At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the centre of the world’s financial system we touch nearly % of the world’s investible assets. Every day around the globe, our ,+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what LifeAtBNY is all about.
We’re seeking a future team member for the role of Project Lead to join our Pershing Onboarding team. Pershing provides a broad range of financial business solutions to investment banks, broker-dealers, wealth managers, financial planners and advisers across EMEA. We provide sophisticated front-end technology and flexible middle office capabilities with execution, settlement and custody services. These are supported by a robust regulatory and compliance framework with dedicated client asset experience and expertise. This role is located in London and is Hybrid working.
In this role, you’ll make an impact in the following ways:
Co-ordinates all on-boarding activities, including client transition operations, system configuration/oversight and data analysis, monitoring each component of the transition including data requirements, regulatory and compliance requirements, opening/servicing agreements, asset acceptance reviews, data transfer, coordination with third-parties, etc Main point of contact for Client Firm queries Manages static data and data transfer Identifies and works with Operational SME’s as required Conducts pre-transition testing and quality review of products/solutions; advises client on corrective actions. Responsible for small to medium size on/off boarding projects Ensures client has submitted/provided all required documentation and files; provides quality review of submissions. Coordinates with business or data analysts for data file and business requirement review. Works closely with and provides support for Transition Consulting, Relationship Management and Account Management teams to ensure knowledge of client priorities and preferences and a seamless client experience. Participates in communications with internal and external stakeholders. At transition completion, briefs the client services and/or account management team on operational activities relevant for ongoing, long-term support. Contributes to the achievement of team objectives Experience/background in financial operations is preferred. Strong written and communication skills Excellent working knowledge of Microsoft Word, Excel, PowerPoint, Smartsheet Knowledge of Front office systems, Bloomberg, Fidessa and Pro-Quote etc. Flexibility to adapt to meet clients’ needs Ability to cope with heavy workload by prioritising Project Management experience would be an advantage Client facing experience required
To be successful in this role, we’re seeking the following:
Develop and maintain effective relationships with clients, both internally and externally. Co-ordinate and lead workshops both internally and externally Knowledge of transfer market (funds, international and Crest) would be advantageous but not essential
At BNY Mellon, our inclusive culture speaks for itself. Here’s a few of our awards:
America’s Most Innovative Companies, Fortune, World’s Most Admired Companies, Fortune Human Rights Campaign Foundation, Corporate Equality Index, % score, - , Disability: IN – % score, - “Most Just Companies”, Just Capital and CNBC, Dow Jones Sustainability Indices, Top performing company for Sustainability, Bloomberg’s Gender Equality Index (GEI),
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.