Senior Trading Services Specialist – SMA & UMA Solutions

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

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