Specialist, Enterprise Client Coverage (Alternatives/Financial Sponsors)

Posted 2 Hours Ago
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New York, NY, USA
In-Office
Mid level
Fintech • Financial Services
The Role
Supports enterprise client coverage for major alternative asset managers, including hedge funds, private equity, private credit, and real estate firms. Conducts client and industry research, develops analyses and insights, tracks commercial opportunities and pipeline data in the CRM, creates portfolio and segment reports, communicates progress to senior leadership, and collaborates across the organization to advance client relationships and commercial efforts.
Summary Generated by Built In

We’re seeking a future team member for the role of Specialist to join our Alternatives coverage team within Global Client Management. As a member of an enterprise client coverage team, you’ll have a unique opportunity to gain exposure to BNY’s entire product suite and be an integral part of our client-facing team covering a portfolio of leading global alternative asset managers (hedge funds, private equity, private credit, real estate). This role is in New York, NY.

In this role, you’ll make an impact in the following ways:

  • Work with the firm’s largest client relationships and respective coverage teams to progress commercial efforts
  • Conduct analyses and develop insights that help support decision-making through delivering concrete outcomes and communicating progress to senior leadership
  • Staying current updated on client news, conducting research and analysis on industry trends
  • Maintaining the team's CRM system for data quality; track wins, pipeline, and opportunities
  • Create reports for senior coverage bankers and BNY management to highlight metrics for the team's portfolio of clients and the Alternatives segment
  • Cultivate and leverage a strong network across the BNY enterprise

To be successful in this role, we’re seeking the following:

  • Bachelor’s degree or the equivalent combination of education and experience is required
  • 2-5 years of total work experience preferred 
  • Proficient in Powerpoint and Excel 
  • Strong analytical, presentation and communication skills with the ability to produce professional output in different formats; strong writing ability and an eye for detail are a must 
  • Ability to grow within the role – develop stronger leadership and influencing skills, recognized collaborator by colleagues and clients 
  • The ability to establish relationships with diverse individuals and working styles, in the context of a global company with colleagues from different cultures. Adept at communicating (both verbally and in writing) with multiple internal partners to drive results 
  • Strong time management skills and the ability to work well under pressure with a track record of delivering against deadlines 
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 #LifeAtBNY is all about. Join us and be part of something extraordinary. About the Team

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

 Here’s a few of our recent awards:

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

    Our Benefits and Rewards:

    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.

    Skills Required

    • Bachelor's degree or equivalent combination of education and experience
    • 2-5 years of total work experience
    • Proficiency in Microsoft PowerPoint and Microsoft Excel
    • Strong analytical, presentation, communication, and writing skills
    • Strong attention to detail and ability to produce professional outputs in different formats
    • Ability to develop leadership and influencing skills and collaborate effectively
    • Ability to build relationships with diverse individuals and communicate with multiple internal partners
    • Strong time management skills and ability to work under pressure while meeting deadlines

    BNY Compensation & Benefits Highlights

    The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about BNY and has not been reviewed or approved by BNY.

    • Healthcare Strength Health coverage includes comprehensive options with a $0‑premium plan for eligible lower earners, expanded mental‑health support with personalized therapy, and strong income protection through short‑ and long‑term disability. These features have been recently enhanced and are paired with dental and vision coverage.
    • Parental & Family Support Parental leave provides 16 weeks of fully paid time for all parents, with added support such as adoption assistance. This breadth offers strong coverage for major family events.
    • Retirement Support The 401(k) program includes a company match and Roth options to support long‑term savings. Additional financial programs like tuition assistance and savings vehicles complement retirement readiness.

    BNY Insights

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    The Company
    HQ: New York, NY
    41,739 Employees

    What We Do

    We help make money work for the world — managing it, moving it and keeping it safe. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investable assets. Today we help over 90% of Fortune 100 companies and nearly all the top 100 banks globally access the money they need. For 240 years we have partnered alongside our clients to create solutions that benefit businesses, communities and people everywhere.

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