Senior Associate, Investor Services Operations jobs in United States
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BNY · 10 hours ago

Senior Associate, Investor Services Operations

BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. They are seeking a Senior Associate for Investor Services Operations to conduct and analyze transfer agency operations, lead client onboarding, and improve processes for enhanced efficiency.

Financial Services

Responsibilities

Conduct, analyze, and report on transfer agency operations activities for clients of moderate complexity
Lead client onboarding and internal conversions
Conduct key metric reporting and provide oversight to daily Transfer Agency processes
Assist management in day-to-day business operations by resolving escalated issues
Review processes and procedures to reduce risk, enhance efficiency, and recommend modifications to improve productivity
Apply key controls and processes to identify potential risk
Lead project management initiatives and/or onboarding of new clients
Develop relationships with technology and line of business teams as a Subject Matter Expert to develop business requirements and test development
Analyze business data to identify trends to mitigate risk or enhance client relationships
Identify new products and services to increase revenue and participate in client engagement regarding new products, services, or key business changes
Provide guidance to less experienced team members as needed and contribute to the achievement of team objectives

Qualification

Transfer agency operationsAnalytical skillsProject managementClient onboardingCross-functional collaborationTeam guidance

Required

Bachelor's degree or equivalent combination of education and experience
Strong analytical and project management skills
Ability to collaborate effectively with cross-functional teams
No direct people leadership required

Preferred

3-5 years of total work experience preferred
Experience in transfer agency operations preferred

Benefits

Generous paid leaves, including paid volunteer time
Access to flexible global resources and tools for your life’s journey
Focus on your health
Foster your personal resilience
Reach your financial goals

Company

We help make money work for the world — managing it, moving it and keeping it safe.

Funding

Current Stage
Late Stage

Leadership Team

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Brian A. Ruane
CEO Government Securities Services & Global Client Management
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Chris Kearns
CEO, Depositary Receipts
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Company data provided by crunchbase