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Associate – Business Planning and Analysis II

Associate – Business Planning and Analysis II

CompanyBNY
LocationLake Mary, FL, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelJunior

Requirements

  • Bachelor’s Degree in Finance/FinTech or related discipline, or equivalent combination of education and work experience required.
  • 1-2 years relevant experience.
  • Preferred experience working in administration management setting including various disciplines such as Finance, Human Resources, and Marketing.
  • Preferred platform experience in Microsoft SharePoint, Microsoft Office (Excel, Word, etc.), or Microsoft Power Platform.

Responsibilities

  • Coordinates clear, succinct responses to client due diligence questionnaires (DDQs) working in partnership with experts across the business.
  • Manages proposal and DDQ responses end-to-end, working in both independently and in a team environment.
  • Operating as Billing liaison within Clearance & Collateral Management via invoice calculations, reporting, service code generation, and audits.
  • Effective communication to senior management on complex topics and the Treasury Market impacts, relaying the actionable information effectively to client facing, operations, and administration teams.
  • Identifying, designing, and implementing internal process improvements including re-designing infrastructure for greater scalability, optimizing data delivery, and automating manual processes.
  • Conduct analyses and reporting in support of general business operations, special projects/initiatives and/or strategic/operational planning activities.

Preferred Qualifications

  • Preferred experience working in administration management setting including various disciplines such as Finance, Human Resources, and Marketing.
  • Preferred platform experience in Microsoft SharePoint, Microsoft Office (Excel, Word, etc.), or Microsoft Power Platform.