Resolve time-critical trading, reporting and day to day trading activities
Training and Documentation of Procedures
Coordinating communication with external and internal partners to ensure consistent and efficient support for platform delivery and product development teams related to the clients portfolio management needs
What we need from you:
Minimum of 5+ years' experience in the Financial Industry
Industry knowledge of portfolio management trading and workflows
What we would like from you:
Strong relationship management skills
Strong technical proficiency and communication skills
Strong time management skills
Ability to work well under pressure
Ability to concurrently perform multiple tasks and prioritize appropriately
Ability to be flexible and adapt to role and organizational changes - Patience
Experience with the following is preferred, but not required:
Experience in Advent Moxy /Axys Products
Experience in SEI systems including PME, SEI Wealth Platform and Trust 3000 - Microsoft Office Suite of products
SQL or Enterprise Manager
SEI's competitive advantage:
We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at SEI.
SEI is an Equal Opportunity Employer and so much more...
AI Acceptable Use in the application and interview process:
Benefits
Health insuranceDental insuranceVision insurance401(k)Paid time offFlexible scheduleEquity / stock optionsParental leave
Additional Information
Private Banking is seeking an enthusiastic, self-motivated individual to join the Portfolio Management Services Team. The Portfolio Management Service Team is a highly-coveted group of quick-thinking, problem solving individuals within SEI that set a high bar of superior customer service and project management within the US Private Banking Business.
Seic · Usa, PA