Vista previa generada por IA
Specialist, Investor Services Operations II at BNY in Lake Mary – driving transfer agency and client onboarding operations.
Join BNY to leverage AI‑driven solutions and inclusive culture in a dynamic corporate finance role.
Specialist, Investor Services Operations II
Location: Lake Mary, FL, Estados Unidos
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 and champions of inclusion, 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.
We’re seeking a future team member for the role Specialist, Investor Services Operations II, to join our Integrated Middle Office Solutions team. This role is located in Lake Mary, FL.
In this role, you’ll make an impact in the following ways:
- Assists in conducting, analyzing, and reporting on transfer agency operations activities for clients of lower complexity.
- Supports client onboarding and internal conversions.
- Conducts key metric reporting and consults on daily Transfer Agency processes.
- Assists management in the day‑to‑day operations of the business and helps reduce risk and enhance efficiency through review processes and controls.
- Assists in project management for a portion of an initiative and/or onboarding new clients.
- Develops relationships with technology and line of business teams as Subject Matter Experts to define business requirements and test development.
- Analyzes business data to identify trends to mitigate risk or enhance client relationships.
- Contributes to the achievement of team objectives.
To be successful in this role, we’re seeking the following:
- Bachelor’s degree or equivalent combination of education and experience is required.
- 0–3 years of total work experience preferred.
- Experience in transfer agency operations preferred.
- Experience supporting client onboarding, conversions, or operational reporting preferred.