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
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
Bachelor's degree Finance or Business or the equivalent combination of education and experience is required
Experience working with Fiserv Security APL, model delivery and/or SMA trading platforms preferred
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