Specialist, Client Processing II

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 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