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BNY · 1 day ago

Associate, Business Planning and Analysis II

Boston, MA

Full-time

Onsite

New Grad, Entry Level

$52K/yr - $84K/yr

BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. The Associate, Business Planning and Analysis II role involves reviewing KYC documents, conducting research, and communicating with stakeholders to resolve onboarding issues while ensuring compliance with regulatory requirements.

Financial Services

Responsibilities

Review of KYC documents, perform research and analyze complex structures for BNY Clients/Prospects

Communicate with internal stakeholders and external clients to resolve onboarding issues as required

Stay abreast of regulatory, compliance and risk environment that affect client onboarding

Build out relationships, prospects/clients and related parties on the bank’s KYC platform for final approval

Accurately open, close and update accounts on the bank’s custody and accounting platforms. Handle transitions and conversions of accounts as needed

Qualification

Banking experienceFinancial Institution experienceAML/KYC knowledgeAnalytical skillsProfessionalismOrganizational skillsTime management skillsCommunication skillsInterpersonal skills