Client Services Analyst (Pittsburgh, PA or Houston, TX)

Description

At BNY, our culture allows us to run our company better and enables you to grow and succeed. 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 and champions of inclusion, 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.

Job Summary:

We are seeking a Client Services Analyst to support loan and CLO (Collateralized Loan Obligation) portfolios within a client-facing operations environment. This role focuses on managing the day-to-day operational health of assigned client accounts, including trade and cash oversight, reporting, and client interaction.

This role is hybrid in either Pittsburgh, PA (8–5pm ET) or Houston, TX (8:30–5pm ET)

Key Responsibilities:

• Client & Account Management: Serve as a primary point of contact for assigned client accounts, maintaining strong relationships with portfolio managers and internal partners

• Transaction Oversight: Monitor and manage cash and trade activity across loan, bond, and equity positions, ensuring timely and accurate execution

• Portfolio Oversight: Oversee 3–7 client accounts (including complex portfolios), ensuring operational health and service delivery standards are met

• Reporting & Deliverables: Own monthly and quarterly reporting cycles, ensuring accuracy and timely delivery within 7–8 business day deadlines

• Reconciliation & Issue Resolution: Perform reconciliations and investigate discrepancies across trades, cash, and positions; resolve issues or escalate as needed

• Client Communication: Respond to client inquiries via phone and email, providing updates, resolving issues, and supporting ongoing portfolio needs

• Collaboration: Partner with internal teams including accounting, consultants, and relationship managers to support payment cycles and operational processes

• Process Improvement: Identify opportunities to streamline workflows and enhance operational efficiency across client servicing activities

Qualifications:

• 2–5 years of experience in financial services, client operations, or client-facing roles

• Strong understanding of financial instruments including loans, bonds, and equities

• Experience with reconciliation and transaction processing

• Excellent communication skills with ability to manage client relationships

• Strong analytical, organizational, and time management skills

• Ability to work in a high-volume, deadline-driven environment

• Excel skills for data analysis and reporting

• Bachelor’s degree required

Preferred Experience:

• Experience in Corporate Trust, CLOs, or loan portfolio servicing

• Exposure to syndicated loans, bilateral loans, or real estate loan products

• Experience reviewing deal documentation and understanding risk/control frameworks

• Familiarity working with portfolio managers or front-office stakeholders

Why Join Us:

This role offers hands-on experience supporting complex loan and CLO portfolios while working closely with clients and front-office stakeholders. You’ll gain exposure to high-volume financial data, reporting cycles, and transaction management in a collaborative team environment. With strong training and mentorship, this is an excellent opportunity to grow within financial services operations with potential for long-term career advancement.

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

Additional Notes

Applications will be accepted on an ongoing basis.

This posting is for a contract assignment with Tundra Technical Solutions to provide services to Bank of New York (BNY). Please note that this is not a full-time employment opportunity. Candidates selected for this role will be engaged as contractors for the specified duration of the project. For any inquiries regarding the terms of the contract or engagement, please contact Tundra Technical Solutions directly.

Benefits Information

Optional benefits offering include medical, dental, vision and retirement benefits via Tundra Technical Solutions.