Senior Specialist, Business Planning and Analysis

BNY Mellon; Berwyn (PA); On-site; USD 85,000 - 110,000; Full time

Job summary

BNY Mellon is seeking a Business Intelligence Specialist to transform data into actionable insights for MAS leadership, client relationship teams, and MAS clients. The role focuses on developing and maintaining internal management information reporting and polished client-facing reports, with opportunities to design new reports aligned to evolving business needs.

The incumbent will leverage Microsoft Excel and reporting platforms like Power BI and Tableau, with SQL and data warehousing

Qualifications

• 2-5 years of experience in a business analyst environment.
• Experience in the securities or financial services industry is a plus.

Responsibilities

• Produce, maintain, and distribute recurring and ad hoc management information reports for MAS senior leadership and internal stakeholders.
• Develop and deliver polished, accurate, and timely client-facing reports in support of client servicing and relationship management activities.
• Assist in the design, development, and implementation of new reports and reporting enhancements.
• Partner with business stakeholders to gather and execute reporting requirements.
• Support continuous improvement initiatives by identifying opportunities to streamline, standardize, and automate reporting processes.
• Maintain reporting documentation, including report definitions, methodologies, data sources, and procedures.

Skills

Business analysis

Education

Bachelor's degree

Tools

Power BI

Tableau

SQL

Excel

Data Warehousing

Job description

BNY Managed Account Solutions (MAS) is seeking a Business Intelligence Specialist to transform data into actionable insights for senior leadership, client relationship teams, and MAS clients.

This role is primarily responsible for developing, maintaining, and enhancing both internal management information reporting and polished client-facing reporting, while also supporting the design and creation of new reports to meet evolving business and client needs.

The successful incumbent will havedetailed knowledge of Microsoft Excel and be familiar with common reporting platforms (e.g., Microsoft PowerBI and Tableau). Experience with SQL and data warehouses is preferred.

This role can be based either in Berwyn, PA or Pittsburgh, PA.

Primary responsibilities

• Produce, maintain, and distribute recurring and ad hoc management information reports for MAS senior leadership and internal stakeholders.
• Develop and deliver polished, accurate, and timely client-facing reports in support of client servicing and relationship management activities.
• Assist in the design, development, and implementation of new reports and reporting enhancements.
• Partner with business stakeholders to gather and execute reporting requirements.
• Support continuous improvement initiatives by identifying opportunities to streamline, standardize, and automate reporting processes.
• Maintain reporting documentation, including report definitions, methodologies, data sources, and procedures.

Skills and Experience

• 2-5 years of experience in a business analyst environment required
• Experience in the securities or financial services industry is a plus

Education/Qualifications

• Bachelor's degree in management information systems, business administration, or a related discipline, or equivalent work experience required.