Investment Operations Coordinator

  • Competitive
  • Everett, MA, USA
  • Permanent, Full time
  • BNY Mellon
  • 18 Aug 17

Investment Operations Coordinator

Summary:
BNY Mellon Investment Management is one of the world's leading investment management organizations and one of the top U.S. wealth managers. Our business encompasses BNY Mellon's affiliated investment management firms, wealth management organization, and global distribution companies.  Our goal is to build and deliver investment and wealth management strategies and solutions to meet our clients' needs.
 
Drawing on deep expertise, we collaborate with our clients to tailor our best ideas and resources to meet their specific requirements. Through our global network we have developed a significant understanding of local requirements. We pride ourselves on providing dedicated service through our teams.
 
With extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments planned giving programs, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management can help our clients reach their goals.
 
The Role:
Reporting to the Senior Investment Operations Specialist, the Investment Operations Coordinator will support all aspects of conversion processing, including updating and maintaining account data on internal systems, documenting client-specific requirements, and working with custodian banks and internal departments to support the trade settlement process.  The Investment Operations Coordinator is responsible for facilitating the integration of new accounts and ensuring existing accounts are maintained accurately to support daily operations process workflow.
 
He or she will also have strong client service orientation, technical abilities and prioritization skills. The individual in this role will participate in projects both individually and on a team, and must demonstrate strong written and communication skills.
 
Responsibilities:

  • Collaborate and correspond with clients, custodian banks, other operational areas, and internal parties
  • Execute data entry, customer communication, and recordkeeping tasks daily for the Investment Operations group


Qualifications
Basic Qualifications:
  • Bachelors Degree
  • At least 1+ years of experience in the financial services industry
Preferred Qualifications:
  • Proficiency with Microsoft Excel
  • Knowledge of financial services operations including conversions, FX, equity and fixed income trading
  • Knowledge of multiple investment products and strategies for both the global and domestic markets

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

As one of the world's leading investment management organizations and one of the top U.S. wealth managers, BNY Mellon Investment Management combines agility, insight and scale to create and deliver strategies and solutions to address our clients' needs. Encompassing BNY Mellon's investment management firms, wealth management organization and global distribution teams, we draw on deep expertise to collaborate with clients and tailor our best ideas and resources to meet their specific needs. We pride ourselves on providing dedicated service through our network of global professionals who have a deep understanding of local requirements. With our extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management is dedicated to helping clients reach their goals.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.


Primary Location: United States-Massachusetts-Everett
Internal Jobcode: 33289
Job: Asset Management
Organization: IM Infrastructure-HR14826
Requisition Number: 1709078