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Senior Associate, Client Reporting/Performance

1 month ago

Boston, United States BNY Mellon Full time

Newton is a global investment management firm owned by BNY, with offices in London, New York, Boston, San Francisco and Tokyo. It provides investment services to institutional clients, including US and global pension funds, sovereign wealth funds, central banks, endowments, foundations, insurance companies, registered mutual funds, other pooled investment vehicles and other institutions, and, via BNY Investments, to individuals. Newton uses an active, multidimensional and engaged approach in striving to deliver attractive outcomes to those clients.


Newton focuses on four key areas:


  1. Active Equities - Conviction-based, including global equity, small-cap, regional and thematic capabilities
  2. Income - Equity, fixed income and multi-asset
  3. Absolute Return - Fixed-income and multi-asset
  4. Multi-Asset Solutions - Systematic, outcome-orientated, relative balanced, bespoke and building blocks

We're seeking a future team member for the role of Performance Analyst to join our Risk team. This role is located in Boston, MA - HYBRID.


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


  1. Responsible for performance measurement and oversight of performance calculations, contribution, and attribution analysis across various accounts and investment products.
  2. Collaborate with different teams to enhance performance data quality and improve existing processes and procedures.
  3. Respond to inquiries about performance results using third-party tools and conduct necessary research while building effective relationships with requestors.
  4. Involved in strategic and tactical project initiatives, including defining business requirements, testing, and analyzing results.

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


  1. Bachelor's degree or equivalent combination of education and experience.
  2. 4-6 years of experience in investment performance and/or investment accounting.
  3. Strong analytical, problem-solving, and communication skills.
  4. Advanced Excel skills required; experience with Aladdin, FactSet, and SQL is a plus.
  5. CIPM Certificate preferred.

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.


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


  1. America's Most Innovative Companies, Fortune, 2024
  2. World's Most Admired Companies, Fortune 2024
  3. Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
  4. Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023-2024
  5. Most Just Companies, Just Capital and CNBC, 2024
  6. Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
  7. 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.

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