Senior Associate, Trading Services
BNY
Job Description Senior Associate, Trading Services – Archer team; based in Berwyn, PA. This role supports SMA retail accounts, trade administration and data management to provide high‑quality middle and back‑office services to investment manager partners. Responsibilities Analysis and order generation for retail SMA accounts, including daily maintenance trading, across-board order generation, and drift analysis. Management and periodic reconciliation of SMA manager models. Delivery and management of UMA (Model Only) data to sponsor relationships. Providing superb middle and back‑office services to partner investment managers. Contribute to maintenance and continuous improvement of firm policies and procedures. Assist the Trade Administration Manager on ad‑hoc projects as needed. Trade error analysis and resolution. Perform other functions as required. Actively engage with market data providers. Validate and reconcile data gaps using additional market data sources. Collaborate closely with internal teams to ensure account performance and applied corporate actions achieve desired outcomes. Qualifications Bachelor’s degree or equivalent combination of education and experience. 3‑5 years of relevant experience (strong preference for 3‑5 years). Operational investment management experience (preferred). Knowledge of investment management industry principles and practices (preferred). Experience with Fiserv Security APL, model delivery and/or SMA trading platforms (preferred). Ability to work under tight timelines, produce accurate results, and mitigate risks (preferred). Strong analytical, research, and problem‑solving skills with attention to detail. Excellent verbal and written communication skills. Detail‑oriented and highly motivated. Self‑starter with ability to work effectively in a team environment. Equal Employment Opportunity BNY is an Equal Employment Opportunity/Affirmative Action Employer – Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. #J-18808-Ljbffr BNY
- BNY is seeking a Senior Associate in Trading Services based in Berwyn, PA. This role supports SMA retail accounts and trade administration, providing high-quality middle and back-office services to investment manager partners. Responsibilities include analysis of retail...Senior
$60k - $75k
Responsibilities Assist with a book of business consisting of advisors and sponsors to ensure their servicing needs are met and assist with administration issues. Help manage client expectations to avoid any disconnects with process and timing standards. Collaborate...SeniorWork at office- Senior Associate, 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...SeniorWorldwideFlexible hours
- ...employees’ growth and success.As a leading global financial services company at the heart of the global financial system, we... ...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...SeniorWorldwideFlexible hours
- BNY is seeking a Senior Associate in Trading Services located in Devon, Pennsylvania. The role involves analysis and order generation for managed solutions, reconciliation of SMA models, and error resolution. The ideal candidate will have a Bachelor's degree and 3-5 years...Senior
- BNY is seeking a Senior Associate for Trading Services in Berwyn, Pennsylvania. This role involves analyzing retail SMA accounts, managing SMA manager models, and resolving trade errors. Candidates should possess a Bachelor’s degree and ideally 5-7 years of experience in...SeniorWorldwide
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$70k - $80k
...our top ARR clients & pooled plans and providing exceptional service to ensure client satisfaction and loyalty. Successful candidates... ...satisfaction issues. What Will You Be Doing? As a Senior Associate, Employer Services Account Manager, you will act as a strategic...SeniorWork at officeLocal areaRemote workVestwell
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$20.23 - $49.1 per hour
...LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the... ...firms.Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International...SeniorFull timeWork at officeLocal areaRemote workWorldwide- About the Role:Vanguard's Financial Advisor Services (FAS) division is building an AI-powered platform that guides seller decisions, automates... ...from pilot through broad rollout.Make scope and sequencing trade-offs under real constraints.Drive product adoption where usage...SeniorFull time
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- Xplora Search Group in King of Prussia, PA, is seeking a Senior Financial Analyst / Finance Manager to join the expanding FP&A team on... ..., and a clear path to influence a growing finance function within a PE-backed services firm. #J-18808-Ljbffr Xplora Search GroupSenior
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Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and... ...nearly 16 million people save for a better today and tomorrow.SENIOR ASSOCIATE GENERAL COUNSEL JOB DESCRIPTIONSection 1: Position SummaryThe...SeniorFull timeSecond jobRemote work- ...? Does financial data excite you? We're looking for a Senior Wealth Strategy Associate to: • assist financial advisors in client conversations... ...66 licenses • ideally 3+ years of experience in client service, within the finance sector • bachelor's or master`s degree...SeniorFlexible hours
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...support across the full landscape of wealth and well‑being. Our services include investment advisory, as well as integrated planning and... ...01(k) plan, parental leave, and more. We are looking for a Tax Senior to serve and anticipate all of our clients’ tax and family...SeniorInternshipWork at officeFlexible hoursPathStone
Newtown Square, PA4 days ago
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