Lead Representative, Client Processing
2 weeks ago
The Investor Reporting team are responsible for the production, reconciliation and distribution of investor-based reporting that includes Valuations, CTV, CGT, Custody Statements, Cash Statements and Contract Notes. The role involves supporting clients with the preparation of production and ensuring all reporting is distributed accurately within regulatory and service level guidelines.
The team is made up of 8 individuals in the UK and 4 individuals in Chennai.
Main Duties/ Responsibilities of the Role
- Has strong knowledge and experience of reporting to investors
- Oversee day to day activities ensuring deadlines are met
- Prepare management information to demonstrate team performance against service levels
- Participate and lead client meetings
- Support the team in the coordination of major production runs
- Responsible for the quality assurance of production and the products
- Plan for support the team during periods of absence
- Ensure procedures and control models are maintained reviewed regularly
- Work closely with Account Managers and Product Management around product enhancements
- Communicate with internal departments, clients, and 3 rd party vendors
- Act as a point of escalation and perform root cause analysis of issues
- Participate in projects as required
- Any other duties as required
Technical Knowledge
- Industry knowledge
- Valuation/CGT/Tax knowledge
- Report production experience
- Pershing systems knowledge desirable
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
**BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.**
**Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
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