Senior Specialist, Sales Performance & Operations

BNY Mellon•New York, NY
•$59,000 - $87,500

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 translate requirements into data solutions, maintains data quality across internal and external sources, and provides analytics and market intelligence for business development, client segmentation, sales strategy, and requests from 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 equivalent combination of education and relevant experience.
  • Relevant experience in data analytics, business intelligence, reporting, or a quantitative- or technology-focused role; experience in Investment Management or financial services is ideal.
  • 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 for business development, client segmentation, sales strategy, and ad hoc requests from client-facing teams.
  • Support implementation of new technologies, reporting processes, and analytical methodologies.
  • Share expertise with less experienced colleagues.

Benefits

  • Competitive compensation.
  • Benefits and wellbeing programs.
  • Paid leaves, including paid volunteer time.
  • 401(k) plan, for eligible employees.
  • Medical insurance, for eligible employees and their eligible dependents.
  • Dental insurance, for eligible employees and their eligible dependents.
  • Vision insurance, for eligible employees and their eligible dependents.
  • Basic life insurance, for eligible employees and their eligible dependents.
  • Potential eligibility for an annual discretionary incentive award.
  • Paid time off benefits such as vacation and sick time, depending on the position offered.
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