Description
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 transparent and professional communication with clients and internal teams.
- Knowledge of