Specialist, Client Reporting/Performance II

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

Job summary

BNY Investments seeks a Specialist, Client Reporting/Performance II to join our team in Boston, MA or Pittsburgh, PA. You will support onboarding, produce and deliver client reports, and resolve data issues to ensure timely, accurate reporting with strong controls.

The role requires a bachelor’s degree and 3–5 years of experience, with high attention to detail, analytical mindset and excellent communication to collaborate across stakeholders.

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; with the 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.
• 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.

Skills

Analytical/problem-solving

Communication and interpersonal skills

Systems aptitude

Education

Bachelor’s degree

Job description

Job Description
Specialist, Client Reporting/Performance II, Specialist II

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.
About
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 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.

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.
BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.
Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.
If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.