Analyst, Tax Overlay & Portfolio Implementation

Responsibilities

• As an Analyst, Tax Overlay & Portfolio Implementation you will be responsible for the daily management, rebalancing and trade generation of client accounts. Activities include:
• On a daily basis 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
• Facilitate tax management of accounts including harvesting gains/losses; policing wash sales, limiting de minimis trades and monitoring gains budgets
• Monitor client accounts to ensure they are continually aligned with their investment mandate and tracking error expectations
• Ensure trade recommendations are consistent across accounts based on established guidelines, security restrictions and social screens.
• Generate and export trades across accounts for execution
• Perform tax transition analyses and report generation for client proposals
• Participate in overlay management oversight meetings
• Work with the middle office teams to implement client specific instructions for accounts
• Act as a liaison between the Managed Account Solutions team and other departments within the Firm (client support, back office operations, sales etc.)
• Contributing to cross-functional projects focused on improving efficiency, scalability, and client experience
• Working on special projects as assigned by the team Manager, including research, process redesign, and technology-driven initiatives
• What we need from you:
• Four year undergraduate degree ideally in business/finance or related subject
• Minimum of 2 years of financial services experience
• Good communication and strong attention to detail
• Excellent interpersonal skills / team player
• Exceptional verbal and written communication skills
• Strong working knowledge of Excel, with experience using multiple Excel functions and macros
• Must be able to work with minimal supervision
• Must be in Oaks office three days per week
• What we would like from you:
• Ability and desire to work in a fast-paced, market-oriented environment, capable of working under pressing deadlines
• Detail orientated, able to spot potential issues, and ask questions to avoid errors
• A problem solver, able to logically work through problems and propose solutions as well as challenge and enhance current processes
• Interest in developing a career in the asset management business and pursuit of a MBA or CFA preferred
• Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://www.seic.com/
• 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...

Benefits

Additional Information

The Managed Account Solutions (MAS) team is seeking an Analyst, Tax Overlay & Portfolio Implementation. 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. MAS is distributed through the Independent Advisor Solutions, and Institutional market units.

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