Specialist, Enterprise Client Coverage (Alternatives/Financial Sponsors)

BNY Mellon; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

BNY Mellon seeks a Specialist to join its Alternatives coverage team in New York, NY. You will work with the firm's largest client relationships and coverage teams to advance commercial efforts and develop insights supporting decision-making for senior leaders.

You will stay informed on client news, perform industry research, and maintain CRM data quality while creating reports that highlight metrics for the Alternatives portfolio.

Qualifications

• Bachelor's degree or equivalent experience is required.
• 2-5 years of total work experience preferred.
• Proficient in PowerPoint and Excel.
• Strong analytical, presentation and communication skills with the ability to produce professional output in different formats; writing ability and eye for detail are essential.
• Ability to grow within the role - develop leadership and influencing skills and be a collaborative partner across teams.
• Able to establish relationships with diverse individuals and working styles in a global company. Strong written and verbal communication with internal partners.

Responsibilities

• Work with the firm's largest client relationships and coverage teams to advance commercial efforts.
• Conduct analyses and develop insights to support decision-making and communicate progress to senior leadership.
• Stay current on client news, conduct research and analyze industry trends.
• Maintain the team's CRM system for data quality; track wins, pipeline and opportunities.
• Create reports for senior coverage bankers and BNY management highlighting portfolio metrics for the Alternatives segment.
• Cultivate and leverage a strong network across the BNY enterprise.

Skills

PowerPoint

Excel

Analytical skills

Presentation skills

Communication skills

Attention to detail

Time management

Leadership potential

Education

Bachelor's degree

Tools

CRM software

Job description

We're seeking a future team member for the role of Specialist to join our Alternatives coverage team within Global Client Management. As a member of an enterprise client coverage team, you'll have a unique opportunity to gain exposure to BNY's entire product suite and be an integral part of our client-facing team covering a portfolio of leading global alternative asset managers (hedge funds, private equity, private credit, real estate). This role is in New York, NY.

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

• Work with the firm's largest client relationships and respective coverage teams to progress commercial efforts
• Conduct analyses and develop insights that help support decision-making through delivering concrete outcomes and communicating progress to senior leadership
• Staying current updated on client news, conducting research and analysis on industry trends
• Maintaining the team's CRM system for data quality; track wins, pipeline, and opportunities
• Create reports for senior coverage bankers and BNY management to highlight metrics for the team's portfolio of clients and the Alternatives segment
• Cultivate and leverage a strong network across the BNY enterprise

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

• Bachelor's degree or the equivalent combination of education and experience is required
• 2-5 years of total work experience preferred
• Proficient in Powerpoint and Excel
• Strong analytical, presentation and communication skills with the ability to produce professional output in different formats; strong writing ability and an eye for detail are a must
• Ability to grow within the role - develop stronger leadership and influencing skills, recognized collaborator by colleagues and clients
• The ability to establish relationships with diverse individuals and working styles, in the context of a global company with colleagues from different cultures. Adept at communicating (both verbally and in writing) with multiple internal partners to drive results
• Strong time management skills and the ability to work well under pressure with a track record of delivering against deadlines