Senior Specialist, Trading Services

Apex Systems; Pennsylvania; Sur place; USD 33 000 - 41 000; Plein temps

Résumé du poste

Everforth Apex in Berwyn, PA seeks a Senior Specialist, Trading Services to support execution and oversight of SMA and UMA trading programs. You will implement portfolios, manage models, monitor trades, and provide operational support across the managed account lifecycle.

Collaborate with investment managers, sponsors, financial advisors, and partners to ensure accurate trading, robust controls, and a seamless client experience. A Bachelor’s degree and 3+ years in trading operations are required.

Qualifications

• Bachelor's degree or equivalent combination of education and experience required.
• 3+ years of experience in trading services, investment operations, or related field.
• Experience with SMA/UMA, model management, and portfolio trading preferred.
• Knowledge of investment products and trading operations in asset/wealth management.
• Strong analytical, problem-solving, and exception management skills with attention to detail.
• Excellent organizational and communication skills across stakeholder groups.

Responsabilités

• Support execution and oversight of trading activities for SMA and UMA programs.
• Manage and reconcile investment manager models for accurate portfolio implementation.
• Administer delivery, maintenance, and validation of model data for sponsors and managers.
• Monitor trading workflows and account activity for timely, accurate execution.
• Investigate and resolve trade exceptions and operational issues with stakeholders.
• Collaborate with Operations, Technology, Client Service, and Relationship Management teams for enhancements.

Connaissances

Trading operations

Model management

Portfolio implementation

Rebalancing

Data analysis

Communication

Formation

Bachelor's degree or equivalent

Outils

Fiserv Security APL

SMA trading platforms

Model delivery systems

Description du poste

# Senior Specialist, Trading ServicesApply**Job#: 3056175****Job Description:****Senior Specialist, Trading Services**As part of managed account solutions platform, the Senior Specialist, Trading Services supports the execution and administration of trading activities across separately managed account (SMA) and unified managed account (UMA) programs. This role is responsible for portfolio implementation, model management, trade oversight, and operational support activities that enable asset and wealth managers to efficiently deliver customized investment solutions to investors. The successful candidate will collaborate with investment managers, sponsors, financial advisors, and internal business partners to drive trading accuracy, operational excellence, and a seamless client experience throughout the managed account lifecycle.**Key Responsibilities*** Support the execution and oversight of trading activities for SMA and UMA programs, including portfolio rebalancing, maintenance trading, drift analysis, and order generation.* Manage and reconcile investment manager models to ensure accurate portfolio implementation and alignment with client investment strategies.* Administer the delivery, maintenance, and validation of model data and related information to sponsors, investment managers, and business partners.* Monitor trading workflows and account activity to ensure timely and accurate execution of portfolio management activities.* Investigate and resolve trade exceptions, discrepancies, and operational issues while partnering with internal and external stakeholders to implement corrective actions.* Analyze portfolio, account, and trading data to identify risks, trends, and opportunities for operational improvement.* Collaborate with Operations, Technology, Client Service, and Relationship Management teams to support platform enhancements and process optimization initiatives.* Support onboarding activities, account transitions, and ongoing servicing requirements associated with managed account programs.* Contribute to initiatives focused on improving automation, scalability, operational controls, and the overall client experience.* Serve as a subject matter resource for trading processes, model management activities, and managed account operations.**Qualifications*** Bachelor's degree or equivalent combination of education and experience required.* 3+ years of experience in trading services, investment operations, managed accounts, asset servicing, wealth management, or a related financial services environment.* Experience supporting SMA, UMA, model management, portfolio implementation, rebalancing, or managed account trading activities preferred.* Knowledge of investment products, portfolio management concepts, and trading operations within asset or wealth management environments.* Experience with Fiserv Security APL, SMA trading platforms, model delivery systems, or similar investment technology solutions preferred.* Strong analytical, problem-solving, and exception management skills with exceptional attention to detail.* Excellent organizational and communication skills with the ability to collaborate across multiple stakeholder groups.* Demonstrated commitment to operational excellence, risk management, client service, and continuous process improvement. *Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.**Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policy**Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.**Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.**If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [e-mail] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.**UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.***Employee Type:** Contract**Location:** Berwyn, PA, US**Job Type:****Date Posted:** October 16, 2026**Pay Range:** $24 - $30 per hour