Senior Analyst, Client Processing

Overview

Who We Are

For over 235 years, Bank of New York Mellon (BNY Mellon) has been at the center of the global financial markets, providing the world's leading institutions the tools, capabilities, and services to be distinctive investors. BNY Mellon has approximately $16.5 billion in revenues and a 23% return on tangible common equity.

BNY Mellon is a leader in the world of investment services and investment management, and our businesses support the full range of stakeholders of the financial system including:

• Managing the custody of approximately $37 trillion financial assets of the world's leading institutional investors, hedge funds, sovereign wealth funds, and corporates
• Investing approximately $2 trillion as one of the largest global asset managers across a wide range of asset classes
• Providing collateral, liquidity, and funding for the world's largest banks through our markets franchise
• Serving family offices and high net worth individuals through our wealth management franchise
• Providing a full suite of solutions to advisors, broker-dealers, family offices, hedge and '40 Act fund managers, registered investment advisor firms and wealth managers
• Advising large global corporations on a range of trust and other solutions
• Providing integrated managed data services to asset managers

What We Do

Alternative Investment Services (AIS) Transfer Agency

The AIS Transfer Agency Team is a global team within the Alternative Investment Services division of BNY Mellon responsible for supporting our clients' Transfer Agency and Investor Services processes. Our clients include pension funds, endowments, mutual funds, hedge funds and other financial institutions using derivatives to manage their financial risks. We provide processing, inquiry and general support for our clients while working to improve and automate transaction processing systems. We are a center of excellence maximizing specific knowledge around our clients and their investors.

AIS Transfer Agency, Analyst Overview

Performs routine and non-routine client service and transactional support functions. Interacts with other organizational units/teams to ensure timely delivery of service, or resolution of issues.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

Role-Specific Responsibilities

• Processes account related transactions per scheduled events/client authenticated direction. Following established procedures, answers inquiries, and resolves problems or issues.
• Manages situations which may require adaptation of response or extensive research according to client response. Escalates more complex situations to senior colleagues.
• Integrates area knowledge with understanding of industry standards and practices to provide solutions to internal and external clients.
• Performs complex operational tasks in a product or functional area.
• May be responsible for allocating and checking work of team members. May be responsible for specific supervisory review and approval actions.

Standard Job Responsibilities

• Works with external clients to resolve complex day-to-day issues and direct them to appropriate resources at BNY Mellon.
• Supports clients in addressing and resolving complex operational and technical issues and ensuring requests are executed. Applies advanced problem-solving skills, judgement, and experience to analyze information. Uses developed communication skills to deliver high quality service to a specialized client base.
• Provides individuals at assigned clients information related to BNY Mellon's products and services representing an array of lines of business and geographies; leverages an in-depth understanding of broader BNY Mellon services and offerings. Proactively assists clients in reviewing potential business needs and directs them to appropriate resources at BNY Mellon. May be the central point of contact for business development and assume client onboarding and/or risk management responsibilities
• Resolves complex or non-routine client issues or inquires, as needed.
• Uses in-depth knowledge of client issues and needs to contribute to business development efforts. Uses understanding of BNY Mellon products and services to best propose expanded offerings to clients for front office consideration.
• Leads and participates in internal activities and initiatives designed to improve the client experience. Helps develop process improvements.
• No direct reports; provides guidance to less experienced team members.
• Supports multiple, complex client accounts.

Qualifications

• Bachelor's degree or the equivalent combination of education and experience is required.
• Three to five (3-5) years of total work experience is preferred.
• More than one (1+) year working with derivatives products or two OR more (2+) years working in financial services.
• Experience in an operational area and/or client services is preferred.
• At least one (1) year of team lead or supervisory experience is preferred.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

Employer Description:

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 and 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.

EEO Statement:

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.