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Job Details

BNY Mellon logo
Asset Management

Senior Associate, Credit Advisory Document Support Team Lead

at BNY Mellon

ExperiencedNo visa sponsorship

Posted 17 days ago

No clicks

BNY Mellon is seeking a Senior Associate to lead the Credit Advisory Document Support team in Pittsburgh. The role involves supervising investment credit line loan documentation review and preparation, serving as the primary contact for internal and external legal counsel and stakeholders, and managing multiple client engagements. The lead will also drive documentation projects, provide training and on-the-job mentorship to documentation analysts and paralegals, and deliver management reporting and process improvements.

Compensation
Not specified

Currency: Not specified

City
Pittsburgh
Country
United States

Full Job Description

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, Credit Advisory Document Support Team Lead to join our team. This role is located in Pittsburgh, PA.

In this role, you’ll make an impact in the following ways:

  • Perform supervisory responsibilities including investment credit line loan documentation review and/or preparation.
  • Act as primary point of contact for internal and external legal counsel, Private Banking management, Risk Management, Compliance, internal and external Audit; frequently interact with senior lenders and client-facing staff.
  • Participate in or lead projects related to documentation, such as training non-staff members, consulting with internal legal counsel to update base documents to meet business line needs, and developing and implementing procedures.
  • Conduct management reporting using Microsoft Excel and other related functions.
  • Serve as subject matter expert (SME) for less experienced document custody support staff and provide on-the-job training to new Documentation Analysts and Paralegals.
  • Ensure quality and completion of own work, managing multiple clients simultaneously.

To be successful in this role, we’re seeking the following:

  • BS/BA degree and/or Paralegal certification.
  • 5-7 years of related industry experience.

At BNY, our culture speaks for itself, check out the latest BNY news at:

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. 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.

Job Details

BNY Mellon logo
Asset Management

17 days ago

clicks

Senior Associate, Credit Advisory Document Support Team Lead

at BNY Mellon

ExperiencedNo visa sponsorship

Not specified

Currency not set

City: Pittsburgh

Country: United States

BNY Mellon is seeking a Senior Associate to lead the Credit Advisory Document Support team in Pittsburgh. The role involves supervising investment credit line loan documentation review and preparation, serving as the primary contact for internal and external legal counsel and stakeholders, and managing multiple client engagements. The lead will also drive documentation projects, provide training and on-the-job mentorship to documentation analysts and paralegals, and deliver management reporting and process improvements.

Full Job Description

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, Credit Advisory Document Support Team Lead to join our team. This role is located in Pittsburgh, PA.

In this role, you’ll make an impact in the following ways:

  • Perform supervisory responsibilities including investment credit line loan documentation review and/or preparation.
  • Act as primary point of contact for internal and external legal counsel, Private Banking management, Risk Management, Compliance, internal and external Audit; frequently interact with senior lenders and client-facing staff.
  • Participate in or lead projects related to documentation, such as training non-staff members, consulting with internal legal counsel to update base documents to meet business line needs, and developing and implementing procedures.
  • Conduct management reporting using Microsoft Excel and other related functions.
  • Serve as subject matter expert (SME) for less experienced document custody support staff and provide on-the-job training to new Documentation Analysts and Paralegals.
  • Ensure quality and completion of own work, managing multiple clients simultaneously.

To be successful in this role, we’re seeking the following:

  • BS/BA degree and/or Paralegal certification.
  • 5-7 years of related industry experience.

At BNY, our culture speaks for itself, check out the latest BNY news at:

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. 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.