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Dexian is seeking a Senior Specialist, Trading Services II to support the implementation of investment strategies across SMA and UMA programs. You will independently execute complex trading, maintain portfolio models, and manage exceptions with investment managers, sponsors, custodians, and internal partners. You will be responsible for accurate portfolio implementation, operating controls, and delivery of customized managed account solutions at scale while contributing to process improvements

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Level

Senior L5

Location

Berwyn, PA

Occupation

Securities, Commodities, and Financial Services Sales Agents

Industry

Portfolio Management and Investment Advice

Posted

10 days ago

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