Associate, Client Reporting/Performance II
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.We're seeking a future team member for the role of
Associate, Client Reporting/Performance II
to join our
Insights -
Investments Client Reporting
team. This role is located in
Chennai
.
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:
- 4 to 6 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 speaks for itself, check out the latest BNY news at:
BNY NewsroomBNY 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.
