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Research Operations Coordinator

2 months ago

Edinburgh, Edinburgh, United Kingdom Bank of New York Mellon Corporation Full time

Job Summary

We are seeking a highly organized and detail-oriented Research Operations Coordinator to join our team at Bank of New York Mellon Corporation. As a Research Operations Coordinator, you will play a critical role in supporting the Investment Research team by providing administrative support and ensuring the smooth operation of our research processes.

Key Responsibilities

  1. Meeting Preparation
  • Prepare meeting packs for Investment Research meetings, including collating and circulating research regional team packs and producing stock review packs.
Research Trip Organisation
  • Assist with the organisation of research trips, including liaising with Investment Research, Corporate Traveller, and heads of department for approval.
  • Coordinate with companies to secure management-level meetings, book interpreters when required, and involve approved corporate access providers when necessary.
  • Manage meeting schedules, international and local travel, hotel bookings, and produce detailed itineraries.
  • Create companies, contacts, and events in Salesforce.
Engagement Tracking and Reporting
  • Track, update, and report on engagement.
Administrative Support
  • Provide administrative support to the proxy voting process.
  • Assist with the coordination of annual owned company file updates, approval processes, and allocation of key documents.
  • Support process around external research providers.
  • Manage company and analyst meetings, liaising with Investment Research, approved corporate access, and research providers.
  • Provide assistance with vendor management.
Team Support
  • Provide support to the Investment Research team on an ad-hoc basis.
  • Perform general administrative tasks across all areas of Research Operations.
  • Provide holiday/absence cover and support for other team members within the department as and when required.

Requirements

  1. Technical Skills
  • Working knowledge of Word, Excel, and PowerPoint.
  • Strong numerical skills.
  • Understanding of business communications, including style and format of letters, presentations, and reports.
Education
  • University degree or equivalent.

Location

Edinburgh