Vice President, Client Reporting/Performance Manager I

1 week ago


Pune, India BNY Mellon Full time

Vice President, Client Reporting/Performance Manager I 

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.    

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. 

We’re seeking a future team member for the role of Vice President, Client Reporting/Performance Manager I to join our Insight Investment Management team. This role is located in Pune - HYBRID.

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

This role requires leading team of 8-10 members in Pune Performance team. The Performance: Team is Responsible for calculating, identifying, and fixing any issue with the performance and attribution numbers and validating funds on system, answering any queries raised by other departments, setting up security and updating characteristics in data base (Team caters asset classes like Alternate investment, LDI and Fixed income, etc.)

These Operations team are seeking to drive efficiencies across these functions by standardizing, automating, and providing self-serve solutions.

Following are Key responsibilities:

1) Day to day team management to ensure smooth BAU 

2) Identifying and Implementing robust controls in process 

3) Continuous upscaling of team 

4) Stakeholder management and working as first point of contact for stakeholders 

5) handling complex and critical BAU work 

The role is an opportunity to join a well-established, supportive operation function where the role holder can increase their knowledge of the firm and its investment strategies.   

The proposed split is: - 

Process, People, stakeholder management                                                                  30%

Production and Review of critical and complex tasks                                                    40%

Compliance, Controls and Audit management                                                               15%

Efficiencies and Upscaling                                                                                              15%

Business expertise 

The role requires some experience of financial services and/or the asset management industry particularly investment capabilities.  This includes knowledge of investment lifecycle, demonstrate knowledge found in the middle-office, back-office, and client management roles. A basic understanding of fixed income is desirable. The person should have gained some experience with OTC and ETD derivatives such as swaps and futures The role requires excellent working knowledge of MS Office and Word and Excel in particular. 

 Interactions / Interpersonal Skills

The role requires effective collaboration in Pune, with the Operations teams in London/NY/Boston and with our data vendor. The candidate should possess excellent oral and written communication skills, strong attention to detail, task driven and being quantitatively competent.

 Nature & Area of Impact

The candidate should possess excellent organizational, prioritization and communication skills, The role requires collaboration between several business units to maintain a high degree of analysis. This includes fund managers, solution designers, client directors, client reporting and middle-office extending to external customers such as consultants and trustees. 

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

  • Postgraduate with relevant degree in Finance or CFA/FRM
  • Overall 10+ years of experience within in Asset Management/investment banking of relevant functions
  • Minimum 2 years of people management experience.

 At BNY, our culture speaks for itself. Here’s a few of our awards: 

  • America’s Most Innovative Companies, Fortune, 2024
  • World’s Most Admired Companies, Fortune 2024
  • Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
  • Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
  • “Most Just Companies”, Just Capital and CNBC, 2024
  • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
  • Bloomberg’s Gender Equality Index (GEI), 2023


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 Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.

Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.



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