Trade Services - IC3
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. May be responsible for pricing and negotiating the cross border trading of Depositary Receipts with counterparties.
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.
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. 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.
Primary Location: United States-Florida-Lake Mary Internal Jobcode: 70639 Job: Trading Organization: Pershing Domestic-HR06431 Requisition Number: 1914913
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