Client Onboarding Analyst (contract)

About the role

Join us and be part of something extraordinary. As a leading global financial services company, BNY influences 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.

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
• Able 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

At BNY, this isn’t just a role—it’s a platform. You’ll build a powerful network, accelerate your career, and tap into a dynamic campus culture with world-class amenities, supportive Employee Business Resource Groups, and employee-led communities designed to help you grow, connect, and lead.

Additional Notes

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.