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 #LifeAtBNY 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 skilled communication with clients and
internal teams.
* Knowledge of Invest

📌 Senior Specialist, Client Reporting/Performance (Pune)
🏢 Bank of New York Mellon
📍 Pune