Senior Specialist, Business Planning and Analysis

About the role

BNY Managed Account Solutions (MAS) is seeking a Business Intelligence Specialist to transform data into actionable insights for senior leadership, client relationship teams, and MAS clients. This role is primarily responsible for developing, maintaining, and enhancing both internal management information reporting and polished client-facing reporting, while also supporting the design and creation of new reports to meet evolving business and client needs. The successful candidate will have detailed knowledge of Microsoft Excel and be familiar with common reporting platforms (e.g., Microsoft PowerBI and Tableau). Experience with SQL and data warehouses is preferred. This role can be based either in Berwyn, PA or Pittsburgh, PA.

Responsibilities

• Produce, maintain, and distribute recurring and ad hoc management information reports for MAS senior leadership and internal stakeholders.
• Develop and deliver polished, accurate, and timely client-facing reports in support of client servicing and relationship management activities.
• Assist in the design, development, and implementation of new reports and reporting enhancements.
• Partner with business stakeholders to gather and execute reporting requirements.
• Support continuous improvement initiatives by identifying opportunities to streamline, standardize, and automate reporting processes.
• Maintain reporting documentation, including report definitions, methodologies, data sources, and procedures.

Requirements

• 2-5 years of experience in a business analyst environment required.
• Experience in the securities or financial services industry is a plus.
• Bachelor's degree in management information systems, business administration, or a related discipline, or equivalent work experience required.

About Us

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.

About The Team

At BNY, our culture speaks for itself. Check out the latest BNY news at BNY Newsroom & BNY LinkedIn.

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

Benefits

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.

• Eligibility for an annual discretionary incentive award.
• 401(k) plan participation.
• Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and eligible dependents.
• Various paid time off benefits, such as vacation and sick time.

Pay

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience.