Overlay Portfolio Implementation Analyst - Upper Providence Township

Only for registered members Upper Providence Township, United States

1 week ago

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Job summary

The Managed Account Solutions team is seeking an Overlay Portfolio Implementation Analyst. The MAS team within the Investment Management Unit is responsible for the development,
support and distribution of investment products and services used to support SEI's multi-manager managed account program.

Responsibilities

  • Daily management rebalancing trade generation of client accounts
  • New account opening closing invest raise cash requests asset allocation changes tax management harvesting gains losses policing wash sales limiting de minimis trades monitoring gains budgets ensure trade recommendations consistent across accounts based on established guidelines security restrictions social screens generate export trades across accounts execution perform tax transition analyses report generation client proposals participate in overlay management oversight meetings work with middle office teams implement client specific instructions for accounts act as liaison between Managed Account Solutions team other departments Firm client support back office operations sales etc contributing cross functional projects focused improving efficiency scalability client experience working special projects assigned by team Manager including research process redesign technology driven initiatives

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