Specialist, Client Reporting/Performance II

BNY; Mumbai; Hybrid; INR 1,200,000 - 1,800,000; Full time

Benefits offered by this job

Competitive compensation

Wellbeing programs

Paid time off

Job summary

BNY is seeking a Specialist, Client Reporting/Performance II to join its Solutions team in Pune in a hybrid role. You will deliver high-quality performance reporting and data solutions across Equity, Fixed Income, multi-asset, and LDI strategies, producing accurate outputs and supporting data flows and issue resolution.

You will collaborate with fund managers and internal teams, manage ad hoc requests, and assist with fund and benchmark setups while applying knowledge of performance calculations

Qualifications

• Strong working knowledge of performance calculations.
• Understanding of GIPS regulatory requirements.
• Exposure to performance systems (BarraOne/Bloomberg).
• Solid understanding of financial markets and instruments.
• Experience handling large datasets with data quality frameworks.
• Advanced Excel skills.
• Strong analytical and problem-solving abilities.
• Excellent communication and stakeholder management.

Responsibilities

• Support 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.

Skills

Performance calculations

GIPS knowledge

Data analysis

Excel advanced

Python/SQL

Regulatory familiarity

Stakeholder management

Communication

Tools

BarraOne/Bloomberg

Job description

Job Description

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.

Job Description

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 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.