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
- 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
$60k - $75k
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- 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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...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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BeCore Acquisition LLC
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UBS
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