Full-Time
Vice President – Client Service Lead
Investment Performance and Risk Services
BNY
Global asset management and financial advisory
Compensation Overview
$69k - $153k/yr
Pittsburgh, PA, USA
Hybrid
Hybrid role; four days on-site per week.
 Finance & Banking (2) |
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- 5–7 years in relevant domains (Fund Accounting, Performance, Compliance), with a track record of delivering high-quality analyses and client outcomes
- Bachelor’s in Accounting, Economics, Finance, or Mathematics (or equivalent)
- Executive communication: exceptional written and verbal skills; adept at toggling between deep analytical detail and high‑level narratives tailored to client sophistication
- Financial acumen: strong grounding in industry concepts, performance, attribution, and investment/risk analytics; practical fluency with institutional investor use cases
- Data and tooling: advanced Excel and PowerPoint; working knowledge of SQL and visualization platforms; confident using query databases and analytical tools
- Investment data expertise: deep understanding of investment data workflows, vendor data sources, and interactions across managers, administrators, consultants, and service providers
- Alternatives and derivatives: familiar with alternative investments and advanced risk analysis; solid grasp of derivatives strategies and their impacts on performance, exposure, and risk reporting
- Regulatory awareness: exposure to regional/country regulatory reporting and how performance/risk data underpins those disclosures
- Strengthen institutional client relationships, ensure high-quality delivery, and convert satisfaction into growth through proactive issue resolution and cross-functional execution
- Own end-to-end client engagement, partnering with Service and Commercial teams to strengthen relationships and drive retention and growth
- Deepen executive-level relationships with institutional investment offices and key BNY stakeholders to elevate client satisfaction and expand cross-sell of BNY services
- Serve as the primary point of contact for Global Risk Solutions (Performance & Compliance), resolving complex internal/external inquiries across performance measurement, asset allocation, attribution, risk, and investment analytics
- Lead initiatives and projects independently; deliver high-quality client service while orchestrating multi-stakeholder work across sales, onboarding, migration, and conversion
- Coordinate cross-functionally to align investment data, operations, and technology; accelerate resolution of data-quality and complex technical issues to safeguard client outcomes
- Master’s degree and professional certifications (e.g., CFA, CIPM, CAIA, FRM, ACCA, CIMA)
BNY Wealth provides asset management services to individuals, corporations, and institutions around the world, helping clients manage and optimize their financial lifecycles. It earns revenue from asset management fees, financial advisory services, and transaction-based income. The firm covers a broad range of asset classes and uses an approach that considers global and domestic economic factors such as inflation and growth to identify investment opportunities. The company combines portfolio management, advisory support, and transaction services through a large, multinational workforce, emphasizing long-term client relationships and community impact. Its differentiators include its global reach, scale, diversified revenue streams, and a stated commitment to inclusion, sustainability, and innovation. The goal is to help clients grow and protect wealth over time by finding suitable opportunities across markets while focusing on responsible, client-centered service.
Company Size
N/A
Company Stage
Post IPO Equity
Headquarters
New York City, New York
Founded
1784
Simplify's Take
What believers are saying
- Evergreen funds adoption hits 47% in 2026, boosting BNY's private market liquidity.
- Ripple selects BNY Mellon to custody RLUSD reserves, expanding digital asset revenue.
- Liontrust outsources trading to BNY's solutions across 100 global markets.
What critics are saying
- BNY closes Poole office, cutting 200 UK jobs and sparking talent exodus.
- Cork office shutdown eliminates 1,000 Ireland positions, disrupting European services.
- Ripple crypto custody invites SEC crackdown, triggering client withdrawals within 6-12 months.
What makes BNY unique
- BNY Wealth integrates Active Wealth framework across investing, taxes, and estate planning.
- BNY provides multi-generational family office services for complex holdings management.
- BNY offers global custody and tailored lending for high-net-worth individuals.
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Your Connections
People at BNY who can refer or advise you
Benefits
Health Insurance
Paid Vacation
Flexible Work Hours
Remote Work Options
Unlimited Paid Time Off
Company News
Bank of New York to close Poole office, affecting 200 jobs.
The American financial services firm BNY Mellon, which employs over 1,000 people in Ireland, is to close its office in Cork.
/PRNewswire/ -- The Bank of New York Mellon Corporation ("BNY") (NYSE: BK), a global financial services company, today announced that it priced an underwritten...
AllianceBernstein has appointed Pawan Panjwani as chief executive officer and country head of India, effective immediately.
Ripple has partnered with BNY Mellon, a global financial institution managing over $2 trillion in assets, to serve as the primary custodian for RLUSD reserves.