Portfolio Overlay & Tax Strategy Analyst
041 SEI Investments Management Corporation
SEI Investments Management Corporation in Oaks, PA, seeks an Analyst for Tax Overlay & Portfolio Implementation to support the Managed Account Solutions (MAS) team. You will identify rebalancing opportunities and trade generation, implement account changes, and assist in tax management to optimize client portfolios. Daily responsibilities include coordinating with middle office, ensuring adherence to guidelines, and contributing to efficiency initiatives. #J-18808-Ljbffr 041 SEI Investments Management Corporation
Vacancy posted 2 days ago
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