Senior Trading Services Specialist

BNY; Berwyn (PA); On-site; USD 90,000 - 120,000; Full time

Job summary

BNY Mellon in Berwyn, PA is seeking a Senior Specialist, Trading Services to support the Trading Services team. The role focuses on managing retail SMA account trading activities, including daily maintenance trading, order generation, drift analysis, and trade error resolution.

You will also reconcile SMA manager models and deliver UMA model data to sponsor relationships. The ideal candidate has a bachelor's degree and 5–7 years of operational investment management experience, with familiarity

Qualifications

• Bachelor's degree or the equivalent combination of education and experience is required.
• 5 - 7 years of experience preferred.
• Operational investment management experience preferred.
• Experience working with Fiserv Security APL, model delivery and/or SMA trading platforms preferred.

Responsibilities

• Analyze and generate orders for retail SMA accounts and perform daily maintenance trading.
• Manage and reconcile SMA manager models.
• Deliver UMA model data to sponsor relationships.
• Perform trade error analysis and resolution.

Skills

SMA trading experience

Data analysis

Model delivery

Education

Bachelor's degree or equivalent

Tools

Fiserv Security APL

UMA data delivery

Job description

BNY Mellon in Berwyn, PA is seeking a Senior Specialist, Trading Services to support the Trading Services team. The role focuses on managing retail SMA account trading activities, including daily maintenance trading, order generation, drift analysis, and trade error resolution.

You will also reconcile SMA manager models and deliver UMA model data to sponsor relationships. The ideal candidate has a bachelor's degree and 5–7 years of operational investment management experience, with familiarity