Specialist, Client Processing II

About the role

This role is located in Berwyn, Pennsylvania.

Responsibilities

• 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
• Trade error analysis and resolution

Requirements

• Bachelor's degree or the equivalent combination of education and experience is required
• 3 - 5 years of experience strongly preferred
• Operational investment management experience preferred
• Experience working with Fiserv Security APL, model delivery and/or SMA trading platforms preferred

Qualifications

Not specified

Skills

Not specified

Benefits

Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

Pay

The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience.

Schedule

Not specified