Full-Time Lead Analyst, Portfolio Services Strategy
Job Description
What we do:
The Portfolio Services organization is responsible for the end-to-end creation, processing, and payment of any event on a security that is publicly announced by an issuer; including dividends, bond interest, redemption payments, proxy events, and class actions. This Operations team manage five critical functions, including Event Creation, Event Processing, Post Payment Reconciliation, Proxy, and Class Actions. Portfolio Services has over 700 staff in all regions; including Pittsburgh, New York, Boston/Everett, Toronto, Manchester, Brussels, Pune, and Chennai.
The Portfolio Services Strategy team is responsible for driving thought leadership and execution of all change programs impacting the Operations teams, across client demand, regulatory, and technology-driven projects
The successful candidate will:
Work with Operations business units to investigate, document, and analyze various complex problems and operational processes.
Utilize process reengineering and improvement methodologies to deliver innovative solutions, with the objective of reducing risk, delivering cost savings, improving operational efficiency, and/or improving the client experience.
Essential Functions – Key Roles & Responsibilities:
- Collects and defines business and functional requirements, and translates them into functional design, test planning, and user documentation processes.
- Participates in development of the functional design and user documentation by analyzing business process flows or client requests and identifying changes.
- Interfaces with Technology on behalf of Operations to resolve technological matters and improve business processes.
- Supports testing of new or enhances applications and systems, including script writing and test execution.
- Trains users on new applications or features and gathers information and analysis to provide feedback to design teams.
- Communicates clearly and concisely in both written and oral presentations to Operations and Technology stakeholders
What we are looking for:
- Minimum 5 years financial markets/securities industry experience.
- Specifically: experience in Corporate Actions and Income very desirable
- Testing, BA or Project Management experience also desirable.
- Solid understanding of the product(s) administered by the group and thorough understanding of risk management and control practices.
- Strong interest and experience of problem solving and identifying process improvements
- Ability to quickly address issues – strong decision making
- Effective interpersonal, oral and written communication skills
- Excellent analytical, organizational and time management skills with the ability to meet tight deadlines
- Proficiency in using Microsoft packages particularly Excel
Our offer for you:
- Excellent opportunities for training, growth, and professional development
- Mentoring and job shadowing programs
- A multitude of opportunities to get involved in additional charity projects and engagement groups
- Employee Referral Program
- Health Promotion: Wellbeing and Innovation Centre, Wellbeing programs
- Full time contract of employment
- Competitive salary
- Health & Life Insurance
- Private medical care
- Pension scheme
How to Apply
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