1+ months

Lead Analyst, Bus Dev Support - Fixed Income Solutions

BNY Mellon
New York, NY 10007

Pershing is a leading global provider of financial businesssolutions to over 1,500 institutional and retail financial organizations andindependent registered investment advisors, who collectively represent morethan five and a half million active investors. Pershing has more than $1trillion in global client assets.

We are seeking an individual who has:

  • Ideal candidate may have experience with Pershing clearing firms
  • Experience putting together comprehensive reports based on financials and other business details as given by different business partners
  • Excellent computer skills with specific knowledge of excel and PowerPoint
  • Knowledge of Constant Contact, Exact Target or similar a plus. Candidate should have superior organizational skills
  • Fixed Income experience a plus

Role Responsibilities:

  • Oversees client requirement assessments and approves proposals, focusing on client satisfaction, relationship building and responsible business growth that is compliant, of acceptable risk and profitable
  • Manages the pipeline database and training. Develops approachto sales analytics and performs key activities such as generating marketing materials,pricing and research
  • Takes lead on analyzing larger, more complex data sets ormetrics. May contribute to developing materials for webpage
  • Responsiblefor business development, relationship management, and/or account managementwithin assigned area (geographic territory, product category, business/industrycategory/segment, etc.) and reporting to senior manager
  • Reviews data analysis to report findings and providespreliminary recommendations. Generates marketing material and reviews pricingand profitability modeling for all phases of the Business Developmentprocesses
  • Executingtrades in certain businesses. Maintains an understanding of the marketenvironment, including short- and long-term trends, competitor offerings,regulatory developments etc. in order to achieve account growth or newaccounts
  • Tracksand reports on business development, relationship management, and/or accountmanagement results for assigned area (geographic, business/industry category,product category, etc.) Builds reports for use by senior leaders thatidentifies trends, opportunities, potential areas of concern, etc
  • Servesin a consultative role to clients and prospects, advising reporting manager oftheir short- and long- term strategic objectives in order to seek solutions andexecuting on those plans
  • Assistssmall to moderate emerging prospects or clients with growth potential. May alsopursue advantageous strategic partnerships with third parties in order tobetter respond to client/prospects needs
  • May beLearns to generate leads from within existing client accounts or as a resultsof industry research, prospecting
  • Assistspeers with complex analyses when appropriate. Consults with clients/prospectson their strategic vision and uses an in-depth understanding of the firmssolutions and value proposition to help achieve that vision. May offercustomized product offerings. Marshals firm-wide resources (marketing, legal,compliance, etc.) where appropriate
  • Workclosely with related teams (RMs, AMs, CSD) and other firm-wide resources(marketing, legal, compliance, etc.) to ensure all risk management/complianceactivities relevant to business development, relationship management, and/oraccount management activities are conducted and captured


Bachelors degree or the equivalent combination of education and experience in business management or related field is required. 5-7 years of total work experience in sales preferred.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

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 States-New York-New York
Internal Jobcode: 70038
Job: Trading
Organization: Pershing Domestic-HR06431
Requisition Number: 2001883


Posted: 2020-07-03 Expires: 2020-09-02

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Lead Analyst, Bus Dev Support - Fixed Income Solutions

BNY Mellon
New York, NY 10007

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