BNY
From BNY's careers page
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Specialist, Client Processing 2 Trading Services We're seeking a future team member for the role of Senior Associate, Trading Services to join our Management Account Solutions team.
Specialist, Client Processing 2 Trading Services
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
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
Bachelor's degree Iin Finance or Business or the equivalent combination of education and experience is required
3 - 5 years of experience strongly preferred
Operational investment management experience preferred
Experience working with Fiserv Security APL, model delivery and/or SMA trading platforms preferred
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