.)
• To actively use different methods of performance measurement calculations to provide a continuous high level of client service.
• To effectively respond to all external and internal queries on all performance-related matters in a prompt and complete manner.
• To act as a recognized Subject Matter Expert (SME) in the department with proven track record of knowledge sharing, procedure writing and training in those areas.
• To provide effective communication of all work undertaken. Following Production Support Model to keep stakeholders fully updated regarding any service delays or client issues, providing supporting information as required.
• To provide ongoing commitment to projects and initiatives related to company change agenda.
• To continuously identify potential improvements and drive to their successful implementation.

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

• Excellent written and oral English communication skills.
• A strong understanding of Investment Performance Measurement and/or capital markets including knowledge of performance methodologies and the principles of attribution.
• At least 3 years of work experience in client reporting/investment performance/accounting/finance.
• Excellent analytical skills with a proven track record of working with comprehensive financial/numerical data. Experience working with large and complex databases and an ability to understand how they function/interact.
• Experience of using Microsoft Office products, in particular manipulating Excel spreadsheets. Utilizing advanced functions would be desirable.
• Finance/Statistics/Mathematics/Economics related experience or degree is essential.
• Excellent communication and stakeholder engagement skills.
• Certificate of Investment Performance Measurement (CIPM, CFA Institute) qualification is advantageous.

At BNY, our culture speaks for itself, check out the latest BNY news at:

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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.