Manager, Mutual Funds

BNY; Manchester; Vor Ort; GBP 65.000 - 90.000; Vollzeit

Zusammenfassung

BNY in Manchester seeks a Manager, Mutual Funds to lead and develop the Pershing EMEA team. You will manage fund-related activities, oversee openings, AML due diligence, trading, and settlements, and drive process improvements within a regulated financial services environment.

You will recruit and mentor staff, ensure timely delivery, maintain MI and KRIs/KPIs, and coordinate testing and software releases while aligning with Records Management and Business Continuity policies.

Qualifikationen

• Significant experience leading/managing teams.
• Direct experience with employee relations activities.
• Detailed and sustained operational experience.
• Strong systems skills; able to define MI and manipulate data (Excel).
• Nice to have: continuous improvement, robotics, process efficiency.
• Nice to have: Funds experience.

Aufgaben

• Manage an operational team handling fund-related activities; mix of hands-on and strategic planning.
• Oversee responsibilities including Fund Manager Account Openings, AML due diligence, share class conversions, trading and settlements.
• Develop policies and processes to meet standards; implement improvements for stakeholder experience.
• Ensure timely, accurate completion of team tasks; escalate material issues.
• Recruit, direct, motivate, and develop staff; foster teamwork and professional growth.
• Maintain client service standards and monitor KRIs/KPIs; ensure regulatory compliance is minimized.
• Coordinate testing; ensure test scripts reflect live processes and support software releases.
• Ensure Records Management and Business Continuity compliance across the team.
• Lead cross-functional projects (onboarding, client presentations) and allocate resources to meet schedules.
• Proactively pursue continuous improvement and adapt to new requirements.

Kenntnisse

Team leadership

Employee relations

Operational experience

Microsoft Excel

Process improvement

Funds experience

Tools

Microsoft Excel

Jobbeschreibung

Job Description

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.

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.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what is all about. Join us and be part of something extraordinary.

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. These are supported by a robust regulatory and compliance framework with dedicated client asset experience and expertise. 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

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn

Here’s a Few Of Our Recent Awards

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits And Rewards

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.