Senior Specialist, Trading Services

BNY Mellon • Berwyn, PA

11d • Onsite

About The Position

The Senior Specialist, Trading Services, will join the Trading Services team supporting the Management Account Solutions team. The role manages retail separately managed account (SMA) trading activities, including daily maintenance trading, order generation, drift analysis, and trade error resolution. It also involves reconciling SMA manager models and delivering unified managed account (UMA) model data to manager sponsor relationships. The position is located in Berwyn, Pennsylvania.

Requirements

• Bachelor's degree or an equivalent combination of education and experience.
• 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.

Nice To Haves

• 5–7 years of experience.
• Operational investment management experience.
• Experience working with Fiserv Security APL, model delivery, and/or SMA trading platforms.

Responsibilities

• Analyze and generate orders for retail SMA accounts for Managed Solutions SMA clients, including daily maintenance trading, across-the-board order generation, and drift analysis.
• Manage and periodically reconcile SMA manager models.
• Deliver and manage UMA (Model Only) data for manager sponsor relationships.
• Analyze and resolve trade errors.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior