reqspace
Start free trial →
1
181 SEI Global Services

Analyst, Tax Overlay & Portfolio Implementation

USA - PA - Oaksonsitemid

Posted 5 days ago · via Workday

See if I'm a fit →Tailor my resume for this role →Apply on Workday ↗

About this role

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. 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.…

Read the full description on 181 SEI Global Services's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: teams

2

Level fit

This role is mid-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in USA - PA - Oaks. We weight your proximity and willingness to relocate.

Score yourself on this role.
Free · no card · written explanation included
See if I'm a fit →

Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

teams

More at 181 SEI Global Services

See all open jobs at 181 SEI Global Services →