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BNY Mellon

Specialist, Business Planning and Analysis

Pittsburgh, PA


Who we are

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of Dec. 31, 2021, BNY Mellon had $46.7 trillion in assets under custody and/or administration, and $2.4 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on . Follow us on Twitter @BNYMellon or visit our newsroom at for the latest company news

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What we do

Global Client Management (GCM) positions BNY Mellon as provider and partner of choice for the largest, most complex, fastest growing, and most strategic global client relationships. The team identifies major opportunities and drives growth and service delivery around "top of mind" strategic issues. Key to this role is delivering the entirety of BNY Mellon's resources and capabilities across businesses and geographies, with a focus on growth and enhanced connectivity to the client C-suite and key influencers.

Job Description:

The Global Client Management team is looking for an ambitious, action-oriented Business Planning & Analysis Associate to help:
  • Support the overall management of onboarding teams and individuals to BNYM's Enterprise CRM
  • Assist in onboarding teams to platform by producing onboarding project plans and executing steps against the platform's onboarding playbook
  • Regularly report on onboarding statuses, and user adoption metrics
  • Participate in user advocacy actions including detailing business requirements, prioritization of requirements and communication to business leads on requirement/functionality status
  • Work with technology to provide information on desired functionality from user groups
  • Partner with Change Management and Training Leads to help moderate platform training sessions
  • Partner with Change Management Lead to communicate to platform userbase any information critical for success on the platform
  • Participate in deployment testing and activation sessions to help insure functionality meets stakeholder expectations
  • Actively contributes to on-going process improvement discussions
Key Responsibilities:
  • Create onboarding project plans and lead onboarding kickoffs and status meetings with teams
  • Help drive user adoption across the platform userbase by providing support to newly onboarded teams
  • Drive platform functionality transparency by regularly communicating deployment milestones to userbase
  • Help troubleshoot platform issues and bugs by detailing incidents in Jira and working with technology partners to resolve
  • Logical thinker with demonstrably strong analytical skills
  • Strong power point skills
  • Expert Excel skills
  • Understanding of CRM applications.
  • Strong interpersonal and relationship-building skills; must be comfortable interacting with all levels of the organization
  • Capability to work in both Lifecyle and Agile environments
  • Capacity to multi-task, prioritize and quickly change priorities
  • Willingness and comfort with working in a high paced environment
  • Problem-solving skills and a desire to make their mark in the organization
  • 5-7 years of total work experience preferred.
  • Bachelor's degree in lieu of some experience may be considered.
  • High school/secondary school or the equivalent combination of education and experience is required, bachelors degree preferred.
Personal Qualities:
  • Someone known for getting things done. A self-starter with a bias for action. Someone who typically steps forward to take ownership and doesn't hide from accountability
  • Someone able to work effectively under pressure in a fluid environment where boundaries may be blurred
  • Someone naturally attentive to detail, with high standards for quality and accuracy in their work
  • A collaborative, team-oriented, consultative professional, able to effect outcomes through influencing
  • Someone who seeks out the benefits of diversity; is creative, innovative and entrepreneurial in spirit
Employer Description:

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 and 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:

EEO Statement:

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.

Client-provided location(s): Pittsburgh, PA, USA
Job ID: BNY_Mellon-32927
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Health Reimbursement Account
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Sabbatical
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Performance Bonus
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program