BNY Mellon Careers

Specialist,CrsFunRelMgtBusDev

Toronto, Canada
Asset Servicing


Job Description

Primary contact in the client servicing process for Global Risk Solutions client relationships. Use investment knowledge to assist clients in the understanding and use of our performance measurement, attribution, portfolio risk analytics, universe comparison, and information delivery services. Understand client requirements for investment support and information delivery, and leverage existing products/services to meet these needs. Understand various investment strategies, including the use of currency overlays, derivatives, tactical asset allocation, alternative investments and portable alpha strategies, and how these strategies impact the risk/return dynamics of a client’s portfolio. Analyze client’s investment guidelines and risk compliance requirements in order to translate these into a comprehensive risk monitoring product. Support the identification and cultivation of expanded business potential with existing clients through regular client interaction/visits. Act as coordinator and facilitator in working with other staff to respond and resolve client issues. Plan and prepare for client visits and presentations by creating effective agendas and presentation materials. Responsible for the ultimate client satisfaction with all Global Risk Solutions products/services. Participate in defining the product direction and development process for GRS products and services. Translate understanding of client’s investment issues into effective product solutions. Address current product issues or problems with a proactive approach including; identification, documentation and suggested resolutions for the issue.
Participate in the marketing process for winning and retaining Asset Servicing business and establishing new GRS business. Utilize presentation and communication skills to convey product advantages to prospective and current clients. Contribute to the RFP process through verbal and written responses to proposal questions.

Qualifications

Bachelor’s degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 3-5 years of total work experience preferred. Financial Services experience with a particular client type or product (Hedge, Pension, etc.) preferred as is prior experience in a related customer-facing role, Sales Support, Global Capital Markets or Product Management. A good understanding of the relevant marketplace, competitive landscape and industry drivers in the relevant region is preferred. As global firm, bi-lingual capabilities are helpful as is an understanding of local/cultural nuances important for client trust. CFA and/or CIPM designations preferred.

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

BNY Mellon's Asset Servicing business is dedicated to dynamically supporting our clients' investments and safeguarding their assets, keeping them working around the clock and across the world. It's part of our commitment to being a true partner for our clients' investment success. We specialize in operational solutions and capabilities for today's market-enhancing management and administration of investments with services that process, monitor and measure investment data from around the world. By leveraging BNY Mellon's global footprint and deep expertise, we deliver insight-driven solutions for every phase of investing.

BNY Mellon is an Equal Employment Opportunity Employer.

Primary Location: Canada-Ontario-Toronto
Job: Asset Servicing
Internal Jobcode: 70048
Organization: Asset Servicing Americas-HR09084
Requisition Number: 1715623