Associate, Business Planning and Analysis II at BNY

Boston, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

06 Apr, 26

Salary

83600.0

Posted On

06 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

KYC, AML, Analytical Skills, Organizational Skills, Time Management, Communication Skills, Interpersonal Skills, Banking Experience, Financial Institution Experience

Industry

Financial Services

Description

Associate, Business Planning and Analysis At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Associate, Business Planning and Analysis to join our Wealth Management team. This role is located in Boston, MA. In this role, you'll make an impact in the following ways: Review of KYC documents, perform research and analyze complex structures for BNY Clients/Prospects Communicate with internal stakeholders and external clients to resolve onboarding issues as required Stay abreast of regulatory, compliance and risk environment that affect client onboarding. Build out relationships, prospects/clients and related parties on the bank's KYC platform for final approval, Accurately open, close and update accounts on the bank's custody and accounting platforms. Handle transitions and conversions of accounts as needed. Banking or Financial Institution experience required Knowledge of AML/KYC preferred Bachelor's degree or equivalent combination of education and work experience required. Excellent analytical, organizational and time management skills High level of accuracy and professionalism Excellent communication and interpersonal skills To be successful in this role, we're seeking the following: Banking or Financial Institution experience required Knowledge of AML/KYC preferred Bachelor's degree or equivalent combination of education and work experience required. Excellent analytical, organizational and time management skills High level of accuracy and professionalism Excellent communication and interpersonal skills At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $52,000 and $83,600 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

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Responsibilities

The role involves reviewing KYC documents, performing research, and analyzing complex structures for clients. Additionally, it requires communication with stakeholders to resolve onboarding issues and managing account transitions.