Lead Analyst, Trading Services

Overview

About BNY Mellon

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations, or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of Dec. 31, 2021, BNY Mellon had $46.7 trillion in assets under custody and/or administration, and $2.4 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

• Trade Services - Provides expertise on trading services to institutional clients, money managers, advisors and internal trading desks regarding trade processing, drift review, quality assurance, data management/entry, exception processing, trade confirmations and ad-hoc maintenance.
• May have reporting and project oversight responsibilities.
• Proactively monitors client orders, order rejects and risk checks.
• Fields client inquiries and troubleshoot issues.
• Provides input on the management of trading data across risk, performance and other reporting systems.
• Provides input on the resolution of errors flagged by trading systems when reconciling with trading partners and back office staff.
• Streamlines and optimizes processes through workflow design and technology.
• Develops analysis of the trading cycle and make recommendations for improvement.
• Develops knowledge of products and vendor requirements.
• Develops reports, trends and analyses of organization/vendor executions, makes recommendations on process enhancements.
• Develops knowledge of compliance requirements, control policies and trading standards.
• Proactively communicates with traders, analysts and other functional groups.
• Provides traders with pre- and post-executional support.
• No direct reports.
• Provide guidance to less experienced analysts.
• Contributes to the achievement of team goals and objectives.

• Bachelors degree or the equivalent combination of education and experience is required.
• Series 7 license required.
• 3-5 years of total work experience preferred.
• Experience in financial investments preferred.
• Applicable local/regional licenses or certifications as required by the business.

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.