Job Description

Senior Specialist, Strategic Planning
Jersey City, NJ, United States

ID: 20045

Job Description
About BNY Mellon

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of Dec. 31, 2021, BNY Mellon had $46.7 trillion in assets under custody and/or administration, and $2.4 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

BNY Mellon’s Pershing has supported many of the world’s most sophisticated and successful financial services firms for more than 80 years. Wealth and institutional firms rely on us for clearing and custody, trading and settlement services, a broad suite of investment solutions, middle and back-office support, data insights, and business consulting. BNY Mellon’s Pershing offers both Wealth Solutions for broker-dealers, registered investment advisors (RIA), wealth managers and trust company clients, and Institutional Solutions for prime brokers and institutional broker-dealers.

The Strategy team is responsible for (i) shaping the strategic dialogue within Pershing’s Executive Committee, (ii) analyzing and assessing industry trends as inputs to our strategy development process (iii) formulating strategies and securing investments to pursue growth opportunities, (iv) structuring partnerships and acquisitions to advance the growth strategy, and (v) socializing and building confidence in our strategy among key stakeholder groups. The function thrives on intellectual curiosity, intellectual honesty, challenging the status quo, and collaboration.

Responsibilities: In this role, you will be responsible for:

Conducting research and data analysis to inform business decisions and strategic evaluations
Developing analyses and recommendations that advance the company’s overall business strategy
Supporting the development of Pershing X, a newly established division that will provide all-encompassing Fintech solutions to the wealth management community
Supporting the execution of acquisitions and structuring of strategic partnerships
Articulating the company’s goals and priorities across multiple stakeholder groups to create transparency and confidence in the business strategy
Evaluating new growth opportunities and perform market entry assessments in wealth management, financial services infrastructure and financial technology sectors
Developing plans and frameworks to evaluate and analyze strategic hypotheses
Constructing forecasts and analytical models to quantify business opportunities
Supporting the execution of M&A transactions through market screening, target due diligence and financial evaluation
Monitoring and analyzing industry trends and market changes impacting the asset and wealth management industry
Developing competitive intelligence on broad scope of players in the asset and wealth management industry
The successful candidate will demonstrate/ possess:

Experience at a business consulting firm, strategy function or investor relationship within a financial services organization, or investment banking / transaction advisory role covering financial services
General knowledge of asset and wealth management industry, major players and client segments
Experience in market research and data analysis
Financial modelling experience
Analytical mind with problem-solving aptitude and ability to structure analyses
Ability to distil complex concepts in simple, practical terms
Bachelors degree in business or a related discipline, or equivalent work experience required.5-7 years of related experience preferred. Experience in the securities or financial services industry 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.

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.

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Job Categories: LGBT. Job Types: Full-Time.

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