What are the responsibilities and job description for the Specialist I, SMA Trading position at SEI?
The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our SMA Trading team. Responsibilities include creating and executing trades and providing high quality of service to clients. This position requires attention to detail and the ability to work in a fast pace environment and meet daily deadlines. Experience in the investment industry and Fiserv APL system knowledge is required.
What you will do:
You will rebalancing accounts due to client activity
You will updating models and trading underlying accounts as directed by portfolio managers
You will execute model deliveries
You will review daily reports
You will maintain communication with internal teams, clients and their sponsor relationships
You will create and execute trades using APL, Vestmark, CG Trade Connect and other trading tools
We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. You will have the opportunity to partner with a diverse team and grow your career.
What we need from you:
BA / BS in Accounting, Finance, Economics, Mathematics, or equivalent experience.
2 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
The self-motivation, organization and drive to complete multiple client deliverables in a timely manner without sacrificing excellence or quality.
Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls.
What we would like from you:
A drive to broaden one's knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments.
Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy.
Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.
Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment.
Curiosity, critical thinking and attention to detail: Whether it's to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business.
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://www.seic.com/
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 reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.
We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at SEI.
SEI is an Equal Opportunity Employer and so much more...
After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
SEI is an equal opportunity 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.
SEI is an Equal Opportunity / Affirmative Action Employer.
