BNY Mellon Careers

Senior Performance Analyst

Toronto, Canada
Wealth Management

Job Description

The incumbent is responsible to provide superior client service to Sales Officers, Portfolio Managers and Trust Administrators by providing administrative expertise in the asset transfer process. His/her work must be of highest quality as the quality of work has a direct impact on the first impressions of the new client. He/She is responsible for making independent decisions to meet client requests. Only extremely complex issues are expected to be referred to the area manager. The incumbent will be responsible to review, recommend and implement productivity changes / improvements for processes to mitigate risk and exposure while ensuring compliance to all department, corporate, fiduciary and regulatory policies and procedures. He/She interacts regularly with individuals throughout the organization at all levels. The incumbent is accountable for developing strategic relationships and build networks with industry peers by participating in industry user groups and day-to-day interactions. The incumbent develops, reviews and maintains business unit procedures/workflows. He/she will also be responsible for the preparation of management reports for strategic and statistical data. He/She will also participate in various projects to support business line needs. Knowledge of securities processing and banking regulations required. He/she must also have industry knowledge of the transfer process for all types of assets including mutual funds, derivatives, physical assets, limited partnerships, cash and book-entry securities. Working knowledge of Microsoft Office applications. Excellent client service, written/oral communication, problem solving and organizational skills. He/She must be self-motivated with a high degree of accuracy, attention to detail and the ability to work in a fast paced, deadline-driven environment. Ability to work both independently and in team settings.


High School Diploma. BS/BA is preferred. 4 - 5 years of related experience; 2 - 4 years of securities, trust or brokerage operations experience. 5 - 6 years of Securities Operations and client service experience. SEI Trust Accounting and CMS (Custody Management System) experience a plus.

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:

As one of the nation's leading wealth managers, BNY Mellon Wealth Management is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs. By providing integrated products, services and solutions, we help them capitalize on opportunity while managing risk. Backed by more than two centuries of experience, we understand our clients' needs and deliver customized strategies to help them reach their goals.

BNY Mellon is an Equal Employment Opportunity Employer.

Primary Location: Canada-Ontario-Toronto
Job: Wealth Management
Internal Jobcode: 30589
Organization: International WM-HR09765
Requisition Number: 1814318