Manager, Mutual Funds in Bolton

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

We’re seeking a future team member for the role of Manager, Mutual Funds to join our Pershing EMEA 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.

This role is located in Manchester. In this role, you’ll make an impact in the following ways:

• This role is responsible for the management of an operational team dealing with Fund related activities. The role requires both hands-on management and strategic planning.
• The role will involve either one or a combination of responsibilities related to Fund Manager Account Openings, Fund Manager AML Due Diligence, Share Class Conversions, Fund trading activities STP and manual and Fund Settlements.
• Develops policies and processes to ensure the volume of work produced meets product/service standards. Identifies and implements process improvements to improve the experience for all stakeholders.
• 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.
• 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/KPIs to ensure they are up to date and reflective of processes to ensure regulatory breaches are minimised.
• Co-ordinate testing and ensure test scripts are up to date and reflective of live process, plus support of software releases.
• Responsible for the Team’s adherence to Records Management and Business Continuity policies and the accuracy of the information stored.
• Undertake projects or tasks as required (i.e. new Client presentations/Onboarding projects).
• Responsible for resource allocation and for ensuring projects are on schedule.
• Proactive approach to continuous improvement.
• Any other duties as required.

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

• Significant experience of leading/managing teams.
• Direct experience of dealing with a wide range of employee relations activities.
• Detailed and sustained operational experience.
• Strong systems skills/ability to define MI/ manipulate data (must be skilled in Microsoft Excel).
• Nice to have: Experienced with continuous improvement, robotics, process efficiency.
• Nice to have: Funds experience.

BNY 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, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.