Senior Specialist, Trading Services

# Senior Specialist, Trading Services Apply
** Job#: 3056175
***
* Job Description:

**** Senior Specialist, Trading Services
** As part of managed account solutions platform, the Senior Specialist, Trading Services supports the execution and administration of trading activities across separately managed account (SMA) and unified managed account (UMA) programs. This role is responsible for portfolio implementation, model management, trade oversight, and operational support activities that enable asset and wealth managers to efficiently deliver customized investment solutions to investors.

The successful candidate will collaborate with investment managers, sponsors, financial advisors, and internal business partners to drive trading accuracy, operational excellence, and a seamless client experience throughout the managed account lifecycle.
** Key Responsibilities
*** Support the execution and oversight of trading activities for SMA and UMA programs, including portfolio rebalancing, maintenance trading, drift analysis, and order generation.
* Manage and reconcile investment manager models to ensure accurate portfolio implementation and alignment with client investment strategies.
* Administer the delivery, maintenance, and validation of model data and related information to sponsors, investment managers, and business partners.
* Monitor trading workflows and account activity to ensure timely and accurate execution of portfolio management activities.
* Investigate and resolve trade exceptions, discrepancies, and operational issues while partnering with internal and external stakeholders to implement corrective actions.
* Analyze portfolio, account, and trading data to identify risks, trends, and opportunities for operational improvement.
* Collaborate with Operations, Technology, Client Service, and Relationship Management teams to support platform enhancements and process optimization initiatives.
* Support onboarding activities, account transitions, and ongoing servicing requirements associated with managed account programs.
* Contribute to initiatives focused on improving automation, scalability, operational controls, and the overall client experience.
* Serve as a subject matter resource for trading processes, model management activities, and managed account operations.
** Qualifications
* ** Bachelor's degree or equivalent combination of education and experience required.
* 3+ years of experience in trading services, investment operations, managed accounts, asset servicing, wealth management, or a related financial services environment.
* Experience supporting SMA, UMA, model management, portfolio implementation, rebalancing, or managed account trading activities preferred.
* Knowledge of investment products, portfolio management concepts, and trading operations within asset or wealth management environments.
* Experience with Fiserv Security APL, SMA trading platforms, model delivery systems, or similar investment technology solutions preferred.
* Strong analytical, problem-solving, and exception management skills with exceptional attention to detail.
* Excellent organizational and communication skills with the ability to collaborate across multiple stakeholder groups.
* Demonstrated commitment to operational excellence, risk management, client service, and continuous process improvement.  
* Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package.

Our commitment to excellence is reflected in many awards, including Clearly Rateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.
** Everforth Apex uses a virtual recruiter as part of the application process. Click  here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages.

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** Everforth Apex Benefits Overview:
Everforth Apex offers a range of supplemental benefits, including medical, dental, vision,…