Senior Specialist, Trading Services

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

Senior Associate, Trading Services

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.

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
• 5‑7 years of experience strongly preferred
• Operational investment management experience preferred
• Experience working with Fiserv Security APL, model delivery and/or SMA trading platforms preferred

Benefits

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 to support 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.

BNY is an Equal Employment Opportunity/Affirmative Action Employer – Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.