Senior Specialist, Trading Services

Senior Specialist, Trading Services

We're seeking a future team member for the role of Senior Specialist, Trading Services to join our Trading services team. Trading Services will support the Management Account Solutions team by managing retail SMA account trading activities, including daily maintenance trading, order generation, drift analysis, and trade error resolution. This role also involves reconciling SMA manager models and delivering UMA model data to manager sponsor relationships.

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

· 5 - 7 years of experience preferred

· Operational investment management experience preferred

· Experience working with Fiserv Security APL, model delivery and/or SMA trading platforms preferred