Specialist, Enterprise Client Coverage (Alternatives/Financial Sponsors)

BNY; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

BNY is seeking a Specialist to join the Alternatives coverage team within Global Client Management in New York, NY. You will work with our largest client relationships and coverage teams to drive commercial outcomes and deliver insights to senior leadership.

The role requires strong analytical, presentation, and communication skills, with the ability to produce professional outputs across formats. You will maintain CRM data, build reports, and develop leadership capabilities in a fast-paced,

Qualifications

• Bachelor’s degree or the equivalent combination of education and experience is required
• 2–5 years of total work experience preferred
• Proficient in PowerPoint and Excel
• Strong analytical, presentation and communication skills with the ability to produce professional output
• Ability to grow within the role – develop stronger leadership and influencing skills
• Ability to establish relationships with diverse individuals and working styles in a global company
• Strong time management skills and ability to work well under pressure with a track record of delivering against deadlines

Responsibilities

• Work with the firm’s largest client relationships and coverage teams to progress commercial efforts
• Conduct analyses and develop insights to support decision-making and communicate progress to senior leadership
• Stay current on client news, conduct research on industry trends
• Maintain the CRM system for data quality; track wins, pipeline, and opportunities
• Create reports for senior coverage bankers and management highlighting portfolio metrics

Skills

PowerPoint

Excel

Analytics

Communication

Presentation

Education

Bachelor's degree

Tools

CRM systems

Job description

Job Description

We’re seeking a future team member for the role of Specialist to join our Alternatives coverage team within Global Client Management. As a member of an enterprise client coverage team, you’ll have a unique opportunity to gain exposure to BNY’s entire product suite and be an integral part of our client-facing team covering a portfolio of leading global alternative asset managers (hedge funds, private equity, private credit, real estate). This role is in New York, NY.

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

• Work with the firm’s largest client relationships and respective coverage teams to progress commercial efforts
• Conduct analyses and develop insights that help support decision-making through delivering concrete outcomes and communicating progress to senior leadership
• Staying current updated on client news, conducting research and analysis on industry trends
• Maintaining the team's CRM system for data quality; track wins, pipeline, and opportunities
• Create reports for senior coverage bankers and BNY management to highlight metrics for the team's portfolio of clients and the Alternatives segment
• Cultivate and leverage a strong network across the BNY enterprise

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

• Bachelor’s degree or the equivalent combination of education and experience is required
• 2-5 years of total work experience preferredli>
• Proficient in Powerpoint and Excel
• Strong analytical, presentation and communication skills with the ability to produce professional output in different formats; strong writing ability and an eye for detail are a must
• Ability to grow within the role – develop stronger leadership and influencing skills, recognized collaborator by colleagues and clients
• The ability to establish relationships with diverse individuals and working styles, in the context of a global company with colleagues from different cultures. Adept at communicating (both verbally and in writing) with multiple internal partners to drive results
• Strong time management skills and the ability to work well under pressure with a track record of delivering against deadlines

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.