BNY Mellon Careers

Ld Analyst, BusPlanAnalysis

Lake Mary, Florida
Operations


Job Description

Responsible for overall success of moderately-sized or complex transitions, ensuring client satisfaction through the monitoring of project quality and efficiency and management of the direct client experience. Under minimal direction, onboard clients into the system, and handles transitions and conversions to the system. Serves as an advisor to clients as they onboard/transition/convert to/from organization products and solutions. Obtains and reviews the appropriate documentation and reference data, and ensures regulatory aspects of AML and KYC are completed prior to opening accounts. Ensures all SLA's are met.  Conducts analyses and reporting in support of general business operations, special projects/initiatives and/or operational planning activities. Independently applies processes and precedents to gather, organize and review operational data/metrics. Analyzes and synthesizes the data and compiles it into reports or presentations. Communicates effectively with technical, business legal and compliance staff. Develops and delivers analyses and/or presentations. Stays abreast of organization and function operations and is familiar with company practices relevant to metrics, performance indicators, reporting protocols, etc. Participates on project teams, providing analytical expertise in support of project objectives. No direct reports. May provide guidance to less experienced staff. Contributes to the achievement of team objectives.  

 

Qualifications

Bachelors degree or the equivalent combination of education and experience is required. 3-5 years of total work experience 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.

Pershing provides critical business process, financial and technology solutions for financial organizations around the globe. We operate behind the scenes to power transformational change for broker-dealers, registered investment advisors, independent financial advisers, hedge fund and '40 Act fund managers and individual investors. We strive to be innovators, developing open architecture technology and financial solutions to support our customers' growth. We advocate on behalf of our customers and help them respond to regulatory reform and drive positive outcomes for our industry and investors. From our core business as an industry-leading trade execution, clearing and custody provider, we have evolved into a global multifaceted firm that provides investment solutions, forward-thinking technology-driven efficiencies, practice management and service excellence.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.


Primary Location: United States-Florida-Lake Mary
Internal Jobcode: 70159
Job: Operations
Organization: Pershing Domestic-HR06431
Requisition Number: 1804939