Manager, Investor Reporting

7 months ago

Liverpool, United Kingdom THE BANK OF NEW YORK MELLON CORPORATION Full time

Bring your ideas. Make history. 


BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - % of the world’s top banks work with us as we lead and serve our customers into the new era of digital. 

With over years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we’re approximately , employees across countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what LifeAtBNYMellon is all about. 

We’re seeking a future team member for the role of Manager, Investor Reporting to join our Pershing team. Pershing provides a broad range of financial business solutions to investment banks, broker-dealers, wealth managers, financial planners and advisers across EMEA. We provide sophisticated front-end technology and flexible middle office capabilities with execution, settlement and custody services. These are supported by a robust regulatory and compliance framework with dedicated client asset experience and role is located in Liverpool and hybrid working.

In this role, you’ll make an impact in the following ways: 

This role is responsible for the management of an operational team who produce and distribute investor reporting (including CGT and Income Reporting). The role requires both hands on management and strategic planning. Provides a consistent client service level model and ensures that all service levels are consistently satisfied or exceeded. Develops policies and processes to ensure the volume of work produced meets product/service standards and exceeds quality standards. Identifies and implements process improvements to improve the experience for all stakeholders. Maintains effective working relationships with third party vendors to ensure reports distributed accurately and within service levels.  Recruits, directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team. Ensuring all client queries received by the team are reviewed and resolved in line with expectations and ensuring delivery of a high level of client service both internally and externally.  Maintain departmental control models, produce MI and monitor KRIs to ensure they are up to date and reflective of processes to ensure regulatory breaches are minimised. Ensure all tasks and duties that fall within the team’s responsibility are completed in a timely and accurate manner. Escalation of any material issues. Co-ordinate testing and ensure test scripts are up to date and reflective of live process, plus support of software releases Keep up to date with industry developments and changes. Undertake projects or tasks as required Any other duties as required

To be successful in this role, we’re seeking the following: 

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 & experience of reporting to investors within the financial services industry (including CGT and Income Reporting) Strong systems skills/ability to define MI/ manipulate data (ideally intermediate+ Excel)

At BNY Mellon, our inclusive culture speaks for itself. Here’s a few of our awards: 

Fortune World’s Most Admired Companies & Top for Diversity and Inclusion  Bloomberg’s Gender Equality Index (GEI) Human Rights Campaign Foundation, % score Corporate Equality Index , Disability: IN – % score  Best Workplaces for Innovators, Fast Company CDP’s Climate Change ‘A List’

Our Benefits: 

BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter. 

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