Investment Performance & Compliance Consultant

Position located in Wrocław, Poland. The role is part of the Fund & Investor Solutions team and is described in the contract title as Vice President, Client Reporting/Performance Manager.

Responsibilities

• Support clients and engage with the commercial aspects of client relationships.
• Interact with institutional investor offices and BNY stakeholders to enhance client satisfaction and encourage subscription to additional services.
• Resolve internal and external inquiries related to performance measurement, asset allocation, attribution, risk, and other investment analysis within Global Risk Solutions (Performance & Compliance).
• Manage and execute initiatives and projects independently while providing excellent client service across multiple stakeholders, including client sales, onboarding, migration, and conversion.
• Collaborate with functional groups to address investment data, operational processes, and technical aspects, coordinate resolution of data quality or complex technical issues.

Qualifications

• Excellent written and verbal communication skills with the ability to move flexibly between detailed data discussions and high‑level overviews.
• Strong financial industry knowledge, performance attribution, and experience with tools, query databases, Advanced Excel, PowerPoint; SQL and visualization tools are advantageous.
• Expertise in investment and risk analysis and understanding of how institutional investors use advanced investment analysis services.
• Comprehensive understanding of the interaction of investment data, vendor sources, and external investment managers, administrators, consultants, or other service providers.
• 5–7 years of relevant experience (Fund Accounting, Performance or Compliance is advantageous).
• University degree in Accounting, Economics, Finance, Mathematics or equivalent; Master’s degree and certifications such as CFA, CIPM, CAIA, FRM, ACCA, CIMA are preferred.

Benefits & Rewards

BNY offers competitive compensation, benefits, and wellbeing programs rooted in a pay‑for‑performance philosophy. Flexible global resources, generous paid leave, and paid volunteer time are provided.

BNY is an Equal Employment Opportunity/Affirmative Action Employer – Underrepresented racial and ethnic groups, Females, Individuals with Disabilities, Protected Veterans.