Financial Solutions Advisor providing investment advice and customized financial solutions at Bank of America. Collaborating with clients on investment strategies to achieve their financial goals.
About the role
- Investment Performance & Compliance Consultant working with institutional investors at BNY. Supporting clients in accessing advanced investment analysis and enhancing overall satisfaction.
Responsibilities
- Primarily responsibility to support clients and engage with service, commercial aspect of the client relationship.
- Interacts with client investment offices within large institutional investors and key BNY stakeholders to enhance client satisfaction with BNY and their willingness to subscribe to additional services.
- Interact with clients to resolve internal and external inquiries and requirements related to all aspects of institutional clients' use of a range of advanced services within Global Risk Solutions (Performance & Compliance), including performance measurement, asset allocation, attribution, risk and other investment analysis.
- Manage and undertake initiatives and projects individually. Provide excellent client services and managing multiple stakeholders in the areas of client sales, on-boarding, migration and conversion.
- Work across functional groups within BNY to understand how they support investment data, operational processes, and technical aspects to ensure client issues are resolved promptly. Coordinate across the company to research and resolve issues with data quality or complex technical issues.
Requirements
- Excellent written and verbal communication skills required.
- Also requires ability to interact with detailed data or analysis questions as necessary and move from detailed to high level discussions flexibly depending upon the situation and the level of sophistication of the client contacts.
- Should have good Financial Industry Knowledge, Financial concepts, performance attribution and should have solid understanding of using tools and query databases.
- Key Skill of Advanced Excel and Power point, additional skill of SQL and visualization tool would be advantageous.
- Expertise in investment and risk analysis required and knowledge of how institutional investors use advanced investment analysis services within their investment programs.
- Detailed understanding of interaction of investment data, vendor data sources and external investment manager administrators, consultants, or other service providers.
- Experience: 5 – 7 years of relevant experience (Fund Accounting, Performance or Compliance will be advantageous).
- Accounting/ Economics/ Finance / Math’s university degree or the equivalent combination of education and experience is required.
- Preferred Qualification: Master’s degree with certification like CFA, CIPM CAIA, FRM, ACCA, CIMA.
Benefits
- BNY 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, including paid volunteer time, that can support you and your family through moments that matter.
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