Wait, What Do You Do?

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.