Lead Analyst, Program & Project Management

  • Competitive
  • Boston, MA, USA Boston MA US
  • Permanent, Full time
  • BNY Mellon
  • 27 May 18 2018-05-27

Lead Analyst, Program & Project Management

BNY Mellon Wealth Management is a leading wealth manager. In 2017, it was ranked as a Top 10 U.S. Wealth Manager by Barron's. It was also awarded Best Private Bank for Customer Service in the U.S. by Financial Times publications Professional Wealth Management and The Banker. The firm has more than two centuries of experience in providing services to clients who today include financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has $238 billion in total client assets, as of December 31, 2017, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which provides investment management, custody, wealth and estate planning and private banking services, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. For more information go to bnymellonwealth.com or follow us on Twitter @BNYMellonWealth.   The Lead Analyst is responsible for supporting the strategy, execution, management, and development of Anaplan for Wealth Management. The candidate will build models and dashboards in Anaplan to support management reporting needs, share best practices and develop subject matter expertise across the business lines, and provide training to boost employee adoption. This position will report to the Head of CRM Strategy and will be based in Pittsburgh or Boston.    The Lead Analyst participates in a wide array of activities associated with project planning and management to ensure that projects are completed on time, within budget and to internal client specifications. Responsible for overall success of less complex or small projects. Leads project management activities such as project reporting, project planning, issue/risk tracking, work breakdown structures, scheduling effort estimation and tracking, other project documentation preparation and turnover to production. Directs and controls all work performed. Reports and escalates progress/issues to direct management, as needed. Assists in developing the statement of work, including project justification and plan. Influences vendor and client relations by establishing project expectations. Maintains regular contact with internal clients and coordinates and reports on project progress and accomplishments. Works with all required functions and groups to effectively plan and execute the project. Takes meeting minutes and distributes to project team. Participates in communications with internal management and external clients. Contributes to the achievement of team objectives.
 

Qualifications
Basic Qualifications:

  • Bachelor's degree or the equivalent combination of education and experience in business management or related field is required.
  • 3-5 years of total work experience in Project Management preferred.
  • Good written and verbal communication skills required.
Preferred Qualifications:
  • Anaplan product certification, or progress toward, preferred.
  • Prior project management experience preferred.
  • A user experience-oriented mindset to help develop tools to improve employee efficiency, adoption, and usage.
  • Ability to prioritize and focus in a rapidly changing environment, while exhibiting grace under pressure.
  • Demonstrated ability to communicate clearly and collaborate effectively with team and partners (technical and non-technical).
  • Some wealth management industry knowledge and project management experience.
  • Knowledge of internal BNY Mellon Wealth Management systems and processes.
  • Possess strong interpersonal skills, be self-motivated, have a results-oriented and "can-do" attitude, possess a sense of humor, and be detail-oriented.
  • Project Management Professional (PMP) certification and/or Prince2 certification is preferred.
 

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

As one of the nation's leading wealth managers, BNY Mellon Wealth Management is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs. By providing integrated products, services and solutions, we help them capitalize on opportunity while managing risk. Backed by more than two centuries of experience, we understand our clients' needs and deliver customized strategies to help them reach their goals.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.


Primary Location: United States-Massachusetts-Boston
Internal Jobcode: 70186
Job: Wealth Management
Organization: WM Other Services-HR14166
Requisition Number: 1807057

Tags: EFC:US: 26-C, 2-I, 19-B