Vice President, Client Reporting/Performance I

2 months ago

Pune, India BNY Mellon Full time

VICE PRESIDENT, Client Reporting/Performance 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 I to join our Mellon Investments Corporation (India) team. This role is located in Pune, MH –HYBRID.

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

  • Preparation of portfolio and benchmark reports, Risk Reports, Performance Attribution reports.
  • Maintenance of Performance Databases. 
  • Provides analysis and development of reports related to all aspects of account activities, performance, and investment related practices and procedures.
  • Answers any inquiries from clients regarding the nature of investment products and their portfolios along with inquiries regarding managing portfolio risk and asset allocation. 
  • Processing various types of client reports.
  • Maintains online tools and reporting platform. 
  • Actively work on training the new and existing team members; s/he will plan the new migrations and will make sure that all the business documents are up to-date to maintain the knowledge base. 
  • Coordinating with the LOB (Mellon Investments Corporation) and ensure meeting the SLA and key deliverables. S/he will be responsible for ensuring the team’s report and information production is of the highest quality and delivered within pre-defined deadlines.
  • Yearly appraisals for Direct team members.
  • Work allocation/leave Management.
     

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

  • Excellent verbal and written communications skills. 
  • Excellent organizational skills and the ability to prioritize multiple requests from a variety of sources.
  • Should be good in negotiation, Conflict Management, and networking. S/He should have skills to handle cross-cultural communications.
  • People management skills/experience.
  • Knowledge of Asset Management business processes, data flows, types of reports etc.
  • Experience of working with stakeholders.  In this role the individual would need to understand data requirements and document them in clear, concise language. 
  • The individual needs to be autonomous and comfortable in approaching business teams with queries.
  • An understanding of how to approach analyzing data in current systems and document the relationships of business data that resides in multiple systems
  • The individual needs to be autonomous and comfortable in approaching business teams with queries.
  • should be highly skilled to resolve day to day issues faced by the team.
  • Should be able to see functional as well as team problems from all sides and should be able to see all possible alternatives before coming up with solution to the problem.


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.

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