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Specialist, Enterprise Client Coverage (Alternatives/Financial Sponsors)
mid · Investment Banking
We’re seeking a future team member for the role of Specialist to join our Alternatives coverage team within Global Client Management. As a member of an enterprise client coverage team, you’ll have a unique opportunity to gain exposure to BNY’s entire product suite and be an integral part of our client-facing team covering a portfolio of leading global alternative asset managers (hedge funds, private equity, private credit, real estate). This role is in New York, NY.
In this role, you’ll make an impact in the following ways:
- Work with the firm’s largest client relationships and respective coverage teams to progress commercial efforts
- Conduct analyses and develop insights that help support decision-making through delivering concrete outcomes and communicating progress to senior leadership
- Staying current updated on client news, conducting research and analysis on industry trends
- Maintaining the team's CRM system for data quality; track wins, pipeline, and opportunities
- Create reports for senior coverage bankers and BNY management to highlight metrics for the team's portfolio of clients and the Alternatives segment
- Cultivate and leverage a strong network across the BNY enterprise
To be successful in this role, we’re seeking the following:
- Bachelor’s degree or the equivalent combination of education and experience is required
- 2-5 years of total work experience preferred
- Proficient in Powerpoint and Excel
- Strong analytical, presentation and communication skills with the ability to produce professional output in different formats; strong writing ability and an eye for detail are a must
- Ability to grow within the role – develop stronger leadership and influencing skills, recognized collaborator by colleagues and clients
- The ability to establish relationships with diverse individuals and working styles, in the context of a global company with colleagues from different cultures. Adept at communicating (both verbally and in writing) with multiple internal partners to drive results
- Strong time management skills and the ability to work well under pressure with a track record of delivering against deadlines