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Senior Client Operations Analyst
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The Bank of New York Mellon Corporation
Berwyn, PA (In Person)
Full-Time
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Job Description
Senior Client Operations Analyst
At BNY, our culture allows us to run our company better and enables you to grow and succeed. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators and champions of inclusion, BNY is w bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
The ideal candidate will have a FINRA Series 7 license, managed account trading experience, strong Excel skills, and a collaborative mindset. This position can be based in Lake Mary, FL or Berwyn, PA and 4 days onsite.
Recognized as a top destination for innovators and champions of inclusion, BNY is w bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
Job Summary:
This opportunity supports a Managed Account Trade Administration team that provides outsourced trading solutions for broker-dealer clients. The role is responsible for processing and supporting trading activities across managed account products while ensuring accuracy, quality control, and exceptional client service.The ideal candidate will have a FINRA Series 7 license, managed account trading experience, strong Excel skills, and a collaborative mindset. This position can be based in Lake Mary, FL or Berwyn, PA and 4 days onsite.
Key Responsibilities:
Trade Administration:
Process daily trading activities including new accounts, contributions, withdrawals, model changes, and tax harvesting requests on behalf of broker-dealer clients.Client Support & Reconciliation:
Provide daily support to internal and external clients through phone and email communication, transaction processing, trade comparison, account reconciliation, and error resolution.Risk Management & Problem Solving:
Investigate and troubleshoot trading issues, perform error analysis, and identify opportunities for process improvements and risk reduction.Quality Control:
Review trade blocks, validate orders, support trading events, and ensure trades are processed accurately in accordance with established guidelines.Qualifications:
- FINRA Series 7 License required (Series 24 also acceptable).
- 1-3 years of Managed Account Trade Administration experience.
- Strong Microsoft Excel skills, including filtering, data analysis, and functions such as VLOOKUPs.
- Demonstrated attention to detail, problem-solving abilities, and willingness to learn in a fast-paced environment.
- Bachelor's degree and/or equivalent combination of education and work experience.
Preferred Experience:
- InvestCloud APL experience.
- Portfolio accounting system experience.
- Experience supporting managed accounts, UMA platforms, mutual fund wrap accounts, or fixed income products.