Analyst, Tax Overlay & Portfolio Implementation

## Analyst, Tax Overlay & Portfolio Implementation Apply locations:
USA - PA - Oakstime type:
Full time posted on:
Posted 16 Days Agojob requisition :
R0037090

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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* What you will do:

** 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:
** The ideal candidate will possess an understanding of the investment advisory business including a base understanding of investment product types (e.g., managed accounts, ETFs, mutual funds) and investment advisor operations (i.e. portfolio accounting, portfolio rebalancing, corporate action processing, and trade settlements).
* 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.  
** SEI’s competitive advantage:
** To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition…