About this role
At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
- "Investor Services Operations - M1Performs transfer agency operations services on behalf of clients including financial control accounting and subaccounting, fund settlement, cash reporting, DDA reconciliation, wire room activities, tax reporting, commissions and corporate actions.
- Manages team in processing distributions, completion of NAV/Rate updates, fund audit fulfillment, gain and loss reporting, settlement, commissions, invoicing and financial payments.
- Manages relationships with assigned clients and ensures all questions are answered and issues with fund transactions, accounting, and reporting are resolved.
- Manages processes and oversees a team to ensure that new client onboarding is successful and fund security master records are maintained in accordance with departmental policies and procedures.
- Ensures clients are in compliance with IRS regulatory standards.
- Makes accurate and timely delivery of all tax forms to shareholders.
- Oversees Federal and State reporting requirements, ensuring timely and accurate information reporting.
- Plans, allocates and monitors workflow to ensure that internal and external projects are accurately and timely completed.
- Analyzes, organizes and coordinates a variety of tax reporting initiatives to ensure accurate and timely filing for various mailings.
- Ensures team adheres to quality standards.
- Analyzes trends and implements processes to improve team performance.
- Responsible for the effective leadership and development of team members.
- Recruits, directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team.
- Manages a small transfer agency operations team.
- Contributes to the achievement of team objectives.
- Associates degree or the equivalent combination of education and experience is required.
- 4-5 years of total work experience with at least 0-1 years of management experience preferred.
- Experience in transfer agency operations 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."