Senior Associate, Client Onboarding/Transitions/Specialist

2 weeks ago


Chennai, Tamil Nadu, India BNY Full time
About the Role

We are seeking a highly skilled Senior Associate to join our Pershing India Operations team in Pune or Chennai. This role involves working as a Conversion analyst, responsible for data transmission from clients to our platform.

Key Responsibilities:
  • Participate in weekly meetings with clients to understand their experience, platform & technology used and progress delivery of projects.
  • Perform Gap analysis, identify gaps and provide solutions to problems.
  • Demonstrate our platform experience to clients with sample data sets, articulating facts and figures clearly.
  • Prepare project plans that suit client requirements, producing detailed checklists and calendars of events.
  • Initiate project requests for new client requirements, providing requirements, test cases and QA'ing code before promoting it to Production environment.
  • Convert all data points to our platform using SQL or other tools.
  • Perform Front End/Back-end checkouts before turning over to clients.
  • Log all issues in project plans and take them to closure within agreed timelines.
  • Provide production support for a month after implementation.
  • Work with US/UK counterparts, being flexible to support in US/UK hours.
Requirements

To be successful in this role, you should have:

  • Bachelor's degree
  • 6-8 years of total work experience (preferably)
  • Prior experience as a Business/Data Analyst
  • Skills in File Processing, File Transmission, handling 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.
  • 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 Excel
About BNY

BNY is a leading global financial services company at the center of the world's financial system. We empower our employees to grow and succeed, fostering a culture of excellence and innovation.

We're proud of our awards, including America's Most Innovative Companies, World's Most Admired Companies, 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, and Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024.

Our Benefits and Rewards include 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, focusing on your health, fostering personal resilience, and reaching financial goals as a valued member of our team.



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