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Hybrid Tax Overlay & Portfolio Implementation Analyst
Job in
Allentown, Lehigh County, Pennsylvania, 18103, USA
Listed on 2026-08-06
Listing for:
SEI Corporation
Full Time
position Listed on 2026-08-06
Job specializations:
-
Finance & Banking
Financial Analyst -
Business
Financial Analyst
Job Description & How to Apply Below
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.
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