Seic
Analyst, Tax Overlay & Portfolio Implementation
USA - PA - Oaks
Sponsorship not specifiedDetected 21 days ago
AccountingExcelResearchCommunicationCollaborationCFA
About the role
- The Managed Account Solutions (MAS) team is seeking an Analyst, Tax Overlay & Portfolio Implementation.
- MAS is distributed through the Independent Advisor Solutions, and Institutional market units.
- SEI is an Equal Opportunity Employer and so much more… After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions.
Responsibilities
- Implement new account opening/closing, invest/raise cash requests and asset allocation changes
- Perform tax transition analyses and report generation for client proposals
- Work with the middle office teams to implement client specific instructions for accounts
- Act as a liaison between the Managed Account Solutions team and other departments within the Firm (client support, back office operations, sales etc.)
- We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves.
- Come build your brave future at SEI.
- Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce.
Nice to have
- Four year undergraduate degree ideally in business/finance or related subject
- Minimum of 2 years of financial services experience
- Good communication and strong attention to detail
- Excellent interpersonal skills / team player
- Exceptional verbal and written communication skills
- Strong working knowledge of Excel, with experience using multiple Excel functions and macros
- Must be able to work with minimal supervision
- Must be in Oaks office three days per week
Benefits
- We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
Company info
- At SEI, we're (literally) invested in your success.
Equal opportunity
- SEI is an Equal Opportunity Employer and so much more…
This listing is sourced directly from Seic's careers page and normalized into a canonical job model.