Hybrid Tax Overlay & Portfolio Implementation Analyst
SEI Corporation
SEI Corporation in Oaks, PA seeks an Analyst, Tax Overlay & Portfolio Implementation to manage daily rebalance and trade generation for client accounts, implement new account openings, cash requests, and asset allocation changes. The ideal candidate has a 4-year degree in business or finance, at least 2 years in financial services, strong Excel skills (macros a plus), and the ability to work with minimal supervision in a hybrid office environment three days per week. #J-18808-Ljbffr SEI Corporation
Vacancy posted 1 day ago
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