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Senior Associate, Client Onboarding/Transitions/Conversions/KYC

2 months ago

Pune MH, Pune, India BNY Full time

Senior Associate, Client Onboarding/Transitions/Conversions/KYC

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.

We’re seeking a future team member for the role of Senior Associate, Client Onboarding/Transitions/Conversions/KYC to join our Pershing India Operations team. This role is located in Pune, MH –HYBRID.

In this role, you’ll make an impact in the following ways:

  • As a Conversion analyst, he/she will participate in weekly meetings with the client to understand their current experience, platform & technology used and progress delivery of the project.
  • Responsible for data transmission from the client to our platform. Perform Gap analysis, identify the gaps and provide solution to the problem.
  • Should be a providing a demonstration of our platform experience to client with sample data sets with precise and clear articulation of facts and figures.
  • Involved in preparing a project plan that suits client requirements. Also produce a detailed checklist and calendar of events.
  • Shall be initiating a project request if there is a new requirement from the client. Provide requirements, test cases and QA the code before promoting it to the Production environment.
  • Involved in the conversion of all the data points to our platform using SQL or other available tools.
  • Should be able to perform Front End/Back-end checkouts before we turn it to our clients.
  • Should be able to log all the issues in the Project plan and take them to closure with the agreed timeline.
  • Should be able to provide production support for a month after the implementation.
  • Shall be working with US/UK counterparts and should be flexible to support in US/UK hours.

To be successful in this role, we’re seeking the following:

  • Bachelor's degree
  • 6-8 years of total work experience preferred
  • Prior experience as a Business/Data Analyst
  • Handle File Processing, File Transmission, Handle Huge Volume of Data
  • Data Scrubbing, Data extraction and Data Manipulation on Excel
  • Basic understanding of financial industry around Trading, Wealth Management, Accounts, Positions, Balances, Transaction, Securities, Performance Reporting
  • Candidate will be responsible for data transmission from the client to our platform. Perform Gap analysis, identify the gaps and provide solution to the problem.
  • Client focus and data inquisitiveness will be an added advantage.
  • Prior experience of Project management
  • Query resolution and problem solving in a time sensitive manner.
  • Managing internal and external stakeholder relationships
  • Good system skills including Sheet


At BNY, our culture speaks for itself. Here’s a few of our awards:

  • America’s Most Innovative Companies, Fortune, 2024
  • World’s Most Admired Companies, Fortune 2024
  • Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
  • Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
  • “Most Just Companies”, Just Capital and CNBC, 2024
  • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
  • Bloomberg’s Gender Equality Index (GEI), 2023


Our Benefits and Rewards:

BNY 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, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.