Senior Trading Services Specialist: SMA/UMA Implementation
dexianBerwyn, PA
Senior Trading Services Specialist: SMA/UMA Implementation
dexianBerwyn, PASenior L5
Securities, Commodities, and Financial Services Sales AgentsBrokerage ClerksInvestment Fund Managers
Portfolio Management and Investment AdviceInvestment Banking and Securities IntermediationMiscellaneous Financial Investment Activities
APPLY NOW (opens in a new tab)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