Lead Analyst, Bus Dev Support - Fixed Income Solutions Lead Analyst, Bus Dev Support - Fixed Income  …

BNY Mellon
à New York, NY, États-Unis
CDI, Plein-temps
Dernière candidature, 10 août 20
BNY Mellon
à New York, NY, États-Unis
CDI, Plein-temps
Dernière candidature, 10 août 20
Lead Analyst, Bus Dev Support - Fixed Income Solutions
Pershing is a leading global provider of financial businesssolutions to over 1,500 institutional and retail financial organizations andindependent registered investment advisors, who collectively represent morethan five and a half million active investors. Pershing has more than $1trillion in global client assets.

We are seeking an individual who has:
  • Ideal candidate may have experience with Pershing clearing firms
  • Experience putting together comprehensive reports based on financials and other business details as given by different business partners
  • Excellent computer skills with specific knowledge of excel and PowerPoint
  • Knowledge of Constant Contact, Exact Target or similar a plus. Candidate should have superior organizational skills
  • Fixed Income experience a plus

Role Responsibilities:

  • Oversees client requirement assessments and approves proposals, focusing on client satisfaction, relationship building and responsible business growth that is compliant, of acceptable risk and profitable
  • Manages the pipeline database and training. Develops approachto sales analytics and performs key activities such as generating marketing materials,pricing and research
  • Takes lead on analyzing larger, more complex data sets ormetrics. May contribute to developing materials for webpage
  • Responsiblefor business development, relationship management, and/or account managementwithin assigned area (geographic territory, product category, business/industrycategory/segment, etc.) and reporting to senior manager
  • Reviews data analysis to report findings and providespreliminary recommendations. Generates marketing material and reviews pricingand profitability modeling for all phases of the Business Developmentprocesses
  • Executingtrades in certain businesses. Maintains an understanding of the marketenvironment, including short- and long-term trends, competitor offerings,regulatory developments etc. in order to achieve account growth or newaccounts
  • Tracksand reports on business development, relationship management, and/or accountmanagement results for assigned area (geographic, business/industry category,product category, etc.) Builds reports for use by senior leaders thatidentifies trends, opportunities, potential areas of concern, etc
  • Servesin a consultative role to clients and prospects, advising reporting manager oftheir short- and long- term strategic objectives in order to seek solutions andexecuting on those plans
  • Assistssmall to moderate emerging prospects or clients with growth potential. May alsopursue advantageous strategic partnerships with third parties in order tobetter respond to client/prospects needs
  • May beLearns to generate leads from within existing client accounts or as a resultsof industry research, prospecting
  • Assistspeers with complex analyses when appropriate. Consults with clients/prospectson their strategic vision and uses an in-depth understanding of the firm'ssolutions and value proposition to help achieve that vision. May offercustomized product offerings. Marshals firm-wide resources (marketing, legal,compliance, etc.) where appropriate
  • Workclosely with related teams (RMs, AMs, CSD) and other firm-wide resources(marketing, legal, compliance, etc.) to ensure all risk management/complianceactivities relevant to business development, relationship management, and/oraccount management activities are conducted and captured

Bachelors degree or the equivalent combination of education and experience in business management or related field is required. 5-7 years of total work experience in sales preferred.
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.

Primary Location: United States-New York-New York
Internal Jobcode: 70038
Job: Trading
Organization: Pershing Domestic-HR06431
Requisition Number: 2001883