Archive for May, 2013
Senior Performance Analyst Job
Senior Performance Analyst (Job Number: 1304619)DescriptionThe Senior Performance Analyst will be responsible for ensuring accurate portfolio returns are being generated from the Barclay’s POINT application on both a daily and a monthly basis. S/He will be expected to independently research, explain, and resolve differences between Barclay’s POINT and Standish calculated returns.An understanding of investment accounting, performance attribution and working knowledge of various fixed income securities and security analytics (i.e. Duration, Yield) is preferred. The Senior Performance Analyst will Read more […]
WM Direct Regional Supervisor Job
WM Direct Regional Supervisor (Job Number: 1304170)DescriptionResponsible for supervision of all business activity related to the operation of the Wealth Advisors and Wealth Management Direct Divisions of MBSC Securities Corporation. Responsible for licensing, training, and supervision of Registered Representatives, including Referral Representative Program and licensed customer service representatives and associated staff. Liaison between Registered Representative, MBSC customer service representatives and National Supervisor. Responsible for implementation and monitoring of all compliance and Read more […]
Private Banking Associate II Job
Private Banking Associate II (Job Number: 1304151)DescriptionThe incumbent manages the day to day banking relationship for an assigned portfolio of banking clients. Many of the assigned clients are high profile investment clients as well. Responsibilities including client inquires/requests; verifying client documentation; coordinating KYC/AML processes and procedures for client portfolio; coordinating communication with the client; executing and managing any projects relative to client portfolios and training junior staff. Coordinates banking services with investment service for shared clients. Read more […]
Acct Admin I, Mutual Funds Cus Job
Acct Admin I, Mutual Funds Cus (Job Number: 1301130)DescriptionAssist in the delivery of services in accordance with agreed upon service standards, the custody trust instrument, and policies and procedures between Global Security Services (GSS) and institutional clients. Serve as an administrative contact for client portfolio servicing. May perform client visits. Prepare new accounts and portfolio transactions at the direction of the client. Reconcile portfolio transactions; verify daily projections reports and check for accuracy. Research discrepancies, develop potential solutions and submit to Read more […]
Sr Workflow Coordinator
Sr Workflow Coordinator – Houston (Job Number: 1305067)DescriptionReporting to a Section Manager the Sr.Workflow Administrator is responsible for coordinating the daily activities of the Operations Unit. Determines work flow and scheduling work assignments and rotations, employee training, back-up for absent employees. Keeps abreast of departments needs and makes recommendations to management for process improvements. Resolves problem situations of a technical nature. Investigates and resolves all transaction discrepancies. Effective and prompt response to all inquiries not resolved by the processing Read more […]
Shareholder Svs Spec II Job
Shareholder Svs Spec II (Job Number: 1306686)DescriptionAssist mutual fund shareholders, broker/dealers and fund companies with inquiries transactions. Maintain productivity and quality to ensure customer satisfaction. ORAL COMMUNICATION SKILLS: Provides or requests moderately complex information. Screens calls and responds to non-routine calls, makes proper referrals. Demonstrates appropriate team behaviors. WRITTEN COMMUNICATION SKILLS: Edits basic reports or correspondence. CLIENT CONTACTS: Maintains effective contacts at various levels in the organization. Begins to build external client contacts Read more […]
Distributed Appl Developer III Job
Distributed Appl Developer III (Job Number: 1301376)DescriptionThe ABD IT Development Team at BNY Mellon handles troubleshooting, software fixes, and enhancements for two applications related to the financial services industry. First, the ClearSky application handles Blue Sky compliance services for approximately 85% of the mutual funds in the US. Second, AdReview is a Web based application that increases the efficiency of clients’ regulatory compliance review process for advertising.We are looking for a senior developer/designer who will handle technical design, development and implementation Read more […]
Operations Mgr II Job
Operations Mgr II (Job Number: 1305066)BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional Read more […]
Distributed Appl Developer IV Job
Distributed Appl Developer IV (Job Number: 1306904)DescriptionThe job holder leads the technical design, development and documentation of cross-functional, multi-platform distributed application systems. S/he analyzes, defines and documents requirements for data, workflow, and logical processes and interfaces with other systems. S/he also ensures that expected application performance levels are achieved by coordinating, coding, testing, implementation and documentation.A systems engineer with strong UNIX and TCPIP knowledge is required to join the file transport team. Must be familiar with FTP, Read more […]
Sr Mgmnt Admin Asst Job
Sr Mgmnt Admin Asst (Job Number: 1306476)DescriptionThe incumbent is responsible for performing a full range of diversified secretarial and administrative functions of a highly responsible and confidential nature for either an Operating Committee (OC) member or a senior level manager (level O, P or Q). S/He routinely exercises a great deal of latitude in independent judgment when supporting the manager.QualificationsThe qualified candidate will have 8 + years of significant secretarial experience. S/He should be familiar with MS Office. S/He should have good math skills, excellent oral/written Read more […]