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

We’re seeking a future team member for the role of Senior Specialist, Client Reporting/Performance to join our team. This role location in London.

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

• Monitor and report on client portfolio performance.

• Own online tools and reporting platform; troubleshoot and manage any issues with the platform.

• Answer escalated inquiries from clients regarding risk management, asset allocation, and portfolio performance measured against their peers.

• Apply industry research to predict future industry trends.

• Provide guidance to less experienced Client Reporting associates on portfolio performance reporting and client guidance in risk management and portfolio allocation.

• Serve as the organization’s expert regarding different product lines and respond to escalated inquiries.

• Maintain the online platform utilized by clients to generate reports on their portfolios and portfolio performance.

• Implement improvements to systems and train clients on report production.

• Listen to and evaluate client concerns and needs, developing plans to improve client experience.

• Publish white papers on industry trends and report on areas where revenues from products and product capabilities can be expanded.

• Provide guidance to less experienced Client Reporting and Performance staff as needed.

• Contribute to the achievement of team goals.

• May have people management responsibilities in some geographies.

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

• Bachelor’s degree or the equivalent combination of education and experience is required.

• 5-7 years of total work experience preferred.

• Experience in trading or brokerage preferred.

• People leadership experience where applicable.

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.