Specialist II, Corporate Trust Transaction Management

About the role

We’re seeking a future team member for the role of Specialist II, Corporate Trust Transaction Management to join our Global Corporate Trust team. This role is located in New York, NY; Pittsburgh, PA; Houston, TX.

Responsibilities

• Facilitate client onboarding activities and associated responsibilities.
• Ensure transactions are established correctly and mitigate risk through thorough document review whilst meeting client objectives.
• Monitor and ensure compliance with applicable regulations, internal policies, and client requirements during the onboarding process.
• Identify opportunities to improve process documentation accuracy to enhance service delivery.
• Accurately enter and maintain deal information in internal systems and databases, ensuring data integrity and compliance with internal data governance standards.
• Identify, escalate, and help mitigate potential risks associated with the onboarding process.
• Cook up and maintain relationships with key stakeholders to ensure smooth onboarding processes.
• Carefully review and analyze documents to ensure accuracy and completeness.
• Coordinate moderately complex information/tasks with team members or internal and external parties while reviewing transaction terms.
• Escalate potential issues to senior team members, as appropriate.
• Ensure BNY remains compliant with applicable regulations and policies and procedures.
• Identify and apply AI-enabled tools, where appropriate, to improve the efficiency, accuracy, and timely completion of assigned tasks while maintaining compliance with applicable policies and procedures.

Requirements

• Bachelor’s degree or above, preferably in finance or a related area, or the equivalent combination of education and experience is required.
• 1-3 years of total work experience preferred.
• Experience in deal onboarding or corporate trust operations.
• Knowledge of regulatory frameworks affecting investment banking and trust operations.
• Proven ability to take initiative, work independently, and manage assigned responsibilities in a timely and effective manner.
• Demonstrated strong attention to detail and accuracy in reviewing documentation, processing transactions, and maintaining records.

Qualifications

• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work effectively in a fast-paced environment.
• Proficiency in Microsoft Office Suite.

Skills

• Strong understanding of financial markets and regulations.
• Experience with deal onboarding and corporate trust operations.
• Knowledge of relevant software and systems.
• Ability to work independently and manage multiple tasks simultaneously.
• Strong attention to detail and accuracy.
• Effective communication and interpersonal skills.

Benefits

About Us At 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 is all about. Join us and be part of something extraordinary.

Pay

The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered.

Schedule

If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.