Client Reporting & Performance Specialist II

BNY Mellon; Boston (MA); On-site; USD 90,000 - 120,000; Full time

Job summary

BNY Mellon in Boston, MA is seeking a Specialist, Client Reporting/Performance II. This role supports onboarding, on-time delivery of contractual client reports, and data quality governance with cross-functional partners.

The candidate should have a Bachelor's degree, 3–5 years in finance or operations, and strong analytical, communication, and problem-solving abilities to drive improvements and reliable reporting outcomes.

Qualifications

• Bachelor's degree or the equivalent combination of education and experience is required.
• 3-5 years of total work experience preferred. Finance or Operations preferred.
• High attention to detail; strong analytical/problem-solving skills; strong systems aptitude; ability to interpret complex data and provide actionable insights.
• Excellent communication and interpersonal skills to effectively collaborate with various teams and stakeholders.

Responsibilities

• Support client onboarding for reporting, including requirements intake, documentation, and report/template setup through go-live.
• Produce and deliver contractual client reports; validate data, resolve breaks, and ensure accurate, on-time delivery.
• Investigate reporting exceptions and drive resolution with Technology, Performance, Operations, and vendors; document root cause and corrective actions.
• Manage assigned deliverables with minimal supervision, balancing priorities across deadlines and escalating risks as needed.
• Research complex operational or client issues; identify trends and propose solutions.
• Identify recurring issues and support process improvements, standardization, and automation to strengthen reporting controls.

Job description

BNY Mellon in Boston, MA is seeking a Specialist, Client Reporting/Performance II. This role supports onboarding, on-time delivery of contractual client reports, and data quality governance with cross-functional partners.

The candidate should have a Bachelor's degree, 3–5 years in finance or operations, and strong analytical, communication, and problem-solving abilities to drive improvements and reliable reporting outcomes.