Senior Specialist, Client Reporting/Performance
Bny
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 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:
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.
