Senior Separately Managed Accounts Trader at BNY Mellon / America Jobs

This job ad has been posted over 40 days ago...

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Senior Separately Managed Accounts Trader

at BNY Mellon in United States Of America

New York, NY, • Lake Mary, FL, United States

ID: 2110

Who we are looking for?
Authentic, innovative, and results-driven? Raise your hand if that sounds like you!

We’re looking for an amazing individual to join our growing team. Your ability to contribute fresh and diverse perspectives in a team-based environment will usher us into future and take us to the next level. BNY Mellon Investment Management Separately Managed Accounts team has been a growth engine and offers a fast-paced environment and dynamic culture where “client first” is paramount. We have a close-knit group that thrives in a team environment.

We provide advisory services to third party intermediary Sponsor firms offering a wide range of separately managed account strategies manufactured across our investment firms within BNY Mellon. We are looking for an experienced professional who is a self-starter and eager to learn and gain an in-depth knowledge of BNY Mellon Investment Management’s Separately Managed Accounts business. The ideal candidate will have a background in SMA/UMA, trading, brokerage, trade support, middle office operations or portfolio implementation, as well as, have an ability to connect various complex functions across the organization and with external partners.

Your role:
Model delivery and trade implementation of Separately Managed Accounts
Rebalance client accounts as needed following client directed flows
Trade execution consisting of foreign ordinaries, ADRs, and US securities.
Manage and coordinate trade instructions
Produce and review internal reports such as dispersion/drift, price valuations, cash reports, reconciliation, and client restrictions.
Liaise with various personnel from the specialist investment managers of BNY Mellon (e.g., portfolio management, operations, trading, client services, corporate actions)
Active participant in developing solutions to support new business and increased efficiencies
Interact with outsourced SMA service provider daily
Other duties as assigned

Your Expertise:
Bachelor’s degree or the equivalent combination of education and experience is required.
3+ years’ experience in the financial services industry preferred
Experience with Bloomberg, Charles River IMS, Archer IMS, Microsoft Excel preferred
Knowledge of managed accounts business and understanding of settlement/trading requirements a plus.
Ability to analyze problems and provide resolutions
Superior communication skills and detail oriented.
Ability to work independently as well as collaborate with a team.
No direct reports

Certification:
Applicable local/regional licenses or certifications as required by the business. Series 7 and 66 or equivalent, preferred. If not, willing to obtain.
Reference : Senior Separately Managed Accounts Trader jobs

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