BNY Mellon Careers

Specialist, Solutions Consulting - Insurance Accounting

West Hartford, Connecticut; Wellesley, Massachusetts
Asset Servicing

Job Description

Provide investment accounting system expertise in delivering client solutions on the Eagle Investment Systems platforms.  Primary focus will be with insurance related firms that require investment accounting solutions to satisfy their regulatory and statutory financial reporting requirements.  This position requires heavy emphasis on data analysis as it pertains to business requirements for GAAP, STAT, and USTAX and several other accounting bases.   Previous experience and knowledge of insurance related investment accounting requirements is required.   Expertise in understanding NAIC requirements for life, property & casualty and other types of insurance companies is preferred.  The successful candidate will be comfortable in investment terminology and have a solid background in working with securities related data elements.


As a software consultant within the GPS team, you will have many opportunities to collaborate and gain significant exposure to the many facets of the investment accounting cycle as it relates to an Insurance Company.  


This position will require around 50% travel.



·       Demonstrated success business systems analyst in the financial services industry with specific experience in Investment Accounting Systems, Insurance regulatory reporting a plus

  • Background in Eagle’s investment Accounting product or Others is a big plus
  • Demonstrates strong analytical and problem solving skills
  • Experience with MS Office is essential
  • Excellent communication skills
  • Basic SQL query skill is a plus
  • Team player – must have ability to work as a member of small team and interact with different  groups in the organization

·       On-going commitment to expanding ones business and technology expertise


Solutions Consulting - IC2 Assigned to non-complex consulting problems of limited scope/breadth. Partners with and supports more experienced consultants to develop technical skills required to build software solutions that clients require. Helps drive adoption and utilization of firm solutions by assisting new business efforts (e.g., sales strategy meetings, demonstrations, finalist presentations, etc.) for clients and prospects. Supports more experienced colleagues with relevant research and analyses on client segments, competitive landscape and industry environment. Builds technical knowledge in order to demonstrate competencies before interacting with clients directly. Performs moderately complex analyses on market and client insights to inform solution development or enhancements. May independently identify gaps in existing solutions. Begins to gain experience in structuring and synthesizing firm offerings into solutions that address specific client needs. May work with Platform, Product and Software Development colleagues to define requirements for new/enhanced solutions. Leverages existing templates to evaluate solutions offered to client and pricing the cost of services to be rendered. Builds relationships and collaborates with Relationship Management, Business Development, Account Management and Product Development teams to deliver on sales and market share goals. Keeps an eye out for new business opportunities when interacting with clients and communicates these opportunities to the project manager or other senior Solutions Consulting resources. No direct reports. Contributes to the achievement of team objectives and profitability of assigned product.


Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 3-5 years of total work experience. Securities, financial products and/or the finance industry experience preferred. Applicable local/regional licenses or certifications as required by the business.

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:

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/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-Connecticut-West Hartford
Internal Jobcode: 70246
Job: Asset Servicing
Organization: AS Eagle Cloud And EMS-HR06432
Requisition Number: 1816274