Specialist, Client Processing II
About The Position
Specialist, Client Processing 2 Trading Services 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
Requirements
- Bachelor's degree or the equivalent combination of education and experience is required
- 3 - 5 years of experience strongly preferred
Nice To Haves
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
