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Senior Specialist, Fund/Client Accounting
senior · Audit & Accounting
We’re seeking a future team member for the role of Senior Specialist, Fund/Client Accounting to join our Global Transfer Agency team. This role is located in Pune.
In this role, you’ll make an impact in the following ways:
- Own the end-to-end Trade processing until settlement, including task allocation, controls, quality, and risk management
- Act as the primary point of contact for process queries, client escalations, and senior stakeholder communication
- Build strong, trusted client relationships and ensure consistent, accurate service delivery
- Ensure full compliance with BNY policies and all regulatory daily, weekly, monthly, and annual requirements, including timely escalation of control breaches
- Lead and manage the team, including workload planning, performance management, coaching, training, and all related people processes
- Monitor team process knowledge and quality, providing regular feedback and driving continuous improvement
- Identify process risks and errors, ensure root cause analysis, and implement sustainable corrective actions
- Drive the Digital and AI agenda by identifying automation opportunities and embedding digital solutions to deliver higher STP, increased efficiency, and reduced operational risk
- Lead and coordinate business and change initiatives impacting day to-day operations
To be successful in this role, we’re seeking the following:
- Bachelor’s degree in Business, Finance, or related field required.
- Advanced degree or professional certifications in finance or business administration preferred.
- 6 years of experience in Transfer Agency or related field within financial services.
- Good experience of Trade processing, reconciliation, client service and people management required.
- Strong leadership and collaboration skills across diverse teams, with excellent interpersonal skills for client interactions.
- Experience in holding teams responsible to department KRI’s and undertaking annual performance reviews with teams.
- Demonstrable interest in continuous learning and delivery of process improvements, including the use of digital tools and AI.