Vista previa de la oferta
Specialist – Fund Onboarding Technology & Data Solutions
mid · Technology / Software Development
Specialist – Fund Onboarding Technology & Data Solutions
Contract title: Specialist, Fund/Client Accounting II
We are currently seeking a technically curious and analytically minded professional to join our Client Activation (Fund Accounting) Team in Wroclaw as an Associate – Fund Onboarding Technology & Data Solutions.
This is not a traditional fund accounting role.
The position sits within a project-based onboarding and migration environment focused on transitioning mutual fund clients from both external administrators and internal legacy platforms onto strategic BNY systems. The role combines operational exposure with a strong focus on technology, automation, data transformation, and technical problem-solving.
We are looking for someone who enjoys working with data, building solutions, improving processes, automating workflows, and supporting development of onboarding and reconciliation capabilities for large-scale migration projects.
This role offers excellent exposure to onboarding operations, technology-driven transformation initiatives, and development of operational tools and solutions supporting future platform evolution.
In this role, you’ll make an impact in the following ways:
- Supporting onboarding and migration projects for mutual fund clients,
- Assisting with development and enhancement of reconciliation and migration support solutions,
- Working with large operational and financial data sets across multiple systems and platforms,
- Performing SQL-based analysis, data validation, troubleshooting, and issue investigation activities,
- Supporting data mapping, reconciliation, and migration processes between source and target platforms,
- Assisting with automation and process improvement initiatives aimed at reducing manual operational activities,
- Collaborating closely with Operations, Technology, Fund Accounting, Transfer Agency, Custody, and Client Service teams,
- Supporting testing, implementation, and enhancement activities for onboarding and migration solutions,
- Identifying opportunities for operational improvements and automation,
- Helping build scalable onboarding and operational support capabilities within a growing team.
To be successful in this role, we’re seeking the following:
- 2+ years of experience in operational, analytical, technical support, or project-based roles, preferably involving data analysis, automation, or process improvement,
- Strong analytical and technical mindset,
- Interest in automation, technology, and operational problem-solving,
- Experience with SQL, Excel, Alteryx, or similar analytical/automation tools would be an advantage,
- Exposure to data analysis, reporting, or process improvement activities,
- Strong attention to detail and investigative skills,
- Ability to work with large and complex data sets,
- Good organizational and communication skills,
- Ability to work effectively in a project-driven environment,
- Very good English communication skills,
- Ownership mentality and willingness to learn.
Preferred skills include:
- Exposure to Python, VBA, Power BI, or other automation/reporting tools,
- Interest in coding, scripting, or technical solution development,
- Experience within financial services, operations, onboarding, or migration environments,
- Understanding of databases, data mapping, or reconciliation concepts,
- Interest in technology-driven operational transformation initiatives.
What makes this role interesting:
- Opportunity to work on strategic mutual fund onboarding and migration projects,
- Strong combination of operations, technology, and transformation exposure,
- Ability to develop SQL, automation, analytical, and technical problem-solving skills,
- Participation in platform enhancement and onboarding technology initiatives,
- Exposure to large-scale operational transformation projects and cross-functional collaboration,
- Opportunity to grow within a dynamic and expanding onboarding team.