Vice President, Client Service Lead - Investment Performance and Risk Services

About the role

We are seeking a Vice President to join our Client Operations & Reporting team. This role is located in Pittsburgh, PA, with a 4-day in-office expectation.

Responsibilities

• Strengthen institutional client relationships, ensuring high-quality delivery, and converting 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.
• Cross-functionally coordinate to align investment data, operations, and technology; accelerate resolution of data-quality and complex technical issues to safeguard client outcomes.

Requirements

• Core competencies:
  • 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.
• Experience: 5–7 years in relevant domains (Fund Accounting, Performance, Compliance), with a track record of delivering high-quality analyses and client outcomes.
• Education and credentials: Bachelor’s in Accounting, Economics, Finance, or Mathematics (or equivalent). Preferred: Master’s degree and professional certifications (e.g., CFA, CIPM, CAIA, FRM, ACCA, CIMA).

Qualifications

Preferred: Professional certifications (e.g., CFA, CIPM, CAIA, FRM, ACCA, CIMA).

Skills

• Advanced Excel and PowerPoint.
• Working knowledge of SQL and visualization platforms.
• Confident using query databases and analytical tools.
• Deep understanding of investment data workflows, vendor data sources, and interactions across managers, administrators, consultants, and service providers.
• Familiarity with alternative investments and advanced risk analysis.
• Solid grasp of derivatives strategies and their impacts on performance, exposure, and risk reporting.
• Exposure to regional/country regulatory reporting and how performance/risk data underpins those disclosures.

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. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. For further information, and to apply, please visit our website via the “Apply” button below.