Financial Operations Analyst (contract)

BNY; Town of Florida (NY); Hybrid; USD 30,000 - 39,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Retirement benefits

Job summary

BNY is seeking professionals to support Markets Client Onboarding within Enterprise Onboarding. These roles support onboarding and lifecycle-management activities across Transaction Management Operations (TMO), Fixed Income & Equities Client Lifecycle Management (FIEQ CLM), and Liquidity & Margin Services (LMS) Onboarding.

Standard hours are aligned to 8:30 AM-5:30 PM Eastern, with overtime expected as needed. Contractors are expected to work onsite 4 days per week, and 1 day remote.

Qualifications

• Strong attention to detail with experience handling static data, contractual information, client/account details, and accurate data entry across multiple systems.
• Strong written and verbal communication skills, including comfort handling emails and chats in a fast-paced operational setting.
• Ability to follow written procedures, checklists, escalation protocols, and maker-checker controls.
• Ability to manage multiple priorities, urgent requests, and strict deadlines while maintaining accuracy.
• Comfortable working in a hybrid environment and collaborating using Microsoft Outlook, Excel, Word, and Teams.
• Bachelor’s degree or equivalent combination of education and relevant experience.

Responsibilities

• Onboarding Support: Facilitate onboarding of client accounts into internal systems by initiating work items, entering static data, and ensuring information is accurately recorded and routed for approval
• Data & Documentation Management: Input and maintain client, account, jurisdictional, contractual, and related onboarding data across multiple platforms; gather, index, and organize supporting documentation
• Workflow & Queue Administration: Monitor shared mailboxes, workflow queues, and ageing trackers; coordinate follow-ups and support backlog reduction in a high-volume environment
• Cross-Functional Coordination: Work closely with sales, middle office, operations, legal, risk, compliance, and other internal stakeholders to support smooth onboarding execution
• Status Reporting & Escalation: Prepare routine status updates, identify incomplete or inconsistent information, and elevate exceptions in accordance with established procedures
• Controlled Operations Support: Perform initiator-only tasks under maker-checker controls; all approvals, regulatory determinations, exception decisions, and final sign-offs remain with authorized permanent employees

Skills

Attention to detail

Communication skills

Multitasking

Hybrid environment familiarity

Education

Bachelor’s degree or equivalent

Tools

Microsoft Outlook

Excel

Word

Teams

Job description

At BNY, our culture allows us to run our company better and enables you to grow and succeed. 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 and champions of inclusion, 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.

Job Summary

We are seeking professionals to support Markets Client Onboarding within Enterprise Onboarding. These roles support onboarding and lifecycle-management activities across Transaction Management Operations (TMO), Fixed Income & Equities Client Lifecycle Management (FIEQ CLM), and Liquidity & Margin Services (LMS) Onboarding.

Standard hours are aligned to 8:30 AM-5:30 PM Eastern, with overtime expected as needed. Contractors are expected to work onsite 4 days per week, and 1 day remote.

Key Responsibilities

• Onboarding Support: Facilitate onboarding of client accounts into internal systems by initiating work items, entering static data, and ensuring information is accurately recorded and routed for approval
• Data & Documentation Management: Input and maintain client, account, jurisdictional, contractual, and related onboarding data across multiple platforms; gather, index, and organize supporting documentation
• Workflow & Queue Administration: Monitor shared mailboxes, workflow queues, and ageing trackers; coordinate follow-ups and support backlog reduction in a high-volume environment
• Cross-Functional Coordination: Work closely with sales, middle office, operations, legal, risk, compliance, and other internal stakeholders to support smooth onboarding execution
• Status Reporting & Escalation: Prepare routine status updates, identify incomplete or inconsistent information, and elevate exceptions in accordance with established procedures
• Controlled Operations Support: Perform initiator-only tasks under maker-checker controls; all approvals, regulatory determinations, exception decisions, and final sign-offs remain with authorized permanent employees

Assignment-Specific Support

• TMO: Support collateral onboarding and maintenance activities, including workflow creation, template pre-population, NAX/TLM update package preparation, and mailbox/queue management
• FIEQ CLM: Support lifecycle-management requests through documentation collection, checklist-based completeness reviews, queue maintenance, and draft factual communications for employee review
• LMS Onboarding: Support onboarding administration, project-related onboarding tasks, documentation gathering, workflow initiation, database updates, and status tracking for liquidity and margin services clients

Qualifications

• 2+ years of experience in financial services, financial operations, treasury operations, client onboarding, account maintenance, documentation review, or a comparable controlled operations environment
• Strong attention to detail with experience handling static data, contractual information, client/account details, and accurate data entry across multiple systems
• Ability to follow written procedures, checklists, escalation protocols, and maker-checker controls
• Strong written and verbal communication skills, including comfort handling emails and chats in a fast-paced operational setting
• Ability to manage multiple priorities, urgent requests, and strict deadlines while maintaining accuracy
• Comfortable working in a hybrid environment and collaborating using Microsoft Outlook, Excel, Word, and Teams
• Bachelor’s degree or equivalent combination of education and relevant experience

Preferred Experience

• Experience in client onboarding, institutional onboarding, lifecycle management, collateral management, securities operations, treasury operations, brokerage operations, banking operations, or KYC/AML-risk related environments
• Familiarity with ISDA/CSA documentation, legal document ingestion, SSIs, ASLs, account-opening documentation, or contract repositories
• Exposure to workflow queues, shared mailboxes, ageing reports, operational metrics, and quality-control processes
• Prior experience supporting high-volume onboarding environments, backlog reduction efforts, or project-related operational work
• Exposure to internal or comparable onboarding/workflow platforms such as TLM, NAX, Nexen, AcadiaSoft MarginSphere, or document repository tools
• Educational background in business administration, economics, finance, or related disciplines

Why Join Us

Join a high-visibility onboarding team supporting critical client account setup activities across multiple Markets functions. These roles offer the opportunity to work alongside experienced full-time staff in a structured, collaborative environment while gaining exposure to onboarding operations, workflow tools, legal and client documentation, and cross-functional partnership across sales, middle office, and operational teams. With strong training, hands‑on experience, and potential extension based on business need and performance, this is an excellent opportunity for professionals looking to deepen their experience in financial operations and client onboarding.

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

BNY Newsroom

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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

Pay Rate Range

22.4 - 28 USD hourly

Additional Notes

Applications will be accepted on an ongoing basis.

This posting is for a contract assignment with Tundra Technical Solutions to provide services to Bank of New York (BNY). Please note that this is not a full-time employment opportunity. Candidates selected for this role will be engaged as contractors for the specified duration of the project. For any inquiries regarding the terms of the contract or engagement, please contact Tundra Technical Solutions directly.

Benefits Information

• Optional benefits offering include medical, dental, vision and retirement benefits via Tundra Technical Solutions.