What are the responsibilities and job description for the Specialist, Trading Services position at eofe/CX_1001?
ABOUT BNY MELLON
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of March 31, 2021, BNY Mellon had $41.7 trillion in assets under custody and/or administration, and $2.2 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.
Description:
- Provides in-depth expertise and guidance on trading services to institutional clients, money managers, advisors and internal trading desks regarding trade execution, handling complex transactions and situations.
- May progress into trading role.
- Proactively monitors client orders, order rejects and risk checks.
- Fields client inquiries and troubleshoot complex arising from exception processing and errors in trading systems.
- Manages trading data across risk, performance and other reporting systems.
- Develops data organization procedures and maintains data integrity as it relates to trade execution and commission management during the trade cycle.
- Develops procedures and criteria to streamline and optimize processes through workflow design and technology.
- Works with Trading partners on requirements of new processes and assessment of trade execution quality.
- Provides clients and junior Trade Service associates with expertise of all product offerings, vendor requirements.
- Required to troubleshoot/resolve trading execution issues.
- Has broad knowledge of compliance, control policies and trading standards.
- Counsels junior staff on exceptional situations.
- Proactively communicates with traders, analysts and other functional groups. Serves as a resource for information dissemination.
- Provides traders with pre- and post-executional support.
- No direct reports.
- Provide guidance to less experienced analysts.
- Considered SME for most work performed in the area.
- Contributes to the achievement of team goals and objectives.
Qualifications:
- Bachelors degree or the equivalent combination of education and experience is required
- 5-7 years of total work experience preferred.
- Experience in financial investments preferred.
- BlackRock Aladdin and Bloomberg experience highly preferred.
Applicable local/regional licenses or certifications as required by the business.. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. 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.