Senior Specialist, Trading Services

BNY MellonBerwyn, PA

About The Position

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge Al and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. 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 In this role, you'll make an impact in the following ways:

Requirements

  • Bachelor's degree 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

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

Benefits

  • BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.
  • We provide access to flexible global resources and tools for your life's journey.
  • Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
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