Job Description

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.

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.