About this role
Analyst, Tax Overlay & Portfolio Implementation at Seic. Location: Oaks, Pennsylvania, United States. Role: managing accounts, generating trades, performing analysis Requirements: Bachelor's degree preferred in business/finance, minimum 2 years financial services experience, strong Excel (functions & macros), understanding of investment products and portfolio operations, strong communication and attention to detail. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Excel Certifications: cfa Commitment: Full Time Workplace: Hybrid Languages: English