Senior Associate, Trading Services - SMA Trade Ops & Data

BNY; Berwyn (PA); On-site; USD 70,000 - 90,000; Full time

Job summary

BNY is seeking a Senior Associate in Trading Services based in Berwyn, PA. This role supports SMA retail accounts and trade administration, providing high-quality middle and back-office services to investment manager partners. Responsibilities include analysis of retail SMA accounts, management of SMA manager models, and collaboration with internal teams to enhance account performance. Preferred candidates will have 3-5 years of investment management experience, knowledge of investment principles, and strong analytical and communication skills.

Qualifications

• 3-5 years of relevant experience, with a strong preference for 3-5 years.
• Operational investment management experience is preferred.
• Knowledge of investment management industry principles and practices is preferred.

Responsibilities

• Analysis and order generation for retail SMA accounts.
• Management and periodic reconciliation of SMA manager models.
• Deliver and manage UMA data to sponsor relationships.

Skills

Analytical skills

Communication skills

Problem-solving skills

Teamwork

Education

Bachelor’s degree or equivalent

Tools

Fiserv Security APL

SMA trading platforms

Job description

BNY is seeking a Senior Associate in Trading Services based in Berwyn, PA. This role supports SMA retail accounts and trade administration, providing high-quality middle and back-office services to investment manager partners. Responsibilities include analysis of retail SMA accounts, management of SMA manager models, and collaboration with internal teams to enhance account performance. Preferred candidates will have 3-5 years of investment management experience, knowledge of investment principles, and strong analytical and communication skills.