Specialist, Client Processing II

Specialist, Client Processing 2 Trading Services

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:

· 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

To be successful in this role, we're seeking the following:

· Bachelor's degree Iin Finance or Business 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

 

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, 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.