Hybrid Tax Overlay & Portfolio Implementation Analyst

SEI Corporation; Pennsylvania; Hybrid; USD 75,000 - 110,000; Full time

Benefits offered by this job

Hybrid working environment

Tuition reimbursement

Paid time off (PTO)

401(k) match

Paid parental leave

Job summary

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.

Qualifications

• Four year undergraduate degree ideally in business/finance or related subject.
• Minimum of 2 years of financial services experience.
• Excellent verbal and written communication skills.
• Strong working knowledge of Excel, including macros.

Responsibilities

• Identify accounts for daily rebalancing and trade generation.
• Implement new account openings/closures, cash requests, and asset allocation changes.
• Facilitate tax management including harvesting gains/losses and wash sale monitoring.
• Monitor accounts to ensure alignment with investment mandates and tracking error expectations.
• Generate and export trades for execution and assist with tax transition analyses.

Skills

Advanced Excel

Attention to detail

Communication skills

Team player

Minimal supervision

Education

Bachelor's degree in business/finance

Tools

Excel

Job description

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.