Vice President, Client Service Lead - Investment Performance and Risk Services

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 #Life AtBNY is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Vice President to join our Client Operations & Reporting team. This role is located in Pittsburgh, PA (4 days in office expectation)

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

• Strengthen institutional client relationships, ensure high‑quality delivery, and convert satisfaction into growth through proactive issue resolution and cross‑functional execution.
• Own end‑to‑end client engagement, partnering with Service and Commercial teams to strengthen relationships and drive retention and growth.
• Deepen executive‑level relationships with institutional investment offices and key BNY stakeholders to elevate client satisfaction and expand cross‑sell of BNY services.
• Serve as the primary point of contact for Global Risk Solutions (Performance & Compliance), resolving complex internal/external inquiries across performance measurement, asset allocation, attribution, risk, and investment analytics.
• Lead initiatives and projects independently; deliver high‑quality client service while orchestrating multi‑stakeholder work across sales, onboarding, migration, and conversion.
• Coordinate cross‑functionally to align investment data, operations, and technology; accelerate resolution of data‑quality and complex technical issues to safeguard client outcomes.

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

Core competencies

• Executive communication:

Exceptional written and verbal skills; adept at toggling between deep analytical detail and high‑level narratives tailored to client sophistication.

• Financial acumen:

Strong grounding in industry concepts, performance, attribution, and investment/risk analytics; practical fluency with institutional investor use cases.

• Data and tooling:

Advanced Excel and PowerPoint; working knowledge of SQL and visualization platforms; confident using query databases and analytical tools.

• Investment data expertise:

Deep understanding of investment data workflows, vendor data sources, and interactions across managers, administrators, consultants, and service providers.

• Alternatives and derivatives:

Familiar with alternative investments and advanced risk analysis; solid grasp of derivatives strategies and their impacts on performance, exposure, and risk reporting.

• Regulatory awareness:

Exposure to regional/country regulatory reporting and how performance/risk data underpins those disclosures.

• 5–7 years in relevant domains (Fund Accounting, Performance, Compliance), with a track record of delivering high‑quality analyses and client outcomes.
• Bachelor’s in Accounting, Economics, Finance, or Mathematics (or equivalent).
• Preferred: Master’s degree and professional certifications (e.g., CFA, CIPM, CAIA, FRM, ACCA, CIMA).

Experience

Education and credentials

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom
BNY LinkedIn

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.