Hybrid Tax Overlay & Portfolio Implementation Analyst
Listed on 2026-09-18
-
Finance & Banking
Financial Analyst, Accounting & Finance -
Business
Financial Analyst
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.
Our organisation is growing, and we are hiring a Hybrid Tax Overlay & Portfolio Implementation Analyst in PA, United States.
The position is based in PA, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 75..
We aim to respond to suitable candidates as soon as possible.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).