Investment Manager Services Division Trader

2 weeks ago

Oaks PA USA, United States SEI Full time
Job Title: Trading Specialist III, Separately Managed Accounts

The Investment Manager Services Division (IMS) at SEI is seeking a highly skilled Trading Specialist III to join our SMA Trading team. As a key member of our team, you will be responsible for creating and executing trades, providing exceptional service to clients, and working in a fast-paced environment to meet daily deadlines.

Key Responsibilities:

  • Rebalance accounts due to client activity
  • Update models and trade underlying accounts as directed by portfolio managers
  • Execute model deliveries
  • Review daily reports
  • Maintain communication with internal teams, clients, and their sponsor relationships
  • Create and execute trades using APL, Vestmark, CG Trade Connect, and other trading tools

Requirements:

  • BA/BS in Accounting, Finance, Economics, Mathematics, or equivalent experience
  • Minimum 8 years' experience in financial services, investment industry
  • Intermediate skills in Microsoft Excel
  • Knowledge of Fiserv APL preferred
  • Self-starter with the ability to multi-task
  • Strong written and verbal communication skills

What We Offer:

  • A competitive salary and benefits package
  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A comprehensive training program
  • A recognition and reward program

About SEI:

SEI is a leading global provider of investment processing, investment management, and investment operations solutions. We are committed to building brave futures for our clients, our communities, and ourselves. We offer a wide range of benefits, including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment, support for working parents, and flexible Paid Time Off (PTO).

Equal Opportunity Employer:

SEI is an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

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