Entry Level Trading Service role - Pipeline

at  BNY Mellon

Berwyn, Pennsylvania, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate28 Apr, 2025Not Specified28 Jan, 2025N/AGood communication skillsNoNo
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Description:

Overview
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We welcome you to apply! When applying to this general posting, our expert BNY Talent Acquisition Team may also review your resume for consideration across other open roles within the company.
We’re seeking future Trading Service team member (at various Associate levels) to join the Archer team. This role is located in Berwyn, PA- Hybrid work schedule.

EMPLOYER DESCRIPTION:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world’s financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It’s the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

Responsibilities:

IN THIS ROLE, YOU’LL MAKE AN IMPACT IN THE FOLLOWING WAYS:

Analysis and Order Generation of retail SMA accounts for Archer 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’s sponsor relationships.
Providing superb middle and back-office services to our partner investment managers
Contribute to the maintenance and continuous improvement of the firm’s policies and procedures
Assist Trade Administration Manager on ad-hoc projects as needed.
Trade error analysis and resolution.
Performing other functions as required
Actively engage with market data providers
Validate and reconcile data gaps utilizing additional market data sources
Working smart together and closely with internal teams to ensure account performance and applied corporate actions have desired transactional outcomes

TO BE SUCCESSFUL IN THIS ROLE, WE’RE SEEKING THE FOLLOWING:

Bachelors degree or the equivalent combination of education and experience is required
Operational investment management experience preferred
Knowledge of the principles and practices within the investment management industry preferred
Experience working with Fiserv Security APL, model delivery and/or SMA trading platforms preferred
Experience working under tight timelines, producing accurate results, and mitigating risks preferred
Strong analytical, research, and problem-solving skills as well as attention to detail
Excellent verbal and written communication skills
Detail-oriented and highly motivated
Self-starter, ability to work effectively in a team environment.

At BNY, our culture speaks for itself. Here’s a few of our awards:

  • America’s Most Innovative Companies, Fortune, 2024
  • World’s Most Admired Companies, Fortune 2024
  • Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024 · Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
  • “Most Just Companies”, Just Capital and CNBC, 2024
  • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
  • Bloomberg’s Gender Equality Index (GEI), 2023


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Proficient

1

Berwyn, PA, USA