Senior Associate, Client Reporting/Performance

Senior Associate, Client Reporting/Performance

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 Senior Associate, Client Reporting/Performance 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 provide Post Trade Compliance reports on a daily/monthly/quarterly/annual/ad-hoc basis for GRS clients.
• To take responsibility for the accuracy of all provided data which contain portfolios and benchmarks' performance measurements (total/security level return, money/time-weighted return, attribution, CTR, etc.).
• To communicate effectively with all external and internal stakeholders. That includes responding to all queries in a prompt and complete manner and participating in client calls as subject matter experts.
• To engage in global projects and initiatives aiming at implementation of best practices across all teams.
  
  

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

• Excellent written and oral communication skills in English (min. B2 level).
• At least basic understanding of Investment Management and/or capital markets and/or investment banking. 
• At least 3-5 year of work experience in client reporting/investment performance/fund 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/Economics/Statistics/Math's/ university degree or any certification related to these fields will be advantageous.
• Ability to read investment fund documentation (prospectuses) with understanding and translate them into business requirements for post trade compliance
• Ability to discuss complex finance matters in English with BNY's clients

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.