Senior Transformation & Finance Analyst ensuring EPM projects apply appropriate management frameworks and financial controls. Conducting analyses and supporting productivity initiatives for financial accuracy.
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.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
Senior Financial Analyst managing forecasting, data analytics, and financial analysis at Municipal Credit Union. Overseeing asset liability management and supporting financial reporting responsibilities.
Customer Financial Management Specialist ensuring financial stability and managing accounts at Blue Cross Blue Shield of Massachusetts. Interacting with clients and making recommendations based on financial trends.
Senior Financial Analyst performing budgeting, forecasting, and financial modeling at UMB. Collaborating with diverse business partners and influencing strategic decisions with financial analytics.
Investor Services Analyst supporting fund accounting functions at UMB. Engaging with clients and managing investor inquiries in a hybrid environment.
Finance Trainee supporting various finance operations at EIT RawMaterials. Engaging in a structured two - year development programme to gain hands - on experience.
Finance Officer managing Purchase Ledger for an iGaming operations company. Responsibilities include invoice processing, VAT returns preparation, and more.
Investment Analyst supporting U.S. Bank's private markets investment team. Collaborating to evaluate investment opportunities and assisting in due diligence efforts for private equity investments.
Product Owner coordinating technical and business requirements for finance applications at Raiffeisen - Landesbank. Overseeing implementation and support for stable daily operations.
Financial Analyst providing monthly financial reporting and budget consolidation for Real Estate FP&A. Collaborating with stakeholders on annual operating budgets and financial performance assessments.