Overlay Portfolio Implementation Analyst - USA - PA - Oaks

Only for registered members USA - PA - Oaks, United States

1 week ago

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Job summary

The Managed Account Solutions (MAS) team within the Investment Management Unit at SEI is seeking an Overlay Portfolio Implementation Analyst to manage daily client accounts including rebalancing and trade generation.

Responsibilities

  • Identify client accounts for rebalancing and trade generation from manager model changes, drift, tracking error.
  • Implement new account opening/closing, invest/raise cash requests and asset allocation changes.

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