Sei Investments Company
Portfolio Management Service Team Professional
Oaks, Pennsylvania, United States of America
Sponsorship not specifiedDetected 91 days ago
Project ManagementCustomer SupportCommunicationProblem SolvingMicrosoft Office
About the role
- Private Banking is seeking an enthusiastic, self-motivated individual to join the Portfolio Management Services Team.
- The Portfolio Management Service Team is a highly-coveted group of quick-thinking, problem solving individuals within SEI that set a high bar of superior customer service and project management within the US Private Banking Business.
- 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
- Coordinating communication with external and internal partners to ensure consistent and efficient support for platform delivery and product development teams related to the clients portfolio management needs What we need from you:
- Ability to concurrently perform multiple tasks and prioritize appropriately
- Coordinating communication with external and internal partners to ensure consistent and efficient support for platform delivery and product development teams related to the clients portfolio management needs
- 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.
- At SEI, we're committed to fostering an inclusive workplace where everyone has the same opportunities to grow, develop, and succeed.
Requirements
- Minimum of 5+ years' experience in the Financial Industry
- Industry knowledge of portfolio management trading and workflows
- Strong technical proficiency and communication skills
- Ability to work well under pressure
Nice to have
- Experience in Advent Moxy /Axys Products
- Experience in SEI systems including PME, SEI Wealth Platform and Trust 3000
- Microsoft Office Suite of products
Benefits
- We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
- Ability to be flexible and adapt to role and organizational changes
Company info
- At SEI, we're (literally) invested in your success.
- We are global provider of technology, operations, and asset management services for the financial services industry.
Equal opportunity
- 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.
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This listing is sourced directly from Sei Investments Company's careers page and normalized into a canonical job model.