Team Lead-Trade Support Job

Team Lead-Trade Support (Job Number: 1309444)

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 36 countries and more than 100 markets. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. Additional information is available at www.bnymellon.com.

BNY Mellon Asset Servicing is dedicated to dynamically supporting our clients' investments and safeguarding their assets, keeping them working around the clock and across the world. It's part of our commitment to being a true partner for our clients' investment success. We specialize in operational solutions and capabilities for today's market-enhancing the management and administration of investments with services that process, monitor and measure investment data from around the world. By leveraging BNY Mellon's global footprint and deep expertise, we deliver insight-driven solutions for every phase of investing.

Description

The Team Lead Trade Support reports to the Supervisor and is responsible for the timely and accurate capture, enrichment and/or settlement of security trades and, where appropriate, cash transactions, on behalf of their assigned Middle Office clients. All tasks must be conducted in accordance with client Service Level Agreements, department policies and procedures and in line with market practice and all exceptions must be accurately recorded, investigated, monitored and, as necessary, escalated to ensure timely resolution. The candidate will be the quality control checkpoint for the content of client deliverables and will be required to review high risk items such as aged issues, high-value and/or priority market transactions. The incumbent will the first point of escalation within the team and will assist the Supervisor with the on-boarding curriculum for new hires, conduct on-the-job training and job shadowing activities. The Team Lead Trade Support may be required to perform the duties of the Trade Support Specialist from time to time. The incumbent will be assigned to special projects individually or in a team environment and will also be responsible for the documentation of operating procedures and periodic review of existing procedures. The Team Lead position will also be responsible for identifying and escalating potential risk issues as it relates operational processes and procedures. The Team Lead Trade Support will be required to effectively interface with various global institutions within the financial services industry. The incumbent will interface with Custodian Banks, Brokers, Asset Managers, Valuation Agents, Securities Lending Agents and Mutual Fund Administrators. The incumbent will be required to communicate and service the front office of an Asset Manager, including the trading operations and their portfolio research teams. They will also be required to effectively work with various internal functional teams and operational 'Centers of Excellence' globally - located in the Americas, EMEA and India.

Qualifications

Minimum experience, skills, certifications and academic background necessary to perform the position: Bachelor's degree or equivalent experience. 3+ years of industry experience. Excellent verbal and written communication skills. Computer skills. Proficiency in Microsoft Word and Excel required. Attention to detail and the ability to work under pressure within set deadlines. Works well in a team environment and individually. Ability to manage and supervise the team's workflow.

Primary Location: United States-USA-PA-Pittsburgh
Internal Jobcode: 29980
Job: Asset Servicing
Organization: US Financial Institutions-HR09086

July 20, 2013 • Tags:  • Posted in: Financial

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