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 required
• Ideally you will have advanced excel skills with the ability to manipulate data
• Knowledge of managedaccounts business and understanding of settlement/trading requirements a plus.
• No direct reports
• Ability to analyze problems and provide resolutions
• Superior communication skills and detail oriented.
• Ability to work independently as well as collaborate with a team.

Certification:

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

What is in it for you?

Like everything in life, balance is key. At BNY Mellon Investment Management we have the tools to support you including a comprehensive compensation/benefits package, competitive health plans, generous paid time off and a strong retirement package. BNY Mellon Investment Management provides a flexible and progressive work environment. Roles can be hybrid in nature (office + WFH) depending on needs of the employee and the business. Our commitment to career growth and mobility is at the core of our people-oriented culture, as evidenced by our tenured staff. We welcome the opportunity to speak with you! Additionally, you can work with some great people!

Who we are?

BNY Mellon is passionate about Powering the Financial World. Businesses, communities, and global economies rely on us because we prioritize client experience, collaboration, innovation, and resilience. As the "bank of banks," our unique perspective, informed by one of the largest datasets in the world, powers the financial industry. At BNY Mellon, we understand the best way to succeed at anything is to Consider Everything.

We know it's not enough to say we're relentlessly client-focused-so we prove it every day, through adaptability, ingenuity, and technology. It's how we can proactively respond to environmental, social and governance developments, all while providing peerless client experiences.

Join us in our endeavour to provide world class client-focused service.

As a result of COVID-19, many of our associates are continuing to work in a hybrid schedule that offers work flexibly in a way that balances both personal and business needs with time onsite and offsite.

BNY Mellon is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

BNY Mellon will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.

Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $73,100 and $115,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.