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Client Service Lead - Investment Performance and Risk Services

BNY Mellon · mumbai, India
client serviceinvestment performancerisk analyticsfinancial acumendata analysissqlexcelpowerpointregulatory reportingexperienced

Job Description

The Client Service Lead will strengthen institutional client relationships and ensure high-quality delivery in investment performance and risk services. Responsibilities include managing end-to-end client engagement, resolving complex inquiries, and leading cross-functional initiatives. The role requires strong financial acumen, advanced data analysis skills, and a deep understanding of investment data workflows.

Qualifications

Bachelor’s in Accounting, Economics, Finance, or Mathematics; preferred Master’s degree and professional certifications (e.g., CFA, CIPM, CAIA, FRM, ACCA, CIMA).

Skills Required

  • client service
  • investment performance
  • risk analytics
  • financial acumen
  • data analysis
  • sql
  • excel
  • powerpoint
  • regulatory reporting

Location

City: mumbai · Country: India