Investor Services Specialist, Private Asset Operations

BNY Mellon; Pittsburgh (Allegheny County); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Competitive compensation

Flexible global resources

Generous paid leaves

Job summary

A global financial services company is seeking a Specialist for Client Processing to join their Wealth Management team in Pittsburgh. This role focuses on supporting capital activity and investor documents for private asset products. Candidates should have a Bachelor's degree and 0-3 years of experience in brokerage processing, with strong analytical and communication skills. Join a dynamic team committed to excellence and innovative solutions within a collaborative environment.

Qualifications

• 0-3 years of relevant work experience, preferably in brokerage processing.
• Ability to work to deadlines in a high-volume, control-focused environment.

Responsibilities

• Support capital activity, valuations, and NAV processes of private asset products.
• Perform client service and transactional support functions for timely service delivery.
• Collaborate with teams to resolve issues and meet client needs.
• Process transactions according to scheduled events and client-authenticated instructions.
• Address inquiries and resolve problems, conducting research as needed.
• Execute complex operational tasks and perform supervisory reviews.
• Contribute to team objectives and maintain high service standards.

Skills

Attention to detail

Analytical problem-solving

Clear written communication

Clear verbal communication

Education

Bachelor's degree or equivalent

Job description

A global financial services company is seeking a Specialist for Client Processing to join their Wealth Management team in Pittsburgh. This role focuses on supporting capital activity and investor documents for private asset products. Candidates should have a Bachelor's degree and 0-3 years of experience in brokerage processing, with strong analytical and communication skills. Join a dynamic team committed to excellence and innovative solutions within a collaborative environment.