Hybrid Tax Overlay & Portfolio Implementation Analyst
Listed on 2026-09-30
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Finance & Banking
Financial Analyst, Accounting & Finance, Financial Reporting -
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.
We invite applications for the Hybrid Tax Overlay & Portfolio Implementation Analyst position located in PA, United States.
The advertised compensation is 75..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Hybrid Tax Overlay & Portfolio Implementation Analyst role in the description above.
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