Senior Specialist, Trading Services

BNY Mellon; Berwyn (PA); On-site; USD 85,000 - 115,000; Full time

Job summary

BNY Mellon in Berwyn, PA is seeking a Senior Associate, Trading Services to join the Management Account Solutions team. You will perform analysis and order generation for retail SMA accounts, manage SMA models, and oversee UMA data delivery to manager sponsor relationships.

The role emphasizes trade error resolution and collaboration with investment teams. Candidates typically have a bachelor's degree and several years of investment management experience, with familiarity of SMA trading

Qualifications

• Bachelor's degree or equivalent required.
• 5–7 years of experience preferred.
• Operational investment management experience preferred.
• Experience with Fiserv Security APL or SMA trading platforms preferred.

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

Skills

SMA trading

Trading analysis

Operational investment mgmt

Education

Bachelor's degree

Tools

Fiserv Security APL

Model delivery systems

SMA platforms

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 Al and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, 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, Trading Services to join our Management Account Solutions team. This role is located in Berwyn, Pennsylvania

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

• 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

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

• 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