Specialist – Fund Onboarding Technology & Data Solutions

BNY; Wrocław; On-site; PLN 120,000 - 180,000; Full time

Job summary

BNY is seeking a technically curious and analytically minded Associate in Wroclaw for Fund Onboarding Technology & Data Solutions. This role sits in a project-based onboarding and migration environment focused on transitioning mutual fund clients onto strategic BNY systems.

You will work with large data sets, perform SQL-based analysis, support data mapping and migration, and contribute to automation initiatives to reduce manual effort across cross-functional teams.

Qualifications

• 2+ years in operational, analytical, technical support or project roles.
• Interest in automation, technology and problem solving.
• Experience with data analysis, reporting, or process improvement.

Responsibilities

• Supporting onboarding and migration projects for mutual fund clients.
• Assisting with development and enhancement of reconciliation and migration support solutions.
• Working with large operational and financial data sets across multiple systems and platforms.
• Performing SQL-based analysis, data validation, troubleshooting, and issue investigation activities.
• Supporting data mapping, reconciliation, and migration processes between source and target platforms.
• Assisting with automation and process improvement initiatives aimed at reducing manual operational activities.
• Collaborating closely with Operations, Technology, Fund Accounting, Transfer Agency, Custody, and Client Service teams.
• Supporting testing, implementation, and enhancement activities for onboarding and migration solutions.
• Identifying opportunities for operational improvements and automation.
• Helping build scalable onboarding and operational support capabilities within a growing team.

Skills

Analytical mindset

Data analysis

Automation

Attention to detail

Strong English

Tools

SQL

Excel

Alteryx

Power BI

Python

VBA

Job description

Specialist – Fund Onboarding Technology & Data Solutions

We are currently seeking a technically curious and analytically minded professional to join our Client Activation (Fund Accounting) Team in Wroclaw as an Associate – Fund Onboarding Technology & Data Solutions.

This is not a traditional fund accounting role.

The position sits within a project-based onboarding and migration environment focused on transitioning mutual fund clients from both external administrators and internal legacy platforms onto strategic BNY systems. The role combines operational exposure with a strong focus on technology, automation, data transformation, and technical problem-solving.

We are looking for someone who enjoys working with data, building solutions, improving processes, automating workflows, and supporting development of onboarding and reconciliation capabilities for large-scale migration projects.

This role offers excellent exposure to onboarding operations, technology-driven transformation initiatives, and development of operational tools and solutions supporting future platform evolution.

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

• Supporting onboarding and migration projects for mutual fund clients,
• Assisting with development and enhancement of reconciliation and migration support solutions,
• Working with large operational and financial data sets across multiple systems and platforms,
• Performing SQL-based analysis, data validation, troubleshooting, and issue investigation activities,
• Supporting data mapping, reconciliation, and migration processes between source and target platforms,
• Assisting with automation and process improvement initiatives aimed at reducing manual operational activities,
• Collaborating closely with Operations, Technology, Fund Accounting, Transfer Agency, Custody, and Client Service teams,
• Supporting testing, implementation, and enhancement activities for onboarding and migration solutions,
• Identifying opportunities for operational improvements and automation,
• Helping build scalable onboarding and operational support capabilities within a growing team.

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

• 2+ years of experience in operational, analytical, technical support, or project-based roles, preferably involving data analysis, automation, or process improvement,
• Strong analytical and technical mindset,
• Interest in automation, technology, and operational problem-solving,
• Experience with SQL, Excel, Alteryx, or similar analytical/automation tools would be an advantage,
• Exposure to data analysis, reporting, or process improvement activities,
• Strong attention to detail and investigative skills,
• Ability to work with large and complex data sets,
• Good organizational and communication skills,
• Ability to work effectively in a project-driven environment,
• Very good English communication skills,
• Ownership mentality and willingness to learn.

Preferred Skills Include

• Exposure to Python, VBA, Power BI, or other automation/reporting tools,
• Interest in coding, scripting, or technical solution development,
• Experience within financial services, operations, onboarding, or migration environments,
• Understanding of databases, data mapping, or reconciliation concepts,
• Interest in technology-driven operational transformation initiatives.

What Makes This Role Interesting

• Opportunity to work on strategic mutual fund onboarding and migration projects,
• Strong combination of operations, technology, and transformation exposure,
• Ability to develop SQL, automation, analytical, and technical problem-solving skills,
• Participation in platform enhancement and onboarding technology initiatives,
• Exposure to large-scale operational transformation projects and cross-functional collaboration,
• Opportunity to grow within a dynamic and expanding onboarding team.

About Us

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.

About The Team

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.