Senior Trading Services Specialist (SMA/UMA Ops)

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

Benefits offered by this job

Highly competitive compensation package

Flexible benefit options

Paid leave

Paid volunteer time

Wellness programs

Job summary

BNY is seeking a Senior Associate in Trading Services located in Devon, Pennsylvania. The role involves analysis and order generation for managed solutions, reconciliation of SMA models, and error resolution.

The ideal candidate will have a Bachelor's degree and 3–5 years of experience in operational investment management. BNY offers competitive compensation and benefits including paid leave, wellness programs, and 401(k) participation for eligible employees.

Qualifications

• 3-5 years of experience strongly preferred.

Responsibilities

• Analysis and order generation of retail SMA accounts.
• Management and reconciliation of SMA manager models.
• Delivery and management of UMA data to manager sponsor relationships.
• Trade error analysis and resolution.

Skills

Operational investment management experience

Experience with Fiserv Security APL

Model delivery

SMA trading platforms

Education

Bachelor's degree or equivalent

Job description

BNY is seeking a Senior Associate in Trading Services located in Devon, Pennsylvania. The role involves analysis and order generation for managed solutions, reconciliation of SMA models, and error resolution.

The ideal candidate will have a Bachelor's degree and 3–5 years of experience in operational investment management. BNY offers competitive compensation and benefits including paid leave, wellness programs, and 401(k) participation for eligible employees.