Senior Wealth Planning & Analysis Specialist

BNY; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

BNY is seeking a Senior Specialist, Business Planning and Analysis for its Wealth Management team in New York, NY. The role focuses on analytics, reporting, and operational planning to support business operations and strategic initiatives.

You'll gather and organize data, synthesize findings, and present insights to both technical and business audiences. The position requires collaboration with partners across functions and mentorship for junior staff.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• 3-5 years of total work experience preferred.
• Strong communication skills with the ability to work effectively with technical and business partners.
• Familiarity with organization and function operations, including metrics, performance indicators, and reporting protocols.

Responsibilities

• Conduct analyses and reporting in support of business operations, special projects, initiatives, and operational planning activities.
• Gather, organize, and review operational data and metrics, applying established processes and precedents.
• Analyze and synthesize data, then compile findings into reports and presentations for technical and business audiences.
• Support project teams by providing analytical expertise to help achieve project objectives.
• Contribute to team objectives and provide guidance to less experienced staff as needed.

Skills

Communication skills

Education

Bachelor’s degree or equivalent combination of education and experience

Job description

BNY is seeking a Senior Specialist, Business Planning and Analysis for its Wealth Management team in New York, NY. The role focuses on analytics, reporting, and operational planning to support business operations and strategic initiatives.

You'll gather and organize data, synthesize findings, and present insights to both technical and business audiences. The position requires collaboration with partners across functions and mentorship for junior staff.