Job Description

Pershing is a leading global provider of financial business solutions to over 1,500 institutional and retail financial organizations and independent registered investment advisors, who collectively represent more than five and a half million active investors. Pershing has more than $1 trillion in global client assets.

We are seeking an individual who has:


  • Extensive Margin Operations knowledge
  • Extensive knowledge in Regulation T
  • Extensive knowledge in FINRA 4210
  • Operational knowledge in Non-Purpose Loans
  • Project Management Skillsets
  • Operations Professional – Series 99
  • General Securities Representative – Series 7 



Role Responsibilities:



  • Conducts unprecedented or complex analyses and reporting in support of general business operations, special projects/initiatives and/or strategic/operational planning activities.
  • Often assigned as a project lead on business unit initiatives of strategic importance. Will enlist support from and lead junior staff or peers.
  • Defines and develops analytical approaches to unprecedented and complex issues.
  • Determines where measurement gaps exist and devises new metrics or reports to fill those gaps. Reviews operational data/metrics, analyzes and synthesizes the data, then compiles into reports or presentations.
  • Navigates the entire firm in order to effectively complete tasks.
  • Develops consultative partnerships with internal teams and leaders to understand their strategic objectives, key performance indicators and reporting requirements.
  • Communicates with internal teams and leaders to stay abreast of organization and function operations and is familiar with company practices relevant to metrics, performance indicators, reporting protocols, etc.
  • Leads special projects/initiatives that are of strategic importance for the function or business unit. Is a resource to more junior staff on complex or unprecedented issues.
  • Considered the technical leader for any ad-hoc reporting or project needs in the function or business unit.
  • Collaborates with and supports senior leaders and their teams to ensure analytical and reporting needs are aligned, and supports business and operating results. No direct reports. Provides guidance to less experienced staff.
  • Leads projects including assigning work and monitoring quality and completion.
  • Contributes to the achievement of function or business unit objectives. Work Securities Licenses required or must be maintained within 180 days from employment.


  • Bachelors degree or the equivalent combination of education and experience is required
  • 10-12 years of total work experience preferred.

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

Primary Location: United States-New Jersey-Jersey City
Internal Jobcode: 70156
Job: Operations
Organization: Pershing Domestic-HR06431
Requisition Number: 1916892