
Hybrid Overlay Portfolio Implementation Specialist
SEI, Oaks, PA, United States
A leading asset management company in Oaks, Pennsylvania is seeking an Overlay Portfolio Implementation Analyst. Responsibilities include managing client account trades, tax facilitation, and ensuring compliance with investment strategies. Ideal candidates will have strong communication skills and at least 2 years in financial services. The position requires office presence three days a week and offers competitive benefits such as healthcare, PTO, and education assistance.
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