Specialist, Trading Services
Dexian DISYS · Berwyn, PA
$81k/yr (est.)Posted 5h agoAccounting & Finance
Position summary
Position Summary The Senior Specialist, Trading Services II supports the implementation of investment strategies across our client's managed account solutions through advanced trading, portfolio model administration, and exception management. This role independently executes complex trading activities across separately managed account (SMA) and unified managed account (UMA) programs, helping ensure portfolios remain aligned with investment manager models, client guidelines, and sponsor requirem…
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