Vista previa generada por IA
Senior Associate, Trading Services role in Berwyn, Pennsylvania focuses on SMA account management, order generation, and UMA data delivery.
Seeking experienced finance professional with 3-5 years of operational investment management expertise.
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 Finance or Business 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