Change Analyst, Client Reporting
Newton Investment Management is one of BNY Mellon Investment Management's specialists, and they are a London-based global investment house with expertise in a range of disciplines, including global, regional and emerging-market equities, multi-asset strategies, absolute return investing and global bonds. A global, thematic approach to investment helps them achieve long-term perspective on global financial markets and economies, and identify areas of long-term risk and opportunity. Their belief is that responsible investment is better investment for clients and they consider ESG (environmental, social and governance) issues in relation to every company in which they invest. Newton is part of BNY Mellon Investment Management, one of the world's largest investment managers. What's on Offer?
Newton is a professional, friendly and collegiate place to work offer a number of benefits like a 12% pension contribution, flexible working hours and opportunities to progress. The firm looks to attract individuals who are keen to work as part of a team, in a meritocratic environment, and who are driven to help make the organisation a great place to work. Newton employees are bright, inquisitive, thoughtful and collaborative. They are highly motivated to deliver performance and service to clients. Newton prides itself on being an employer of choice, with a commitment to diversity. BNY Mellon Investment Management:
At BNY Mellon Investment Management, we believe the right results begin with being relevant to every client, whether it is engaging with them to create solutions, offering diversified strategies or providing insights for better-informed decisions.
That is why we designed a model built around investors' needs to offer the best of both worlds: world-class investment firms with best-of-breed talent and unique cultures combined with the global scale and strength of BNY Mellon Investment Management. We connect investors with opportunities across every major asset class, globally. Today, we have eight investment firms, one of which is Newton Investment Management.
We believe this is how investing should be and we are looking for talent to help us deliver on our promise. Job Purpose:
This is an intermediate/ senior position within the client reporting team, requiring the individual to assist and lead (when required) on engagements with the client facing and technology teams on all matters relating to client reports and factsheets. Key Responsibilities:
•To co-ordinate the onboarding process for new clients and fund/product launches from a reporting perspective, both within client reporting and with key stakeholders.
•To play a lead role in requirements gathering with the client facing and technology teams on the development and delivery of new reporting templates as they arise.
•To be proactively involved in projects impacting the client reporting team and to co-ordinate the team testing efforts for project and BAU enhancements.
•To lead engagement with the data governance team on all client reporting data issues.
•To assist with the production of all existing reporting and factsheet commitments.
•To actively participate and play a lead role in cross training requirements across the client reporting team.
•To be a SME in the Vermilion reporting system.
•To identify and deliver process improvements which will improve the team service delivery without adding risk.
•To oversee team procedure manuals and ensure they are always current.
•To oversee the team audit responsibilities, covering internal task logs and engagement with internal and external auditors.
•To oversee the team vendor management responsibilities for both internal and external services, ensuring review meetings are taking place and all documentation is regularly updated. Assist in the management the relationship between the team and its service providers, ensuring good performance and appropriate monitoring Qualifications Our expectation is that people will bring:
•Efficient Decision Making BNY Mellon is an Equal Employment Opportunity Employer. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums. Primary Location:
United Kingdom-Greater London-London Job:
Asset Management Internal Jobcode:
Newton-HR06148 Requisition Number: