Specialist, Client Reporting/Performance II
About The Position
Client Reporting is a global function that delivers accurate, timely and compliant reporting to BNY Investments clients, working closely with Relationship Management, Client Services and Investment teams. The team's main focus is the end-to-end production, delivery and governance of client, regulatory and fund reporting, serving as the point of accountability for reporting outcomes across the firm's investment businesses. In addition, Client Reporting acts as the bridge between the Asset Manager and its clients, translating investment data into clear, usable reporting delivered through approved enterprise platforms, and manages delivery commitments and the data and process dependencies that support them. The team also supports the regulatory change agenda where reporting impacts to clients or client-facing teams are identified, and coordinates the resolution of reporting queries across internal and external partners. Finally, team members partner with functions across the firm to strengthen accuracy, timeliness and operational resilience through automation and centralization. We’re seeking a future team member for the role of Specialist, Client Reporting/Performance II to join our BNY Investments team. This role is located in Boston, Massachusetts or Pittsburgh, Pennsylvania.
Requirements
- Bachelor’s degree or the equivalent combination of education and experience is required.
- 3-5 years of total work experience preferred. Finance or Operations preferred.
- High attention to detail; strong analytical/problem-solving skills; strong systems aptitude; with the ability to interpret complex data and provide actionable insights.
- Excellent communication and interpersonal skills to effectively collaborate with various teams and stakeholders.
Responsibilities
- Support client onboarding for reporting, including requirements intake, documentation, and report/template setup through go-live.
- Produce and deliver contractual client reports; validate data, resolve breaks, and ensure accurate, on-time delivery.
- Investigate reporting exceptions and drive resolution with Technology, Performance, Operations, and vendors; document root cause and corrective actions.
- Manage assigned deliverables with minimal supervision, balancing priorities across deadlines and escalating risks as needed.
- Researches and resolves complex operational or client issues. Identifies trends in client issues and proposes solutions.
- Identify recurring issues and support process improvements, standardization, and automation to strengthen reporting controls.
Benefits
- generous paid leaves
- paid volunteer time
- 401(k) plan
- Company-sponsored medical, dental, vision, and basic life insurance plans
- various paid time off benefits, such as vacation and sick time
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
