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BNY Mellon
Warsaw, Poland
(on-site)
Posted
5 days ago
BNY Mellon
Warsaw, Poland
(on-site)
Job Type
Full Time
Job Function
Other
Investment Performance & Compliance Senior Consultant
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Investment Performance & Compliance Senior Consultant
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Description
Investment Performance & Compliance Senior ConsultantAt BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Investment Performance & Compliance Senior Consultant (Contract Job Title: Senior Vice President, Client Reporting/Performance Manager) to join our Fund & Investor Solutions team. This role is located in Wrocław , Poland.
In this role, you'll make an impact in the following ways:
- Primarily responsibility to support clients and engage with service, commercial aspect of the client relationship.
- Interacts with client investment offices within large institutional investors and key BNY stakeholders to enhance client satisfaction with BNY and their willingness to subscribe to additional services.
- Interact with clients to resolve internal and external inquiries and requirements related to all aspects of institutional clients' use of a range of advanced services within Global Risk Solutions (Performance & Compliance), including performance measurement, asset allocation, attribution, risk and other investment analysis.
- Manage and undertake initiatives and projects individually. Provide excellent client services and managing multiple stakeholders in the areas of client sales, on-boarding, migration and conversion
- Work across functional groups within BNY to understand how they support investment data, operational processes, and technical aspects to ensure client issues are resolved promptly. Coordinate across the company to research and resolve issues with data quality or complex technical issues.
- As a Senior Consultant, the role may include team leadership responsibilities, such as providing strategic direction and oversight, as well as offering guidance and mentorship to less experienced team members to support their development and ensure high-quality service delivery.
To be successful in this role, we're seeking the following:
- Excellent written and verbal communication skills required. Also requires ability to interact with detailed data or analysis questions as necessary and move from detailed to high level discussions flexibly depending upon the situation and the level of sophistication of the client contacts.
- Should have good Financial Industry Knowledge, Financial concepts, performance attribution and should have solid understanding of using tools and query databases. Key Skill of Advanced Excel and Power point, additional skill of SQL and visualization tool would be advantageous.
- Expertise in investment and risk analysis required and knowledge of how institutional investors use advanced investment analysis services within their investment programs.
- Detailed understanding of interaction of investment data, vendor data sources and external investment manager administrators, consultants, or other service providers.
- Experience: 7 - 10 years of relevant experience (Fund Accounting, Performance or Compliance will be advantageous)
- Accounting/ Economics/ Finance / Math's university degree or the equivalent combination of education and experience is required. Preferred Qualification: Master's degree with certification like CFA, CIPM CAIA, FRM, ACCA, CIMA.
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
- America's Most Innovative Companies, Fortune, 2025
- World's Most Admired Companies, Fortune 2025
- "Most Just Companies", Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers 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. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Job ID: 80863259
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