BNY Mellon Careers

Senior Representative, Regulatory Administration

Wroclaw, Poland
Asset Servicing

Job Description

Alternative Investment Servicing (AIS) Operations consist of variety of teams servicing functional areas such as Trade Capture, Middle Office, Reconciliation, Cash processing, FATCA and Documents Management. Teams assist the research and resolution of general and basic operational issues regarding fund administration, follows procedures to complete day-to-day tasks   FATCA (Foreign Account Tax Compliance Act) Team is responsible for review of investor’s documents (application forms, self-certification forms, tax forms, entity registry forms etc.) and confirm their compliance with FATCA (Foreign Account Tax Compliance Act) and/or CRS (Common Reporting Standard)   requirements for yearly reporting.   Being part of our FATCA team your day-to-day tasks will be related, but not limited to:  
  • Support our internal clients
  • Revision of investor’s documents (application forms, self-certification forms, tax forms, entity registry forms etc.)
  • Confirm investor`s documents compliance with FATCA (Foreign Account Tax Compliance Act) and/or CRS (Common Reporting Standard)   requirements for yearly reporting
  • Checking work of less experienced team members
  • Independent resolution of more complex issues
  • Providing training to new joiners and share knowledge with less experienced staff
  • Participation in testing
  • Participation in cross training
  • Participation in job shadowing
  • Participation in team presentations
  • Participate in process improvement initiatives
  • Participation in key controls creation
  • Risk Management – escalation to Supervisor/Manager in case of operational risk occurrence
  If you like:  
  • Working in a group
  • Practicing your English
  • Developing your Excel skills
  • Developing your analytical skills
  • Working in dynamic work environment with exposure to deadlines
We are waiting for you!  


  • Fluent English
  • Good Excel literacy
  • Ability to work under time pressure and deadlines
  • Ability to work as part of the team
  • Strong communication skills
  • Attention to details
  • Analytical thinking
  • Flexible and adaptable to business requirements
  • Able to resolve issues independently
  • Background in tax area is an additional asset
  • Participation in projects & students organizations are additional asset


What we can offer you:
  • Full time contract of employment
  • Working Hours : Monday-Friday 8:00/10:00 – 16:15/18:15
  • Location : Aquarius Building ul.Swobodna 3
  • Competitive salary
  • Health & Life Insurance
  • Multisport card / Cinema Tickets / Nursery subsidiary
  • Pension scheme
  • Excellent opportunities for training, growth and professional development
  • Opportunities to engage in diverse projects due to growth of business migrations
  • A multitude of opportunities to get involved in additional charity projects
  • A collaborative culture and great teams
If you apply for this role this means you agree with the following statement: Through my application for a role with BNY Mellon (Poland) sp. z.o.o. (the Company) I hereby authorize the Company to process my personal data for the purposes of recruitment. Furthermore I declare that I am aware of the voluntary submission of data and I am informed about the right to access the data and the right to correct it, pursuant to the Personal Data Protection Act of 29 August 1997 (Journal of Laws [Dz.U] No. 133, item 883)”. I authorise the Company to process my personal data for future recruitment processes. Furthermore, I authorize BNY Mellon and its’ affiliates, Taleo (UK) Limited to process my personal data.

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:

Client Service Delivery manages investment monitoring, measurement and processing services for our clients. Our solutions include Securities Operations, Fund Administration, Transfer Agency, Outsourcing, Performance Measurement and other related services.

BNY Mellon is an Equal Employment Opportunity Employer.

Primary Location: Poland-Dolnoslaskie-Wroclaw
Job: Asset Servicing
Internal Jobcode: 70387
Organization: CSD AIS Operations-HR08997
Requisition Number: 1810140