Senior Consultant/Manager SAP Finance designing and implementing SAP CO processes. Engaging with clients and leading sub - teams in SAP S/4HANA projects.
About the role
- Senior Portfolio Compliance Analyst overseeing investment guideline compliance at BNY. Collaborating with clients and teams to ensure adherence to regulations and best practices.
Responsibilities
- Assist in the oversight of the investment guideline compliance program for BNY Mellon Investments
- Monitor pre- and post-trade violations generated from the compliance system, as well as properly code, test, and troubleshoot restrictions and guidelines.
- Coordinate and/or communicate with clients, portfolio management, traders, operations and data team to resolve issues.
- Support the onboarding process for new client accounts, review and perform updates to client guidelines, including regulatory rules in connection with sub-advised registered funds, and process client restricted lists.
- Work on various projects involving various compliance related matters independently as well as with other members of the group.
Requirements
- A minimum of 5+ years of relevant portfolio compliance experience.
- A BA/BS, MBA, CFA or equivalent
- A broad understanding of different asset classes and knowledge of securities laws including the 1940 ACT, UCITs, and ERISA.
- The ability to demonstrate strong analytical and problem-solving skills and possess excellent attention to detail.
- Excellent oral and written communication skills and confidence in interacting with other internal business units.
- The ability to handle stressful situations with internal clients, while maintaining a professional approach to problem solving.
- Experience using Blackrock Aladdin is a plus.
- A willingness to provide support for evening trading hours on a rotational basis (1-2 days a week)
Benefits
- Highly competitive compensation
- Flexible global resources and tools for life’s journey
- Focus on health
- Generous paid leaves including paid volunteer time
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Senior Consultant leading the design and implementation of SAP FI processes in international projects. Collaborating with clients to optimize business processes with innovative solutions.
Consultant for SAP Public Cloud Financials enhancing client financial solutions through analysis and implementation. Join a strong team driving innovation in finance across various industries.
Chief Financial Officer managing financial operations and reporting for German and French businesses. Leading financial strategy in accounting, compliance, and cash flow management.
Financial Analyst preparing financial statements and supporting analysis at Virtua Health. Collaborates with Senior Financial Analysts to implement GAAP compliance and assist in audits, preparing financial reports.
Executive Assistant supporting the Global Investment Banking team with administrative tasks and client relations. Managing calendars, meetings, and travel while building strong relationships with stakeholders.
Senior Manager in Finance providing strategic insights and financial leadership at Fidelity Wealth. Offering actionable financial analysis and assessing business performance with an emphasis on collaboration.
Financial Solutions Advisor at Bank of America assisting clients in achieving financial goals. Delivering customized solutions through comprehensive advice and brokerage products.
Planning & Analysis Specialist for PGIM managing and reporting on financial performance of Real Estate investments. Collaborating with senior leadership and ensuring timely financial deliverables in a hybrid work environment.
Lead CIB Portfolio Manager at Wells Fargo, managing credit assessments for insurance clients and collaborating with senior leadership. Focus on portfolio management and risk assessments within corporate banking.