Senior Specialist, Sales Performance & Operations

BNY Mellon • New York, NY

2d

About The Position

BNY is seeking a Senior Specialist, Sales Performance & Operations to join its North America Distribution team in New York. The role supports Investment Management through automated data workflows, datasets, dashboards, visualizations, reporting, and analytics. The specialist partners with business and sales stakeholders to understand requirements and deliver practical data solutions, maintains data quality across internal and external sources, and provides analytics and market intelligence for business development, client segmentation, sales strategy, and client-facing teams. The role also supports new technologies, reporting processes, and analytical methodologies, and shares expertise with less experienced colleagues.

Requirements

• Bachelor’s degree or an equivalent combination of education and relevant experience.
• Relevant experience in data analytics, business intelligence, reporting, or a quantitative/technology-focused role; ideally within Investment Management or financial services.
• Strong SQL skills and experience developing automated workflows, datasets, dashboards, and data visualizations.
• Strong analytical and problem-solving skills, including experience working across multiple data sources and maintaining high data-quality standards.
• Strong communication and stakeholder-management skills, including the ability to translate business requirements into data solutions and explain analytical findings to non-technical audiences.

Nice To Haves

• Advanced degree in a quantitative or STEM discipline.

Responsibilities

• Develop and maintain automated data workflows, datasets, dashboards, and visualizations to support reporting and analytical needs across Investment Management.
• Partner with business and sales stakeholders to understand requirements and translate them into practical data, reporting, and analytics solutions.
• Analyze, reconcile, and monitor data from internal and external sources; troubleshoot issues and implement fixes to maintain data quality and accuracy.
• Use SQL, business intelligence, and visualization tools to extract, analyze, and present complex data clearly.
• Provide analytics and market intelligence to support business development, client segmentation, sales strategy, and ad hoc requests from client-facing teams.
• Support the implementation of new technologies, reporting processes, and analytical methodologies.
• Share expertise with less experienced colleagues.

Benefits

• Competitive compensation
• Benefits and wellbeing programs
• Flexible global resources and tools
• Generous paid leaves
• Paid volunteer time

What This Job Offers

• Job Type: Full-time
• Career Level: Senior