Senior Specialist, Client Reporting/Performance

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 and champions of inclusion, 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 Client Reporting team within BNY Investments. This role is located in Pune.

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

• Delivering accurate, timely, and comprehensive reports to clients on their portfolios, transactions, and holdings.
• Develops technical expertise regarding product offerings in order to act as a resource to clients.
• Continuously improving reporting processes and tools to enhance client experience.
• Answers any inquiries from clients regarding the nature of investment products and their portfolios along with inquiries regarding managing portfolio risk and asset allocation.
• Supports the maintenance of the online platform utilized by clients to generate reports on their portfolios and portfolio performance.

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

• Bachelor’s or master’s degree in Finance or equivalent combination of education and experience is required.
• 6+ years of total experience in Client Reporting or Operations within Financial services preferred.
• Ability to have clear and professional communication with clients and internal teams.
• Knowledge of Investment Management business process, data flows, types of reports & systems etc.
• Strong knowledge of Microsoft 365 suite & associated applications.

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.