BNY
Client Onboarding Analyst (contract) – BNY
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. 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 is all about.
Job Summary This role is a junior-to-mid level operations position supporting the Alternative Investments onboarding team. The associate will manage end-to-end fund and account onboarding activities, ensuring accuracy, compliance, and timely execution across multiple stakeholders. The role is based onsite in Lake Mary, FL (4 days per week) and supports an active, evolving team undergoing process renovation and AI enhancement initiatives. Conversion is possible at the end of the contract.
Key Responsibilities
Onboarding & Fund Setup: Manage end-to-end onboarding from documentation review through account activation, including fund setups and validation activities.
Operations & Controls: Create and validate CUSIPs, audit setup data, and ensure strong operational controls and compliance throughout the process.
Workflow & Inbox Management: Support a shared inbox environment, managing daily workflows tied to fund launches and onboarding requests.
Cross-Functional Collaboration: Partner with internal teams, custodians, and asset managers to meet aggressive launch timelines and resolve issues proactively.
Communication & Stakeholder Support: Handle external email communications with clarity and professionalism while supporting internal coordination and escalation needs.
Qualifications
Strong analytical, problem-solving, and attention-to-detail skills
Clear communicator with strong interpersonal skills and ability to work in a team-based environment
Comfortable working in a back-office, email-driven operations role
Ability to manage multiple workflows and priorities in a fast-paced environment
Proficiency with Microsoft Excel and general documentation tools
Preferred Experience
Exposure to alternative investments or fund onboarding operations
Experience working in a shared inbox environment
FINRA licensing (SIE, Series 99, Series 7)
General compliance and risk awareness
Why Join Us This role offers the opportunity to join a growing Alternative Investments onboarding team during a period of transformation, with exposure to process revamps, playbook development, and AI enhancement initiatives. It’s an excellent entry point for candidates looking to build a strong foundation in fund operations, collaborate closely with experienced team members, and potentially convert to a longer-term opportunity.
Awards and Recognition
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
Pay Rate Range Min Pay Rate: $24.74 per hour – Max Pay Rate: $30.93 per hour (USD/hour).
Additional Notes Applications will be accepted on an ongoing basis. This posting is for a contract assignment with Tundra Technical Solutions to provide services to Bank of New York (BNY). Please note that this is not a full-time employment opportunity. Candidates selected for this role will be engaged as contractors for the specified duration of the project. For any inquiries regarding the terms of the contract or engagement, please contact Tundra Technical Solutions directly.
Benefits Information Optional benefits offering include medical, dental, vision and retirement benefits via Tundra Technical Solutions.
Seniority level Entry level
Employment type Contract
Job function Information Technology
Referrals increase your chances of interviewing at BNY by 2x.
Get notified about new Client Analyst jobs in Lake Mary, FL.
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Job Summary This role is a junior-to-mid level operations position supporting the Alternative Investments onboarding team. The associate will manage end-to-end fund and account onboarding activities, ensuring accuracy, compliance, and timely execution across multiple stakeholders. The role is based onsite in Lake Mary, FL (4 days per week) and supports an active, evolving team undergoing process renovation and AI enhancement initiatives. Conversion is possible at the end of the contract.
Key Responsibilities
Onboarding & Fund Setup: Manage end-to-end onboarding from documentation review through account activation, including fund setups and validation activities.
Operations & Controls: Create and validate CUSIPs, audit setup data, and ensure strong operational controls and compliance throughout the process.
Workflow & Inbox Management: Support a shared inbox environment, managing daily workflows tied to fund launches and onboarding requests.
Cross-Functional Collaboration: Partner with internal teams, custodians, and asset managers to meet aggressive launch timelines and resolve issues proactively.
Communication & Stakeholder Support: Handle external email communications with clarity and professionalism while supporting internal coordination and escalation needs.
Qualifications
Strong analytical, problem-solving, and attention-to-detail skills
Clear communicator with strong interpersonal skills and ability to work in a team-based environment
Comfortable working in a back-office, email-driven operations role
Ability to manage multiple workflows and priorities in a fast-paced environment
Proficiency with Microsoft Excel and general documentation tools
Preferred Experience
Exposure to alternative investments or fund onboarding operations
Experience working in a shared inbox environment
FINRA licensing (SIE, Series 99, Series 7)
General compliance and risk awareness
Why Join Us This role offers the opportunity to join a growing Alternative Investments onboarding team during a period of transformation, with exposure to process revamps, playbook development, and AI enhancement initiatives. It’s an excellent entry point for candidates looking to build a strong foundation in fund operations, collaborate closely with experienced team members, and potentially convert to a longer-term opportunity.
Awards and Recognition
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
Pay Rate Range Min Pay Rate: $24.74 per hour – Max Pay Rate: $30.93 per hour (USD/hour).
Additional Notes Applications will be accepted on an ongoing basis. This posting is for a contract assignment with Tundra Technical Solutions to provide services to Bank of New York (BNY). Please note that this is not a full-time employment opportunity. Candidates selected for this role will be engaged as contractors for the specified duration of the project. For any inquiries regarding the terms of the contract or engagement, please contact Tundra Technical Solutions directly.
Benefits Information Optional benefits offering include medical, dental, vision and retirement benefits via Tundra Technical Solutions.
Seniority level Entry level
Employment type Contract
Job function Information Technology
Referrals increase your chances of interviewing at BNY by 2x.
Get notified about new Client Analyst jobs in Lake Mary, FL.
#J-18808-Ljbffr