Microsoft excel skills with formulas and pivot tables
Client communication via phone and email
Fund application and document processing
At BNY, our culture allows us to run our company better and enables employees’ growth and success
Job Summary
At BNY, our culture allows us to run our company better and enables employees’ growth and success.
In this role, you’ll liaise with Fund Managers, Transfer Agents and Clients to complete and provide documents and assist with fund servicing and reporting.
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.
Matching Summary
At BNY, our culture allows us to run our company better and enables employees’ growth and success.
Skills & Requirements
Must-have
Microsoft Excel skills with formulas and pivot tables
Client communication via phone and email
Fund application and document processing
Preparation of client and fund manager reports
Issue resolution within SLA
Testing for releases and functional changes
Nice-to-have
Understanding of funds and financial products
Experience dealing with fund managers and transfer agents