Lead Analyst, Client Reporting / Performance

BNY Mellon

Job Purpose:

Supporting or leading the planning, execution, monitoring, control and closure of projects within/Global Risk Solutions Operations.

Focus areas:

  • Client On-Boarding
  • Technology and Process change
  • Client Change


Client On-Boarding - accountable or supporting the delivery of the client on-boarding, including activities:

  • Manage or support the client conversion process for Global Risk Solutions clients from point of sale to the handover of implemented services to a GRS Consultant and the Operations team.
  • Main contact for all non-commercial items during client implementation phase.
  • Manage off boarding of clients from GRS Operations products and services
  • Own and maintain relevant project documents/artefacts.
  • Form and work with a team for each project, agree tasks with target dates, monitor progress against plan
  • Arrange and chair internal and external project update meetings, tracking tasks, assigning actions and documenting them
  • Work with stakeholders and SMEs to resolve any obstacles blocking the smooth and successful completion of projects.
  • Provide updates to all stakeholders including clients, project team members and senior management
  • Work closely with clients, consultants, Product Specialists, Relationship Managers (RMs),
  • GRS Consultants, Investment Accounting and Global Operations within BNYM Asset Servicing and Technology to ensure a smooth process
  • May be required to participate in pre/post sales workshops to explain the conversion process of GRS services

Technology and Process Change - Project manage or support prioritised global projects

Client Change – Project manage significant (usually regional) client change including:

  • Client restructuring
  • Implementation of new services


Requirements - Technical Skills, Knowledge, Experience, Qualifications


  • Experience of membership of a project team responsible for implementing projects
  • Experienced at building close relationships with peers and senior stakeholders
  • Experience of working in a customer focused environment with strong client facing skill


  • Project management experience
  • Understanding of Performance and Risk industry and Global Risk Solutions client base
  • Working knowledge of Global Risk Solutions products, services and platforms.
  • MS Project skills advantageous
  • Relevant Professional qualifications advantageous: (e.g. PRINCE2, PMI)

What we can offer you:

  • Full time contract of employment
  • Competitive salary
  • Health & Life Insurance
  • Multisport card / Cinema Tickets / Nursery subsidiary
  • Pension scheme
  • Excellent opportunities for training, growth and professional development
  • Opportunities to engage in diverse projects due to growth of business migrations
  • A multitude of opportunities to get involved in additional charity projects
  • A collaborative culture and great teams

BNY Mellon is an Equal Employment Opportunity Employer.

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.

Primary Location: Poland-Dolnoslaskie-Wroclaw

Job: Asset Servicing

Internal Jobcode: 70095

Organization: Total Global Risk Solutions-HR09564

Requisition Number: 1917908

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Confirmed 8 hours ago. Posted 30+ days ago.

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