Full-Time Senior Analyst, Conversion Analyst (Client Services) (14523)
Job Description
(Sr. Analyst) Client Service Conversion Analyst – Work with internal business and project teams to convert compliance data and portfolio reporting to a new platform for delivery to the external client. Balance multiple priorities and deliverables in performing timely day-to-day financial analysis duties that include review of cash reconciliation, breaks resolution, compliance data reconciliations between two reporting platforms, report production. Work with internal business partners, such as analytics and asset administration, to resolve differences in bringing the compliance reports to alignment, and in compliance with the governing documents, ensuring client feedback is executed, while providing guidance and training to the service team on the new platform. Applies problem-solving skills, judgement, and experience to analyze information. Uses developed communication skills to engage with partnering teams and deliver high quality service to a specialized client base. Resolves non-routine project or client issues or inquires, as needed. Point of contact for the conversion of the multiple assigned portfolios. Participates, and in some cases lead, in internal activities and initiatives designed to improve the conversion processes and client experience.
Top skills: excel proficiency, financial reporting, document interpretation
Bachelor’s degree or the equivalent combination of education and experience is required.
3-5 years of total work experience preferred.
Corporate Trust background preferred.
CDO/CLO background preferred
SOLVAS background preferred but not required
Finance/accounting, compliance/reporting, data reconciliation background experience strongly preferred
Client Service/Operations experience within financial services preferred.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
How to Apply
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