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SMA Operations Specialist: Client & Trade Analysis
Job in
Devon, Chester County, Pennsylvania, 19333, USA
Listed on 2026-07-30
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Business Administration -
Business
Business Administration
Job Description & How to Apply Below
Jobtailor is seeking a qualified professional to support SMA accounts within Managed Solutions. The role emphasizes operational investment management, SMA platforms, and model/delivery tasks to strengthen client relationships.
Responsibilities include order generation, data delivery for UMA, model reconciliation, and resolving trade errors. A finance/business degree plus 3–5 years of relevant experience are preferred.
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