Tax Overlay & Portfolio Optimization Analyst
SEI Investments
SEI seeks an Analyst, Tax Overlay & Portfolio Implementation to support the Managed Account Solutions team within the Investment Management Unit. You will manage daily rebalancing, trade generation, tax management, and account transitions to align with client mandates. The role requires a four-year degree in business/finance, at least two years in financial services, and strong Excel skills. A hybrid schedule includes three days in the Oaks, PA office. #J-18808-Ljbffr SEI
Vacancy posted 3 days ago
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