Financial Services Manager
1 month ago
We are seeking a highly skilled and experienced Manager, Investor Reporting to join our Pershing team in Liverpool. As a key member of our operational team, you will be responsible for managing a team that produces and distributes investor reporting, including CGT and Income Reporting.
Key Responsibilities- Manage an operational team to ensure timely and accurate production and distribution of investor reporting.
- Develop and implement policies and processes to ensure high-quality reporting and exceed client expectations.
- Maintain effective working relationships with third-party vendors to ensure accurate and timely reporting.
- Recruit, direct, motivate, and develop staff to maximize their individual contribution and professional growth.
- Ensure all client queries are reviewed and resolved in line with expectations and deliver a high level of client service both internally and externally.
- Monitor and report on key performance indicators (KPIs) to ensure regulatory breaches are minimized.
- Coordinate testing and ensure test scripts are up to date and reflective of live processes.
- Stay up to date with industry developments and changes.
- Undertake projects or tasks as required.
- Experience of managing multi-disciplinary teams ideally across multiple locations.
- Direct experience of dealing with a wide range of employee relations activities.
- Strong operational knowledge and experience of reporting to investors within the financial services industry (including CGT and Income Reporting).
- Strong systems skills and ability to define and manipulate data (ideally intermediate+ Excel).
BNY Mellon is a leading global financial services company with a rich history and industry firsts. We offer a culture that empowers you to grow, take risks, experiment, and be yourself. Our inclusive culture has earned us numerous awards, including Fortune World's Most Admired Companies and Top for Diversity and Inclusion.
BenefitsBNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence. We provide access to flexible global resources and tools for your life's journey, including generous paid leaves that can support you and your family through moments that matter.
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