Overview About BNY Mellon's Pershing X
Pershing X is a technology company pioneering an interoperable, multi-custodial platform that unifies the core areas of wealth management. Launched in 2021, Pershing X uses its capabilities in technology design and data consolidation, and access to investment management solutions to simplify complexities found in managing an advisory business-thereby enabling wealth management professionals to increase productivity and service their clients with a seamless end-to-end experience. Formed on a foundation built and backed by a leading global bank, Pershing X is on a mission to help wealth management professionals achieve efficiency and scale, so that they can spend more time with their clients and help more people. The Lead Analyst
independently analyzes, reconciles, troubleshoots and reviews incoming and outgoing data/files/reports to ensure accurate performance/output generated by technology solutions and services. Serves as a mentor or project lead, allocating work to and reviewing the work quality of others. Interfaces with clients internally and externally to discuss project status, data issues and remediation recommendations. Analyzes and monitors files/data/reports to ensure quality of and accurate transfer, integration, translation, and reporting of data, reacting promptly to data quality metrics and client inquiries. Based on experiential analysis, execute complex data fixes, resulting in improved performance or accuracy. Contributes to the development of the standard operating procedures for the function. Interacts with data management and client support teams to identify trending issues and document root cause. Performs data mining and analysis to determine impact assessment. Employs a proven method for gathering data and model/articulate the proposed solution to complex business problems. Identifies, creates and proposes solutions for complex, large scale data issues which requires in-depth analysis and custom data manipulations to resolve. Interfaces with clients internally and externally to discuss project status, data issues and remediation recommendations. Uses SQL for data mining purposes to troubleshoot data conditions in relational databases. Develops complex script solutions for data conditions in relational databases. No direct reports; provide guidance to less experienced colleagues as needed. Often serves as project lead, allocating work to and monitoring the work quality of others. Contributes to the achievement of related teams' objectives
Bachelor's degree in finance, economics, computer science or a related discipline, or equivalent work experience required. Typically requires 7-10 years of total work experience, preferably in securities or financial services.
- Experience with internal and external audit.
- Experience with SOC1 and providing evidence for controls.
- This role will have about 50% time spent preparing and demonstrating evidence for audit purposes.
- SQL Skills required (2-4 years anonymous block data analysis querying skills)
- Experience with custodial brokerage data (positions, transactions, valuations)
- Experience troubleshooting reconciliation of transactions and positions in brokerage accounts
- Experience troubleshooting financial activity in direct business accounts (insurance, DTCC, DST)
- Experience with batch file processing and ETL.
- Alternative investment experience 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.
BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $53,000 and $112,750 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. #LI-Hybrid
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 and 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.
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.