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BNY

Specialist, Client Reporting/Performance II

Posted One Month Ago
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In-Office or Remote
Hiring Remotely in MH, IND
Mid level
In-Office or Remote
Hiring Remotely in MH, IND
Mid level
Monitors and reports on client portfolio performance, maintains online reporting platforms, analyzes account activity and investment practices, and answers client inquiries about products, risk, and asset allocation. Develops market and industry research, identifies product and revenue opportunities, trains clients on report generation, recommends service improvements, and provides guidance to less experienced staff.
The summary above was generated by AI

We’re seeking a future team member for the role of Specialist, Client Reporting/Performance II to join our Solutions team. This role is located in the Pune, Hybrid.

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

  • Support the delivery of high-quality performance reporting and data solutions for Solutions portfolios across Equity, Fixed Income, multi-asset, and LDI strategies
  • Produce accurate and timely performance and attribution outputs for portfolios and share classes
  • Monitor performance data flows, investigate and resolve data issues, and coordinate with upstream teams and external providers to resolve discrepancies
  • Build strong relationships with fund managers, Solutions teams, and internal stakeholders while supporting ad hoc requests, new fund and benchmark setups, and query management

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

  • Strong working knowledge of performance calculations.

  • Ability to navigate and understand different regulatory requirement including GIPS. 

  • Exposure to performance systems (e.g., BarraOne/Bloomberg or similar tools).

  • Strong understanding of financial markets, instruments type, and performance concepts.

  • Understanding of Equity, LDI, fixed income, or multi‑asset portfolios

  • Experience working with large datasets and data quality frameworks

  • Good working knowledge of data analysis and Excel (advanced)

  • Strong analytical and problem‑solving ability

  • Excellent communication and stakeholder management skills

  • Be able to demonstrate skills in the understanding and debugging of processes and methodologies.

  • Strong team player with excellent communication skills

  • Excellent organisational, prioritisation and communication skills (both written and oral) required.

  • Operates with professionalism, honesty and integrity at all times

  • Strong problem-solving skills.

  • Python/SQL coding knowledge desirable.

About Us

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. About the Team

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.

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