Corporate Trust Transaction Management Specialist II

BNY; Pittsburgh (Allegheny County); On-site; USD 70,000 - 110,000; Full time

Job summary

BNY is seeking a Specialist II, Corporate Trust Transaction Management to join our Global Corporate Trust team. The role supports onboarding, transaction setup, and risk mitigation across client engagements in a multi-city footprint including New York, Pittsburgh, and Houston.

You’ll collaborate with internal teams, review documents for accuracy, and ensure regulatory compliance while applying AI-enabled tools to improve efficiency.

Qualifications

• Bachelor’s degree in finance or related field, or the equivalent combination of education and experience is required.
• 1–3 years of total work experience preferred.
• Experience in deal onboarding or corporate trust operations.
• Knowledge of regulatory frameworks affecting investment banking and trust operations.
• Demonstrated strong attention to detail and accuracy in reviewing documentation and processing transactions.

Responsibilities

• Facilitate client onboarding activities and associated responsibilities.
• Ensure transactions are established correctly and mitigate risk through thorough document review whilst meeting client objectives.
• Monitor and ensure compliance with applicable regulations, internal policies, and client requirements during the onboarding process.
• Identify opportunities to improve process documentation accuracy to enhance service delivery.
• Accurately enter and maintain deal information in internal systems and databases, ensuring data integrity and compliance with internal data governance standards.
• Identify, escalate, and help mitigate potential risks associated with the onboarding process.
• Coordinate moderately complex information/tasks with team members or internal and external parties while reviewing transaction terms.
• Escalate potential issues to senior team members, as appropriate.
• Ensure BNY remains compliant with applicable regulations and policies and procedures.
• Identify and apply AI-enabled tools, where appropriate, to improve the efficiency, accuracy, and timely completion of assigned tasks while maintaining compliance with applicable policies and procedures.

Skills

Attention to detail

Initiative

Independent work

Regulatory knowledge

Education

Bachelor's degree or above

Job description

BNY is seeking a Specialist II, Corporate Trust Transaction Management to join our Global Corporate Trust team. The role supports onboarding, transaction setup, and risk mitigation across client engagements in a multi-city footprint including New York, Pittsburgh, and Houston.

You’ll collaborate with internal teams, review documents for accuracy, and ensure regulatory compliance while applying AI-enabled tools to improve efficiency.