Senior SMA Trading Services Specialist

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

Benefits offered by this job

Highly competitive compensation

Generous paid leaves

Wellbeing programs

Job summary

BNY is seeking a Senior Associate for Trading Services in Berwyn, Pennsylvania. This role involves analyzing retail SMA accounts, managing SMA manager models, and resolving trade errors. Candidates should possess a Bachelor’s degree and ideally 5-7 years of experience in investment management.

BNY emphasizes a strong culture of excellence with competitive compensation and comprehensive benefits. Join us to help redefine industries and uplift communities worldwide.

Qualifications

• 5-7 years of experience in trading services preferred.
• Experience managing SMA accounts and trading operations.

Responsibilities

• Analyze and generate orders for retail SMA accounts.
• Manage and reconcile SMA manager models.
• Deliver and manage UMA (Model Only) data.
• Conduct trade error analysis and resolution.

Skills

Operational investment management experience

Experience with Fiserv Security APL

SMA trading platforms experience

Analytical skills

Education

Bachelor’s degree or equivalent

Job description

BNY is seeking a Senior Associate for Trading Services in Berwyn, Pennsylvania. This role involves analyzing retail SMA accounts, managing SMA manager models, and resolving trade errors. Candidates should possess a Bachelor’s degree and ideally 5-7 years of experience in investment management.

BNY emphasizes a strong culture of excellence with competitive compensation and comprehensive benefits. Join us to help redefine industries and uplift communities worldwide.