Senior Associate jobs at S.R. Snodgrass

Job Details Experienced Cranberry Township - Cranberry Twp, PA Full Time 4 Year Degree S.R. Snodgrass, P.C. is looking for a Senior Associate to join our Audit and Assurance Services Group. As a Senior Associate, you will have the opportunity to work with and lead the engagement team to audit the financial statements of our clients, which may include non-profit, financial institutions (including SEC-registrants), employee benefit plans, manufacturing, construction, or a variety of other clients. This is a full-time position which requires an average of 45 hours per week, with additional hours as needed, especially in busy season (55-60 hours per week). Snodgrass is currently hybrid, which means that employees work at the direction of their team either in the office, at clients, or at home; a typical week is a blend of these locations and new employees generally have a minimum number of days in office for training purposes. Responsibilities of the Role May Include: Perform audit and assurance services, including the completion of audit, review and compilation workpapers and preparation of financial statements Maintain ongoing communication with firm management, keeping stakeholders apprised of fieldwork status Identify and communicate accounting and taxation matters to supervisors, managers and partners, as appropriate Accurately prepare a variety of reports for management's review, using established firm policies, procedures, and templates Maintain and develop existing relationships by providing exceptional client service Effectively work independently, as well as within a team, both in-person and in a remote environment Availability to travel to clients based on client assignments; out of town travel is less than 25% of the total travel Qualifications: Must have degree in accounting CPA or CPA Candidate 2-3 years' auditing experience Strong attention to detail and critical thinking Excellent verbal and written communication skills Highly organized and good time management skills with a focus on multi-tasking and prioritization Proficiency with CaseWare, DataSnipper, and/or IDEA is a plus We offer a well-rounded package to employees that focuses on our employees' wellbeing. We offer benefits related to your financial, physical, and mental health. Some of these benefits include competitive pay, half-day Fridays in the summer, paid vacation time and holidays, 401(k) plan with company matching, along with life insurance, short- and long-term disability insurance, and a financial wellness program at no cost to employees. We also offer social and philanthropic opportunities for employees. S.R. SNODGRASS DOES NOT DISCRIMINATE IN HIRING OR TERMS OR CONDITIONS OF EMPLOYMENT ON THE BASIS OF AGE, SEX, RACE, COLOR, CREED, ANCESTRY, RELIGION, PHYSICAL OR MENTAL DISABILITY, NATIONAL ORIGIN, CITIZENSHIP STATUS, VETERAN STATUS, MARITAL STATUS, SEXUAL ORIENTATION, GENDER IDENTITY, PREGNANCY, OR ANY NON-JOB OR NON-BUSINESS RELATED FACTORS OR ANY OTHER BASIS UPON WHICH DISCRIMINATION IS PROHIBITED BY THE MUNICIPAL, STATE, OR OTHER FEDERAL LAW.

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Responsibilities: Assist in project scoping and strategic planning Research and study the business for a given project, critically dissect the strategy, and develop insightful analysis Participate in client meetings (and potentially site visits) while interacting with top-level management to obtain pertinent information for financial analysis Design and develop data integration workflows to integrate data from disparate source systems into an integrated business intelligence environment Execute on a broad range of data and analytic techniques at the direction of practice managers and directors Propose techniques to apply based on experience and familiarity with the project data set, innovating new techniques when necessary Collaborate and work effectively with cross-functional RSM team members to develop and present project findings and assist in the preparation of client deliverables Required Qualifications: Minimum bachelor's degree in the field of accounting, business administration, economics, operations, mathematics, computer science, and/or information systems from an accredited university Possesses a balance of strong financial and business acumen and ability to explain technical data concepts and analytical techniques in the language of business (including communication of concepts used and challenges encountered) 3+ years experience working within a large public accounting or consulting firm Strong oral, written, and interpersonal communication skills At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $85,100 - $161,700 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Risk Consulting Senior Associate (Temporary) - Financial Services Risk & Controls Solutions About the Role RSM's Financial Services Risk Consulting Practice is seeking a Temporary Senior Associate to support our growing Financial Services Risk, Compliance, and Internal Audit team. In this role, you'll leverage your experience in audit, controls, and risk management to help clients identify and manage risk while gaining exposure to diverse financial institutions and projects. Key Responsibilities Support internal audit, risk, and control assessments for financial services clients. Perform risk assessments, control testing, and documentation of business processes. Draft work programs, test plans, narratives, and audit reports. Conduct management interviews and summarize risk findings. Review work of associates for accuracy and completeness. Assist with project management, including budgets and status reporting. Collaborate with client stakeholders and RSM engagement leaders to deliver high-quality results. Qualifications Bachelor's or Master's in Accounting, Finance, or related field. Minimum 2 years of experience in audit, internal audit, or controls testing. Experience in financial services (banking, capital markets, asset management, or lending). Strong communication, documentation, and time management skills. Proficiency with Excel, Word, PowerPoint; exposure to analytics tools (e.g., Alteryx, SQL, or Power BI) preferred. Pursuing or qualified for CPA, CIA, or similar certification preferred. Additional Details Temporary assignment with potential for extension. May require travel. Opportunity to work hybrid At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $52 - $78 per hour

This position requires a highly motivated and experienced Loan Servicing professional who will partner with our Insurance Servicing and Loan Administration departments. The individual will be responsible for performing various research functions for a variety of areas in Operations/Servicing. The individual will be responsible for having a high-level understanding of all functions within servicing and will assist with procedure reviews and implement more efficient processes. They will Interact with various stakeholders (borrowers, investor clients and loan officers). Inclusive of our clients, they will interact with Master Servicers, legal counsel, internal and functional area team members. Responsibilities in accordance with policies and procedures, industry standards, loan documents, and servicing agreements. This position is to serve as the central point of contact for procedural review, research and overall process improvements for the operations/servicing teams. They will address and respond to normal and customary questions and inquiries from clients. The position is in Lower Gwynedd, PA on a hybrid basis. Qualifications Bachelor's Degree from an accredited institution 1-3 years related work experience, preferably in mortgage banking or servicing Knowledge of Freddie Mac and Fannie Mae servicing platforms such as DMS, PRS, and MAMP is a plus A state issued insurance license is desirable, but not required Note: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. Essential Duties and Responsibilities Manage approximately 50-70 insurance claims from beginning to completion - working with borrowers, adjusters, insurance agents, Master Servicers, Lenders/Investors and other interested parties Manage the administration of Newmark's Lender-Placed & REO Insurance programs Conduct quality reviews of all insurance packages submitted by third-party vendors Read and interpret loan documents to determine requirements for Newmark portfolio of loans Work with all applicable functional business units to ensure compliance with loan document requirements and borrower requests on all servicing systems Support the Insurance Compliance Department with annual audit reviews from various stakeholders and investors Annual Procedure review (high level and process mapping) and coordination with team members for updates Identifying Process inefficiencies and offer alternative solutions to management System testing (as needed, including occasional weekends) Interaction and communication with other departments Interface with customers, vendors, and internal team members to resolve issues as appropriate Other duties as required based on need Core Competencies Ability to learn and understand multiple servicing processes quickly Follow established policies and procedures; update procedure documentation as requested Interpret and utilize policies and procedures, investor guides and loan documents Recognize, escalate and resolve risk issues related to day-to-day processes, as they arise Strong written and verbal communication skills Initiative in identifying, designing, and implementing process improvements in day-to-day duties Ability to problem solve and communicate with others at all levels - internally and externally Must display a high degree of initiative, task ownership and attention to detail Must be willing and able to research and resolve matters as new issues arise Ability to work productively and multitask under minimal supervision Possess excellent collaboration skills Ability to work in a time sensitive environment. Flexibility and ability to respond to rapidly changing priorities, work productively in a fast-paced, evolving work environment Highly developed computer skills, specifically using MS Excel, Word, Power Point, and AI applications Pro-active team player Strong interpersonal skills: ability to work in and support a team environment Ability to organize and prioritize projects, complete multiple tasks on schedule, and function as a committed team player Take ownership of their training development and growth

Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Consumer Credit Risk Sr. Associate is responsible for risk analysis and independent oversight of credit quality of assigned portfolios. They are responsible for all aspects of credit quality including compliance with requirements of regulators and internal control and will recommend opportunities and proposed resolutions for improved efficiency, effectiveness, and/or risk reduction for the department. * Ensures adherence to the policies and procedures established by the company. Manages policy, standard definition and monitoring of policy, standard implementation, ensuring harmonization and consistency of risk policies. * Monitors and manages risk/exposure and compliance with the company's policies. Identifies, manages and reports on the company's risk areas. * Evaluates the adequacy and effectiveness of data, document retention, and monitors systems. * Oversees and ensures consistent quality control, accuracy, and compliance with internal policies and regulatory requirements for reporting processes. * Ensures and executes ongoing maintenance of controls, mitigation plans, testing, and/o credit risk assessments. * Partners with the accountable business owner for effective 1st and 2nd line of defense Risk Management and Controls. * Provides oversights on risk-management content/processes What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Education: Bachelor's Degree or equivalent work experience. * Work Experience: 9+ years in Credit RIsk in the Banking or Financial Services Industry. * Advanced Proficiency with SQL, Python and Power BI required. * Advanced knowledge of the operational, accounting, credit, regulatory, market and technological risks within Financial Industry. * Demonstrated knowledge of credit policies and procedures, regulations and applicable law(s). * Demonstrated credit analysis skills for understanding/tracking counter party performance and market risk & modeling skills for evaluating trade positions and the related counter party risk exposures. * Demonstrated track record interacting with the regulators, external and internal audit. * Superior project management skills. * Excellent written and verbal communication. * Ability to interact with all levels of management, work independently and in a team environment. Certifications: * No Certifications listed for this job. It Would Be Nice For You To Have: * Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. * Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $101,250.00 USD Maximum: $185,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.

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 Senior Associate, Fiduciary to join our Wealth Management team. This role is located in Pittsburgh, PA In this role, you'll make an impact in the following ways: Administers and advises the Wealth Management team on the interpretation of key provisions and duties of BNY as trustee. Coordinates the strategic plan for managing and growing existing client relationships, with a focus on risk management. Must understand how to interpret governing trust documents particular to each relationship, and work with internal partners and external advisors. Will meet with clients, co-trustees and beneficiaries to ensure BNY is adhering to the highest fiduciary standards as trust advisor to multi-generational families. Will be expected to assess, identify and escalate/address risk-related issues. Orchestrate the varied administrative tasks through the support of the Wealth Management team. May assist a more senior staff on complex accounts to gain breadth/depth of knowledge. In some instances, this role may be focused on Estate settlements. Specific knowledge as to the settlement of estates and probates will be required. This role may be required to administer charitable accounts in which specific knowledge will be required pertaining to the policies and procedures of those accounts. Independently evaluates and pursues new business opportunities and client prospects, focusing on responsible business growth that is compliant, of acceptable risk and profitable. Serves in a consultative role to prospects, advising UHNW and HNW parties on the best way to achieve their short- and long- term strategic objectives through the firm's solutions. Pursues clients and centers of influence with complex strategic needs and responsible for generating new revenue by way of increased flows and future fees. Frequent and regular/scheduled interaction with clients, including in-person client meetings. Serves as clients' primary point of contact and are responsible for ensuring that all of BNY Wealth's resources are provided to clients in the Active Wealth framework. Subject matter expert on all fiduciary topics which impacts clients and have in-depth knowledge of BNY Wealth's fiduciary practices, policies and procedures. Client-focused work includes administration and planning projects as requested by the client, peer Fiduciary Specialists or Active Wealth strategic opportunities. Client activity may include the general administration of the processing of discretionary and non-discretionary request approvals, general account maintenance approvals, with regard to proxy and statement reporting, and other proprietary system maintenance associated with client records. Demonstrates a business development orientation and mindset and has annual self-sourced asset goals and are expected to leverage existing client and COI relationships by consistently and systematically asking for referrals from clients and COIs, in order to generate self-sourced asset inflows, both IM and banking, and future fee appointments. Work with teams on opportunities sourced by other functional team members. Expected to adhere to all policies, procedures and regulations. Responsible for achievement and support of organic growth of assets and revenue goals assigned to team and practice. To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 5+ years of experience in fiduciary administration, including fiduciary taxation, and have provided administrative support for client relationships. The qualified candidate must be self-motivated and possess very strong interpersonal communication and presentation skills, as well as excellent written and verbal communication skills as this position deals directly with key client families and legal and tax advisors. CTFA, CFP preferred. 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.

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, 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 SAR Investigator (Senior Associate, SAR Investigations) to join the Fraud Investigations Team (FIT) within Financial Crimes Legal Investigations. This role is located in Pittsburgh, PA or Lake Mary, FL - (Hybrid). In this role, you'll make an impact in the following ways: Investigate incidents involving Fraud and other related financial crimes, as required under the Bank Secrecy Act (BSA) and USA PATRIOT Act, focusing on fraudulent check and ACH activity, as well as suspicious money order activity. Recommend and draft Suspicious Activity Reports (SARs), to be filed by BNY with the Financial Crimes Enforcement Network (FinCEN), and document decisions not to file SARs. Conduct comprehensive research, create well-organized case files, and draft timely, well-written SARs and No SARs that follow FinCEN regulations and internal guidance. Demonstrate strong and consistent attention to detail, along with an ability to work efficiently and handle tight deadlines. Effectively communicate and collaborate with managers and fellow investigators. To be successful in this role, we're seeking the following: Bachelor's degree or equivalent combination of education and work experience required. Graduate Degree in Law, Business, or Intelligence Studies preferred. 3-5 years of total work experience preferred. Experience working for a financial institution on AML/KYC/anti-fraud related projects, ACAMS (Association of Certified Anti-Money Laundering Specialists) or ACFE (Association or Certified Fraud Examiners) credentials, and/or intelligence work in the private or public sector, is preferred. 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.

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 Senior Associate Control, Data Analytics to join our Wealth Management team. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: Learn and master BNY's enterprise AI platform (Eliza), including agent creation, customization, and deployment across BNY Wealth. Support the design, development, and maintenance and AI agents that streamline processes, improve employee and client experiences, and enhance internal efficiency. Collaborate with BNY Wealth team members to identify use cases for AI-driven solutions. Write, optimize, and maintain SQL queries to extract and manipulate data for reporting, analysis, and AI model development. Develop scripts and automation using Python to support data pipelines, model testing, and integration of AI solutions. Provide hands-on training and support to BNY Wealth team members on the effective use of the AI platform (Eliza), including step-by-step guidance on creating and managing agents. Document AI workflows, best practices, and training materials for non-technical employees. Stay current on emerging AI technologies and practices and proactively suggest ways to enhance Eliza's impact across BNY Wealth. Contribute to the achievement of team objectives and support a range of moderately complex projects and deliverables as needed or required by management, senior/executive leadership, internal business partners, and regulatory agencies. To be successful in this role, we're seeking the following: Bachelor's degree or equivalent combination of education and work experience required 3-5 years of total work experience preferred 1-3 years of experience working with SQL and Python in a professional or academic setting. Experience in the securities or financial services industry is preferred Excellent communication skills, with the ability to explain complex technical concepts to non-technical stakeholders. Familiarity with artificial intelligence concepts (machine learning, natural language processing, generative AI, etc.) and their application in business environments. No direct people leadership responsibilities 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.

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, 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 Sr. Associate, Financial Planning & Analysis to join our Finance team. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: Focused responsibilities on centralized reporting requirements for our Operations and Corporate Staff organizations Work on budget planning process and regular forecast updates. Perform analysis to support period close, analyses of performance such as forecasted expenses against actual results, and metrics and scorecard reporting. Research challenging financial situations while being able to provide variance commentary at both detail level and for executive summary consumption No direct reports, provides guidance to less experienced team members as needed. Primarily responsible for the accuracy and quality of own work. Work contributes to the achievement of team goals. To be successful in this role, we're seeking the following: Bachelor's degree in finance, accounting, or business or the equivalent combination of education and experience. 3-5 years of total work experience preferred 1-2 years of Financial Planning & Analysis experience Experience / involvement with annual budget planning process and regular forecast updates At BNY, our culture speaks for itself. Here's a few of our awards: America's Most Innovative Companies, Fortune, 2024 World's Most Admired Companies, Fortune 2024 Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024 Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023-2024 “Most Just Companies”, Just Capital and CNBC, 2024 Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024 Bloomberg's Gender Equality Index (GEI), 2023 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.

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, 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 Senior Associate, Client Enablement to join our Treasury Services, Enablement team. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: Member of a team responsible for advising clients or providing project management support for onboarding/transition/conversion/offboarding and testing. Following established check lists for the process; directs contact with client and their record keepers to build the appropriate client setup/structure/funding. Processes and reconciles test data - Including reviewing test results with client or record keeper. Identifying and reporting data issues. Advises and guides clients on appropriate solutions and shepherds through to resolution. Researches, develops and establishes methodologies, protocols and processes to facilitate or improve project management and/or the client onboarding/transition/conversion experience. Participates with team in activities that align with their functional objectives. Adheres to team standard operating procedures. Tracks and reports on results and outcomes for client implementations and projects. Understands team metrics and dashboards. Liaises with peer leaders on product, technology or client service teams to ensure appropriate integration of activities and required hand-offs. Resolves complex client onboarding/transition/conversion issues. To be successful in this role, we're seeking the following: Bachelors degree or the equivalent combination of education and experience is required. 3-5+ years of total work experience and at least 1+ year(s) of project management experience preferred. 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.

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 Senior Associate, Platform Planning & Analysis to join our Treasury Services team. This role is located in Pittsburgh, PA In this role, you'll make an impact in the following ways: Develop platform updates, executive-level presentations, talking points and various internal communications Coordinate with cross-organizational leaders to create weekly/monthly/quarterly management reports and business updates, distributed to executive leadership Design, manage and drive governance for platform-wide SharePoint site and intranet pages Assist in curating agendas, creating meeting materials and driving the execution for platform driven agile cadences on a quarterly and monthly basis. Support the calculation of Objectives and Key Results, utilizing enterprise tooling Use analytical skills to collect, process, and interpret data to solve problems, make decisions, and communicate effectively Build relationships across platforms and Lines of Business to support Product led initiatives Create and streamline tools, processes and procedures to drive global efficiencies To be successful in this role, we're seeking the following: Bachelors degree or the equivalent combination of education and experience is required. 3-5+ years of Financial Services and/or consulting experience strongly preferred Experience and demonstrated results in a global team environment Advanced PowerPoint, Excel and SharePoint skills Dynamic problem solver - consistently utilizes a solution driven mindset Exceptional project manager, who is detail oriented - understands the nuances that can impact overall outcomes, and has demonstrated success delivering projects on time and on budget Independent and creative thinker with a proven track record of delivering high-profile projects and initiatives, in a fast-paced and fluid environment Team player that requires minimal guidance and is driven to deliver business transformation working with multiple stakeholders Strong influencer and thoughtful communicator who can express complex ideas in simple, practical terms tailored to a specific audience Strong writer with excellent interpersonal skills with ability to interface with all levels of the organization Change agent with ability to build strong partnerships with key stakeholders, management and colleagues 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.

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 Senior Associate, Client Coverage to join our Treasury Services Client Executive Sales team. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: Oversees assigned client accounts, ensuring satisfaction, swift response to client needs, efficient problem resolution, contract and operational compliance, risk mitigation and KYC responsibilities. Consults with clients on best practices, solutions and regulatory changes to support client engagement. Assigned accounts are typically small and non-complex, often a single product. Incumbents are gaining experience in account management and mastering the basics of the discipline and the firms products/services. Incumbent may receive guidance from a more experienced Account Manager. Proactively consults small, non-complex client accounts, ensuring continued client satisfaction and listening for cues on client needs. Tracks and reports on client metrics. Acts as day-to-day point of contact for the client. Keeps abreast of client account activity occurring throughout the firm. Liaises with relevant operations contacts (internally and externally) to coordinate service to the client. Escalates relevant issues to senior team members or management. Assists with managing client inquiries and resolves problems within scope of knowledge. Gains understanding of the business environment of assigned clients, industry trends and competitor services/offerings. Responsibilities are limited to own client accounts. Focus is on smaller and/or less complex client accounts. May provide secondary support on a large or key account under the guidance of a more senior Account Manager. No direct reports. To be successful in this role, we're seeking the following: Bachelors degree or the equivalent combination of education and experience is required 3-5 years of total work experience preferred. Experience in Account Management or Client Service Delivery preferred. 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.

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, 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 Senior Associate to join or Corporate Actions Department. The role is located in Pittsburgh, PA (4 days in office per week). In this role, you'll make an impact in the following ways: Perform mandatory and voluntary corporate action-related custody and accounting processing requirements, such as dividend payments, reorganizations/proxy, bond redemptions, and more. Manage and control high levels of risk and liability inherent in various functions, including reconciliation activities, client reporting, and proration on transactions. Collaborate with organizational units and teams to ensure corporate action events are addressed appropriately and determine the impact of moderately complex events, disseminating information to investors and client accounts. Review cash reconciliations, security and suspense transaction reviews adhering to established quality control measures and procedures; research and respond to inquiries from internal business groups, depositories, agents, brokers, clients, Investment Managers, sub-custodians, and custodians. To be successful in this role, we're seeking the following: Bachelor's degree in a related discipline or the equivalent combination of education and experience. 5-7 years of total work experience preferred. Experience in financial services or corporate actions preferred. Applicable local/regional licenses or certifications as required by the business. Strong understanding of all corporate action procedures, corporate action events, and market practices. Ability to work on multiple systems to perform complex corporate action processing, including creating and scrubbing announcements, sending client instructions to third parties, and posting online cash and security transactions. No direct reports but may provide guidance to less experienced team members; may have people management responsibilities in some geographies. 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.

Data Transfer, Integration & Quality 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, 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 Senior Associate, Data Transfer, Integration & Quality to join our Data Operations Practice team. This role is in Pittsburgh, PA In this role, you'll make an impact in the following ways: Daily security pricing of mutual funds for a large client via an exception-based process. Oversight of pricing feeds and review/approval of exceptions. Addressing ad-hoc client reporting requirements as they arise Following procedures/executing controls to ensure compliance with internal and external auditing standards Strong attention to escalation of any pricing issues that break acceptable tolerance thresholds Communicating with stakeholders inside and outside the organization Managing small team of staff level direct reports To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience 3-4 years of experience preferred in financial services industry with Familiarity with various security types (Equity/Fixed Income/Derivatives) Strong attention to detail and ability to multitask Strong communicator and ability to work as part of a team Ability to prioritize effectively when handling issues that arise unexpectantly 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.

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, 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 Senior Associate to join our Financial Planning & Analysis team. This role is located in Pittsburgh. In this role, you'll make an impact in the following ways: Assists in the delivery of financial analytics and reporting to support Investments & Wealth business segment. Performs analyses to support end to end processes within Finance including the support for the period close, analyses of performance such as forecasted period revenue and expenses against actual results, and metrics and scorecard reporting. Assists in monitoring and reporting key financial metrics, including AUM/flows, fee income, expenses, organic growth, and margin. Collaborate with cross-functional teams to understand data needs and delivery; compiles and updates short term and long range forecasts gathering inputs and assumptions from multiple sources; analyze data trends, patterns and anomalies to ensure accuracy and integrity. Provides trend analysis on financial data and operating performance. Interprets and summarizes findings. Compiles financial information and conducts analysis for input into a variety of periodic financial reports. Primarily responsible for the accuracy and quality of own work. Work contributes to the achievement of team goals. Modified based upon local regulations/requirements. To be successful in this role, we're seeking the following: Bachelor's degree in finance, accounting, or business or the equivalent combination of education and experience. 3-5 years of total work experience preferred Experience in financial planning and analysis preferred. Require strong analytical and problem-solving abilities; attention to detail and ability to work with large datasets. Experience in MAQ and proficiency in data modelling/automation/visualization would be a plus (e.g., Excel VBA/Power Query/Power Pivot, Power BI, Tableau, Dataiku). 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.

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, 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 Senior Associate, Capital Adequacy to join our Finance team. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: Assists with research, data gathering, calculations, Quantitative Analytics and forecasting related to the execution of regulatory testing (CCAR, ICAAP, etc.) and risk planning for the firm's capital adequacy. Contributes to the determination of impacts of regulatory forecasts on income statements, balance sheets and capital actions in order to confirm quarterly minimums are met. Provides broad support to senior analysts while building knowledge of more advanced capital adequacy activities/concepts. With some direction, populates and runs models and stress tests for assigned regulatory reporting requirement(s) related to capital adequacy (e.g., CCAR, ICAAP, etc.). Documents inputs, assumptions and results. Reviews work with more experienced professionals for accuracy. Assists with research, data gathering and quarterly capital adequacy calculations for submission to regulators or as inputs into models/forecasts/stress tests. Checks calculations ensure compliance with rules set by the regulator(s) or internal Bank standards. Build relationships with peers in the businesses, Risk Management, Finance and Corporate Treasury to ensure efficient collection of data/model inputs. To be successful in this role, we're seeking the following: No direct reports Provides technical guidance to more junior team members, as needed. Contributes to the achievement of team objectives. 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.

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, 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 Senior Associate to join our Middle Office team. This role is located in Pittsburgh, PA, and is a hybrid position offering work flexibility. In this role, you'll make an impact in the following ways: Responsible for researching and analyzing transactions on behalf of assigned clients, including handling reconciliations and inquiries. Oversee processing, trend analysis, client engagement, TPG review (SLA), process improvement, incident management, and onshore recovery (processing). Manage relationships with assigned clients, ensuring all questions are answered and transaction issues are resolved. Communicate with internal stakeholders and clients to ensure needs are addressed and provide input to Unit Managers on client evaluation and team allocation. To be successful in this role, we're seeking the following: Bachelor's degree in finance or the equivalent combination of education and experience. 4-5 years of total relevant experience Proven ability to recruit, direct, motivate, and develop staff, maximizing their individual contribution and professional growth. Strong skills in managing team performance, setting priorities, and ensuring compliance with departmental policies and procedures. 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.

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 Senior Associate, Client Processing to join our Wealth Management Division. This role is located in Pittsburgh PA. In this role, you'll make an impact in the following ways: * Lead the end-to-end investment management reconciliation process-overseeing trade, position and cash reconciliations across multiple asset classes-and own the workflow management lifecycle from task assignment through SLA monitoring, exception tracking and timely escalation * Serve as Issue Resolution Lead: coordinate cross-functional stakeholders to drive root-cause analysis, clear breaks and exceptions, implement corrective action plans and continuous process improvements to strengthen controls and reduce recurrence. * Provide complex analytics and reporting services, working to improve and automate Client Processing systems * Manage moderate to complex external client issues and directly advise other organizational units/teams to ensure timely delivery of service or resolution of issues * Meet with organizational units/teams to ensure problems and issues are addressed appropriately and resolved in a timely manner * Participate in product development, product enhancement, and system testing to ensure products continue to accurately and efficiently process high value transactions To be successful in this role, we're seeking the following: * Bachelor's degree or the equivalent combination of education and experience * 5-7 years of total work experience preferred * Experience in brokerage processing preferred * Applicable local/regional licenses or certifications as required by the business 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.

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.7 trillion in assets under management as of December 31, 2024. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Morgan Stanley Private Equity Solutions (the Team), an investment team within MSIM, seeks to deliver innovative private markets solutions to a global client base across a variety of asset classes within private equity and related strategies. The Team is comprised of over 60 investment professionals based in suburban Philadelphia, New York, London, and Hong Kong and manages a global program across primary fund investing, co-investing, and secondaries in developed and emerging markets. The Team also has a strong and growing leadership position across impact-oriented strategies, including social impact, climate solutions, and racial & gender equity. Overall, the Team has invested over $27bn across over 1,200 opportunities, as of December 31, 2024. DESCRIPTION: The Team is seeking candidates, preferably with previous experience at investment banks, consulting firms, private equity firms, or private equity fund of funds for a Senior Associate position on our Private Equity Solutions team, focused on fund investments (primaries), direct investments (co-investing), and LP secondaries investments. Investment professionals at the Senior Associate level work closely with senior investment professionals on 4-5 person deal teams and are responsible for investment analysis, research, and investment process management. The private markets program spans asset classes from venture capital to leveraged buyouts and special situations. The position is available in suburban Philadelphia and travel is entailed on up to 40% of assignments. RESPONSIBILITIES: Manage investment sourcing, opportunity diligence and evaluation, and portfolio monitoring by reviewing inbound investment materials, meeting with private equity fund managers, and assessing performance of specific companies and funds Structure and lead research on a wide range of geographies, industries, companies, and macroeconomic trends Direct junior investment staff in the creation and execution of financial analyses in support of the investment process (e.g., comparable company valuation analyses, LBO models, investment return projections with sensitivity analyses, track record analyses) Lead strategic initiatives with cross-functional teams related to technology, data/systems, marketing, business development, sourcing, and business planning QUALIFICATIONS: An undergraduate degree from a leading university. MBA from a leading business school a plus 3-5 years of experience in private equity, investment banking, equity research, and/or management consulting. Primaries, co-investment, and/or secondaries experience is a plus Highly motivated self-starter with a team orientation Strong verbal and written communication skills Extensive quantitative modeling experience with an excellent understanding of financial concepts and valuation Exceptional project management and execution skills with an ability to meet challenging deadlines while maintaining a high degree of quality and accuracy A high level of intellectual curiosity in developing knowledge of private equity and capital markets WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).