Security Information Set-up Associate
Job Description
Job Title: Security Information Client Processing Representative
Company, Team & Role: BNY Mellon's Pershing has supported many of the world's most sophisticated and successful financial services firms for more than 80 years. Wealth and institutional firms rely on us for clearing and custody, trading and settlement services, a broad suite of investment solutions, middle and back office support, data insights, and business consulting. BNY Mellon's Pershing offers both Wealth Solutions for broker-dealers, registered investment advisors (RIA) and trust company clients, and Institutional Solutions for prime brokers and institutional broker-dealers.
This department is responsible for maintaining and setting up securities on Pershing's security information database. The primary applications used are the Pershing Product Master system ("PROM") that holds the Security Master. Interaction with other business units is necessary for items such as corporate actions and our introducing broker dealers. This role will serve as rotational late shift coverage that provides support up until 7:00pm (ET).
Responsibilities:
In this role you will gain general knowledge of the industry landscape of financial services and subject matter expertise in Asset Classification and valuation. You will build a network of peers within Pershing and BNYM, and gain experience working directly with our clients and industry partners.
The successful candidate will demonstrate/possess:
Company, Team & Role: BNY Mellon's Pershing has supported many of the world's most sophisticated and successful financial services firms for more than 80 years. Wealth and institutional firms rely on us for clearing and custody, trading and settlement services, a broad suite of investment solutions, middle and back office support, data insights, and business consulting. BNY Mellon's Pershing offers both Wealth Solutions for broker-dealers, registered investment advisors (RIA) and trust company clients, and Institutional Solutions for prime brokers and institutional broker-dealers.
This department is responsible for maintaining and setting up securities on Pershing's security information database. The primary applications used are the Pershing Product Master system ("PROM") that holds the Security Master. Interaction with other business units is necessary for items such as corporate actions and our introducing broker dealers. This role will serve as rotational late shift coverage that provides support up until 7:00pm (ET).
Responsibilities:
- Set-up of securities
- Challenging vendor data
- Monitoring service queues
- Responding to client calls and emails
- Work on periodic projects
In this role you will gain general knowledge of the industry landscape of financial services and subject matter expertise in Asset Classification and valuation. You will build a network of peers within Pershing and BNYM, and gain experience working directly with our clients and industry partners.
The successful candidate will demonstrate/possess:
- High school/secondary school or the equivalent combination of education experience is required
- 5+ years of total work experience in brokerage processing preferred
- Experience with the Microsoft Office product suite
- Effective communication skills
- A desire to collaborate, problem solve and seek innovative ways to improve processes
- Must be Team Player
- Must pay close attention to detail
- Must have a "Can do" attitude
Date Posted
09/05/2022
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Subjectivity Score: 0.8
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