Specialist, Client Reporting/Performance Representative at BNY

Pune, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

18 Sep, 26

Salary

0.0

Posted On

20 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Reporting, Performance Reporting, Investment Operations, Fixed Income, LDI, Multi-Asset, Equity, Structured Products, Advanced Excel, Vermilion Suite, Data Reconciliation, Analytical Thinking, Stakeholder Communication, Regulatory Reporting, Audit Documentation, Process Automation

Industry

Financial Services

Description

We’re seeking a future team member for the role of Specialist, Client Reporting/Performance Representative to join our Insights - Investments Client Reporting team. This role is located in Pune. In this role, you’ll make an impact in the following ways: * Processing and reviewing of regulatory reports, bespoke, Factsheet, Investment & meeting packs for Institutional clients, client service team and Portfolio Managers. * Perform detailed checks on holdings, performance, attribution, exposures, and benchmark data. * Reconcile data across reporting platforms and investigate discrepancies. * Partners with global teams including Performance, Portfolio Management, Client Services, Fund Accounting, Data Management, and Audit. * Maintain audit‑ready documentation including SOPs, approvals, and report circulation logs. * Contribute to automation, standardization, and process‑efficiency initiatives within the reporting team. To be successful in this role, we’re seeking the following: * 2 to 3 years of experience in Client Reporting, Performance Reporting, or Investment Operations. * Strong understanding of investment products (Fixed Income, LDI, Multi‑Asset, Equity, structured products). * Advanced Excel skills (formulas, data manipulation, automation preferred). * Experience with reporting tools like Vermilion Suite, or similar systems. * Strong analytical mindset with exceptional attention to detail. * Ability to work under tight deadlines across multiple time zones. * Clear and structured communication skills with cross‑functional stakeholders. 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. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom [https://www.bny.com/corporate/global/en/about-us/newsroom.html] & BNY LinkedIn [https://www.linkedin.com/company/bnyglobal/posts/?feedView=all] 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.

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Responsibilities

The role involves processing and reviewing regulatory and bespoke investment reports for institutional clients and portfolio managers. It also requires reconciling data across platforms and collaborating with global teams to improve process efficiency and automation.