Overview
Intermediate Representative, Client Processing
Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital.
With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.
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We're seeking a future team member for the role of Intermediate Representative, Client Processing to join our CORPORATE TRUST team. This role is located in Pune/ Chennai, MH/ TN - HYBRID
In this role, you'll make an impact in the following ways:
- Microsoft proficient through experience in Excel, Access, and Word
- Experience in running queries, macros, and understanding of formulas, especially V-Lookup
- Detail oriented with analytical skills
- Prepare and transmit daily, monthly, quarterly, and annual reports to investors, master servicers and trustees as required.
- Responsible for maintaining loan level accuracy on the servicing system-SBO and delivering superior ratings from outside investors on a monthly basis.
- Develop, analyze, and manage reporting requirements for new investors and reporting enhancements for existing investors.
- Coordinate information for internal and external audits of investor portfolios.
- Analyze remittance differences between investor reporting accounting reports and remittance reports to maintain cash in custodial account.
- Validate data coming from other departments and work with those departments to maintain correct cash in custodial accounts.
- Applying expertise in analyzing and managing large-scale, complex database applications and generating strategic reports and data analyses to propel business success
- Driving a wide variety of projects - including system and documentation updates, software tools, and procedural
- Proactively developed, instituted, and standardized multiple internal processes and produced corresponding manuals to facilitate and streamline day-to-day task performance
- Providing essential consultative support and building key relationships through effective interpersonal, organizational, and leadership abilities
- Achieving proficiency across a broad range of software programs and technical tools, with specialized expertise in Microsoft Excel
- Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
- 2-3 years of total work experience preferred.
- Experience in financial services
- Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion
- Bloomberg's Gender Equality Index (GEI)
- Best Places to Work for Disability Inclusion , Disability: IN - 100% score
- 100 Best Workplaces for Innovators, Fast Company
- Human Rights Campaign Foundation, 100% score Corporate Equality Index
- CDP's Climate Change 'A List'
BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Employer Description:
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.