Specialist, Client Processing II

Senior Associate, Trading Services Location: Berwyn, Pennsylvania Responsibilities 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. Qualifications 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 Rewards BNY offers a highly competitive compensation package, flexible benefit options, and a supportive culture. Paid leave, paid volunteer time, and wellness programs are available. Employment is at‑will, and the company reserves the right to modify salary and benefits. Eligibility for an annual discretionary incentive award and participation in a 401(k), medical, dental, vision, and basic life insurance plans is included for eligible employees. BNY is an Equal Employment Opportunity/Affirmative Action Employer – incorporating underrepresented racial and ethnic groups, females, individuals with disabilities, and protected veterans. #J-18808-Ljbffr