Specialist, Client Reporting/Performance 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

Specialist, Client Reporting/Performance II, Specialist II

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. About BNY Investments:

BNY Investments is a leading investment manager, with $2.2 Trillion in assets under management. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY.

Client Reporting is a global function that delivers accurate, timely and compliant reporting to BNY Investments clients, working closely with Relationship Management, Client Services and Investment teams. The team's main focus is the end-to-end production, delivery and governance of client, regulatory and fund reporting, serving as the point of accountability for reporting outcomes across the firm's investment businesses. In addition, Client Reporting acts as the bridge between the Asset Manager and its clients, translating investment data into clear, usable reporting delivered through approved enterprise platforms, and manages delivery commitments and the data and process dependencies that support them. The team also supports the regulatory change agenda where reporting impacts to clients or client-facing teams are identified, and coordinates the resolution of reporting queries across internal and external partners. Finally, team members partner with functions across the firm to strengthen accuracy, timeliness and operational resilience through automation and centralization.

We're seeking a future team member for the role of Specialist, Client Reporting/Performance II to join our BNY Investments team. This role is located in Boston, Massachusetts or Pittsburgh, Pennsylvania.

In this role, you'll make an impact in the following ways:

• 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.
• Researches and resolves complex operational or client issues. Identifies trends in client issues and proposes solutions.
• Identify recurring issues and support process improvements, standardization, and automation to strengthen reporting controls.

To be successful in this role, we're seeking the following:

• 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; with the ability to interpret complex data and provide actionable insights.
• Excellent communication and interpersonal skills to effectively collaborate with various teams and stakeholders.