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22 Jun 2022

Full-Time Senior Separately Managed Accounts Trader

Mekhidae15 – Posted by Mekhidae15 Anywhere

Job Description

New York, NY, United States • 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


  • Applicable local/regional licenses or certifications as required by the business. Series 7 and 66 or equivalent, preferred. If not, willing to obtain.

How to Apply

Job Categories: LGBT. Job Types: Full-Time. Job Tags: trading.

Job expires in 79 days.

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