Specialist, Client Processing II
HybridBerwyn, Pennsylvania, United States
Berwyn, Pennsylvania, United StatesHybridFull TimeSenior LevelBachelors DegreeFinancial ServicesEnterprise
Full TimeSenior LevelBachelors DegreeEnterpriseFinancial Services
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 accurate model performance. Requires a Bachelor's degree in Finance or Business with 3-5 years of experience, preferably in operational investment management and with exposure to Fiserv Security APL or SMA trading platforms. Located in Berwyn, Pennsylvania.
Required Qualifications
- Bachelor's degree in 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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