Specialist, Client Processing II
On-siteBerwyn, Pennsylvania, United States
Job Summary
Analyze and generate orders for retail SMA accounts, including daily maintenance trading, cross-the-board order generation, and drift analysis. Manage and reconcile SMA manager models while delivering UMA data to manager sponsor relationships. Resolve trade errors and ensure data integrity across managed solutions platforms. This role requires a Bachelor's degree in Finance or Business, with three to five years of experience strongly preferred. Operational investment management experience and familiarity with Fiserv Security APL or SMA trading platforms are advantageous. Located in Berwyn, Pennsylvania, this position supports the Management Account Solutions team.
Required Qualifications
- Bachelor's degree Finance or Business or the equivalent combination of education and experience
Desired Qualifications
- 3 - 5 years of experience
- Operational investment management experience
- Experience working with Fiserv Security APL, model delivery and/or SMA trading platforms
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