Senior Specialist, Trading Services

BNY Mellon • Berwyn, PA

11d • $59,000 - $160,000

About The Position

BNY is seeking a Senior Specialist, Trading Services to join its Management Account Solutions team in Berwyn, Pennsylvania. The role supports the team by managing 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 and managing unified managed account (UMA) model data for manager sponsor relationships.

Requirements

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

Nice To Haves

• 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.

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 to manager sponsor relationships.
• Analyze and resolve trade errors.

Benefits

• Competitive compensation and benefits, including wellbeing programs.
• Flexible global resources and tools.
• Paid leaves, including paid volunteer time.
• Eligible employees may enroll in a 401(k) plan.
• Eligible employees may participate in company-sponsored medical, dental, vision, and basic life insurance plans for themselves and eligible dependents.
• Eligible employees may receive other paid time off benefits, such as vacation and sick time.
• Eligible employees may be eligible for an annual discretionary incentive award.

What This Job Offers

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