Senior Specialist, Business Planning and Analysis

Business Intelligence Specialist

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 incumbent 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.

• 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.

• 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.

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.