Senior Specialist, Trading Services
BNY, Berwyn, PA, United States
Senior Associate, Trading Services
At BNY, our culture allows us to run our company better and enables employees' growth and success. We influence nearly 20% of the world's investible assets. Our teams harness cutting‑edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions.
BNY is a leading global financial services company. We are seeking a future team member to join the Management Account Solutions team.
Location
Berwyn, Pennsylvania
Responsibilities
Analysis and order generation of retail SMA accounts for Managed Solutions SMA clients, including daily maintenance trading, across‑the‑board order generation, and drift analysis
Management and periodic reconciliation of SMA manager models
Delivery and management of UMA (Model Only) data to manager sponsor relationships
Trade error analysis and resolution
Qualifications
Bachelor's degree or the equivalent combination of education and experience is required
3–5 years of experience strongly preferred
Operational investment management experience preferred
Experience working with Fiserv Security APL, model delivery and/or SMA trading platforms preferred
Compensation
Base salary offered may vary depending on market location, job‑related knowledge, skills, and experience. Base salary is part of the total rewards package, which may include eligibility for an annual discretionary incentive award.
EEO Statement
BNY is an Equal Employment Opportunity/Affirmative Action Employer – Underrepresented racial and ethnic groups / Females / Individuals with Disabilities / Protected Veterans.
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At BNY, our culture allows us to run our company better and enables employees' growth and success. We influence nearly 20% of the world's investible assets. Our teams harness cutting‑edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions.
BNY is a leading global financial services company. We are seeking a future team member to join the Management Account Solutions team.
Location
Berwyn, Pennsylvania
Responsibilities
Analysis and order generation of retail SMA accounts for Managed Solutions SMA clients, including daily maintenance trading, across‑the‑board order generation, and drift analysis
Management and periodic reconciliation of SMA manager models
Delivery and management of UMA (Model Only) data to manager sponsor relationships
Trade error analysis and resolution
Qualifications
Bachelor's degree or the equivalent combination of education and experience is required
3–5 years of experience strongly preferred
Operational investment management experience preferred
Experience working with Fiserv Security APL, model delivery and/or SMA trading platforms preferred
Compensation
Base salary offered may vary depending on market location, job‑related knowledge, skills, and experience. Base salary is part of the total rewards package, which may include eligibility for an annual discretionary incentive award.
EEO Statement
BNY is an Equal Employment Opportunity/Affirmative Action Employer – Underrepresented racial and ethnic groups / Females / Individuals with Disabilities / Protected Veterans.
#J-18808-Ljbffr