Senior Specialist, Trading Services
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 AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, 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 Archer team. This role is located in Berwyn, PA.
Requirements
- Bachelor’s degree or the equivalent combination of education and experience is required.
- Strong analytical, research, and problem-solving skills as well as attention to detail.
- Excellent verbal and written communication skills.
- Detail-oriented and highly motivated.
- Self-starter, ability to work effectively in a team environment.
Nice To Haves
- 3-5 years of experience strongly preferred.
- Operational investment management experience preferred.
- Knowledge of the principles and practices within the investment management industry preferred.
- Experience working with Fiserv Security APL, model delivery and/or SMA trading platforms preferred.
- Experience working under tight timelines, producing accurate results, and mitigating risks preferred.
Responsibilities
- Analysis and Order Generation of retail SMA accounts for Archer 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’s sponsor relationships.
- Providing superb middle and back-office services to our partner investment managers.
- Contribute to the maintenance and continuous improvement of the firm’s policies and procedures.
- Assist Trade Administration Manager on ad-hoc projects as needed.
- Trade error analysis and resolution.
- Performing other functions as required.
- Actively engage with market data providers.
- Validate and reconcile data gaps utilizing additional market data sources.
- Working smart together and closely with internal teams to ensure account performance and applied corporate actions have desired transactional outcomes.
Benefits
- Highly competitive compensation, benefits, and wellbeing programs.
- Access to flexible global resources and tools.
- Generous paid leaves, including paid volunteer time.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
