Specialist II, Corporate Trust Transaction Management
Job Description
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.
\nIn this role, you’ll make an impact in the following ways:
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Facilitate client onboarding activities and associated responsibilities.
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Ensure transactions are established correctly and mitigate risk through thorough document review whilst meeting client objectives.
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Monitor and ensure compliance with applicable regulations, internal policies, and client requirements during the onboarding process.
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Identify opportunities to improve process documentation accuracy to enhance service delivery.
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Accurately enter and maintain deal information in internal systems and databases, ensuring data integrity and compliance with internal data governance standards.
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Identify, escalate, and help mitigate potential risks associated with the onboarding process.
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Coordinate moderately complex information/tasks with team members or internal and external parties while reviewing transaction terms.
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Escalate potential issues to senior team members, as appropriate.
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Ensure BNY remains compliant with applicable regulations and policies and procedures.
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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.
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To be successful in this role, we’re seeking the following:
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Bachelor’s degree or above, preferably in finance or a related area, or the equivalent combination of education and experience is required.
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1-3 years of total work experience preferred.
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Experience in deal onboarding or corporate trust operations.
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Knowledge of regulatory frameworks affecting investment banking and trust operations.
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Proven ability to take initiative, work independently, and manage assigned responsibilities in a timely and effective manner.
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Demonstrated strong attention to detail and accuracy in reviewing documentation, processing transactions, and maintaining records.
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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 #LifeAtBNY is all about. Join us and be part of something extraordinary.