BNY Mellon
BNY Mellon

Specialist, Client Processing II

RoleOperations
LevelMid Level
LocationBerwyn, United States
WorkOn-site
TypeFull-time
Posted1 month ago
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About the role

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 #Life AtBNY 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 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 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

Benefits and perks

Healthcare

Flexible Hours

Parental Leave

Learning Budget

401(k)

Equity

About BNY Mellon

Berwyn

Headquarters