About This Role
The Operations Specialist works on the Reconciliation team within a leading Wealth Management business, providing an end-to-end perspective of wealth operations. This role serves as a critical hub connecting with all operational divisions, and suits a tenacious problem solver who thrives on investigating data breaks, identifying root causes, and ensuring total transactional accuracy.
Responsibilities
- Review daily reconciliations across complex financial data, including buys and sales of equities, mergers, stock splits, income activity, and capital calls
- Investigate data breaks, isolate root causes, and maintain a persistent, tenacious approach to driving complex transactional errors through to complete resolution
- Utilize MS Excel (including Pivot Tables and vLookUps) and MS Access to manage and assess financial data points within friendly user databases
- Connect daily with broader operational units, developing a comprehensive understanding of end-to-end Wealth business structures
- Participate in daily internal Teams calls and monitor shared group email inboxes to ensure assigned work flows efficiently and transparently
Requirements
- 1-3+ years of operational or data-driven experience
- High computer literacy with hands-on experience in Microsoft Excel and Microsoft Access
- Strong problem-solving skills with a proven ability to investigate complex issues and identify root causes
- Analytical mindset with the capability to assess large datasets and draw clear, accurate conclusions
- Exceptional attention to detail and a strict commitment to data accuracy
Nice to have:
- Direct prior experience working within reconciliation, banking operations, or Wealth Management-related processes
- Familiarity with core financial and investment banking terminology
- Proficiency in advanced Excel functions (Pivot Tables, vLookUps)
- Comfort working in a fast-paced environment with a shared, monitored group inbox structure
- Demonstrated capability to work independently while collaborating via digital channels (MS Teams)
- Bachelor’s degree
Benefits
- Optional benefits offering include medical, dental, vision and retirement benefits via Tundra Technical Solutions
Important Details
- Contract: 6 months, with a high likelihood of extension
- Schedule: 8:30 AM – 5:00 PM (with flexibility to adjust hours earlier)
- Team: established team of nine
Application Process
- Applications will be accepted on an ongoing basis
About the Company
BNY is a leading global financial services company at the heart of the global financial system, influencing nearly 20% of the world’s investible assets. Its teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. BNY has been recognized as a top destination for innovators and champions of inclusion.
