BNY
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Operations Analyst (contract)
role at
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 it’s all about.
Job Summary This role supports Operations – Account Transfers, with a primary focus on processing ACAT and Non-ACAT transfer requests in a high-volume, fast-paced environment. The position requires hands‑on operational experience, strong attention to detail, and the ability to coordinate effectively with internal teams, custodians, and broker‑dealer partners.
Key Responsibilities
Account Transfer Processing: Process ACAT and Non-ACAT transfer requests in compliance with regulatory and company policies, including manual and electronic reviews.
Documentation Review & Quality Control: Review transfer documentation for completeness and accuracy, ensuring quality standards are met prior to submission.
Cross‑Functional Coordination: Coordinate with clients, custodians, broker dealers, and internal departments to facilitate timely and accurate asset transfers.
Issue Resolution & Follow‑Up: Resolve discrepancies and transfer‑related issues, conduct transfer follow‑up calls, and provide timely status updates to clients and stakeholders.
Workflow & Volume Management: Manage high daily volumes (100–200 transfer items per day), handle ad‑hoc requests, and maintain detailed records across multiple inboxes.
Compliance & Audit Support: Maintain accurate records, support audit and compliance requirements, and ensure adherence to regulatory transfer standards.
Qualifications
Strong organizational, communication, and interpersonal skills
High attention to detail and accuracy in manual, multi‑step processes
Ability to collaborate effectively with internal teams and external partners
Clerical or financial services experience with document review
Preferred Experience
Experience in financial operations, client services, or transfer processing
Working knowledge of ACAT and Non‑ACAT transfer processes and regulatory requirements
Familiarity with brokerage operations and custodial workflows
Proficiency with operational systems and shared inbox environments
Why Join Us This is a strong opportunity to join a growing operations team supporting critical account transfer functions within securities brokerage. The role offers hands‑on exposure to end‑to‑end transfer processing, structured training from experienced leaders in Lake Mary, FL, and the chance to build deep operational expertise in a high‑demand area with a strong likelihood of extension.
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
Pay Rate Range Min Pay Rate: 24.74 USD hourly Max Pay Rate: 30.93 USD hourly
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 Management and Manufacturing
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Operations Analyst (contract)
role at
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 it’s all about.
Job Summary This role supports Operations – Account Transfers, with a primary focus on processing ACAT and Non-ACAT transfer requests in a high-volume, fast-paced environment. The position requires hands‑on operational experience, strong attention to detail, and the ability to coordinate effectively with internal teams, custodians, and broker‑dealer partners.
Key Responsibilities
Account Transfer Processing: Process ACAT and Non-ACAT transfer requests in compliance with regulatory and company policies, including manual and electronic reviews.
Documentation Review & Quality Control: Review transfer documentation for completeness and accuracy, ensuring quality standards are met prior to submission.
Cross‑Functional Coordination: Coordinate with clients, custodians, broker dealers, and internal departments to facilitate timely and accurate asset transfers.
Issue Resolution & Follow‑Up: Resolve discrepancies and transfer‑related issues, conduct transfer follow‑up calls, and provide timely status updates to clients and stakeholders.
Workflow & Volume Management: Manage high daily volumes (100–200 transfer items per day), handle ad‑hoc requests, and maintain detailed records across multiple inboxes.
Compliance & Audit Support: Maintain accurate records, support audit and compliance requirements, and ensure adherence to regulatory transfer standards.
Qualifications
Strong organizational, communication, and interpersonal skills
High attention to detail and accuracy in manual, multi‑step processes
Ability to collaborate effectively with internal teams and external partners
Clerical or financial services experience with document review
Preferred Experience
Experience in financial operations, client services, or transfer processing
Working knowledge of ACAT and Non‑ACAT transfer processes and regulatory requirements
Familiarity with brokerage operations and custodial workflows
Proficiency with operational systems and shared inbox environments
Why Join Us This is a strong opportunity to join a growing operations team supporting critical account transfer functions within securities brokerage. The role offers hands‑on exposure to end‑to‑end transfer processing, structured training from experienced leaders in Lake Mary, FL, and the chance to build deep operational expertise in a high‑demand area with a strong likelihood of extension.
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
Pay Rate Range Min Pay Rate: 24.74 USD hourly Max Pay Rate: 30.93 USD hourly
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 Management and Manufacturing
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