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Vice President, Business Technology Liaison I

BNY Mellon
Pune, India
Closing date
Dec 10, 2023

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital.
With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.
We're seeking a future team member for the role of Vice President, Business Technology Liason to join our BNY Pershing team. This role is in Chennai, TamilNadu HYBRID.
  • Contribute to the wider client primary research agenda set and managed by Pershing's Strategy team.
  • Support Pershing's strategy team on primary research activities related to client satisfaction, client experience, and platforms & products which Pershing offers to financial advisors.
  • Identify the appropriate survey methodology to gather data and initiate survey using appropriate tools.
  • Synthesize primary research findings from the surveys conducted and deliver the insights in an executive ready format to Strategy / Product Management teams / Pershing's executive leadership for incorporation into strategic planning exercise.
  • Communicate, coordinate, and collaborate closely with internal business leaders and other stakeholders to understand key business issues/priorities and proactively provide recommendations to address them.
  • Need to understand the business and its drivers, identify trends, and assess strategies of competitors to ascertain the potential areas where surveys could be initiated to further increase Pershing's competitiveness in the market.
  • Identify and execute new ways of feedback gathering process which include but not limited to executive interviews, focus group discussions etc.
  • Analyzes survey data for insights, prepare reports and build visualization dashboards using Tableau / Power BI.
  • Incorporate the usage of text analysis and other mechanisms on unstructured data to derive more powerful and informative insights for leadership consumption.
  • Research on wealth management industry space and communicate the key insights to Pershing's Strategy team.
To be successful in this role, we're seeking the following:
  • 8 years of relevant work experience in a primary research & insights role, primarily in the BFSI industry (Wealth Management or Private Banking preferable, but not mandatory)
  • Very sound knowledge and hands on experience with business intelligence and visualization tools such as Power BI, Altryx, and Tableau; need to be strong on Tableau development and have a strong grip on all Tableau features.
  • Meaningful experience in primary research projects, data interpretation and insights generation.
  • Excellent written and verbal communication skills: able to present facts, thoughts, and ideas in a clear, concise, and convincing manner.
• Effective presentation, verbal and written communication skills
• Proven project and relationship management skills, with the ability to influence and collaborate across all levels of the organization.

At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards:
  • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion
  • Bloomberg's Gender Equality Index (GEI)
  • Human Rights Campaign Foundation, 100% score Corporate Equality Index
  • Best Places to Work for Disability Inclusion , Disability: IN - 100% score
  • 100 Best Workplaces for Innovators, Fast Company
  • CDP's Climate Change 'A List'
Our Benefits:
BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

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:

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