Portfolio Management Service Team Professional
About the position
Private Banking is seeking an enthusiastic, self-motivated individual to join the Portfolio Management Services Team. The Portfolio Management Service Team is a highly-coveted group of quick-thinking, problem solving individuals within SEI that set a high bar of superior customer service and project management within the US Private Banking Business. What you will do: • Supporting client suite of Portfolio Management Products • Incorporating workflows, procedures and outputs that will serve as the base offering for our clients • Troubleshooting clients questions regarding portfolio management functionality • Resolve time-critical trading, reporting and day to day trading activities • Training and Documentation of Procedures • Coordinating communication with external and internal partners to ensure consistent and efficient support for platform delivery and product development teams related to the clients portfolio management needs What we need from you: • Minimum of 5+ years’ experience in the Financial Industry • Industry knowledge of portfolio management trading and workflows What we would like from you: • Strong relationship management skills • Strong technical proficiency and communication skills • Strong time management skills • Ability to work well under pressure • Ability to concurrently perform multiple tasks and prioritize appropriately • Ability to be flexible and adapt to role and organizational changes • Patience Experience with the following is preferred, but not required: • Experience in Advent Moxy /Axys Products • Experience in SEI systems including PME, SEI Wealth Platform and Trust 3000 • Microsoft Office Suite of products • SQL or Enterprise Manager 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. AI Acceptable Use in the application and interview process: SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines. We are a leader in the investment services industry, recognized for our history of innovation and paradigm-shifting solutions. We help our clients create and manage wealth - including banks, independent advisors, retirement plan sponsors, corporations, not-for-profit organizations, investment managers, hedge-fund managers, high-net-worth families, and more. We operate on principles of openness, integrity, innovation, collaboration and work-life balance - these values allow us to view trends clearly, question, think ahead, challenge convention and ultimately produce comprehensive solutions for big business challenges.
Responsibilities
• Supporting client suite of Portfolio Management Products
• Incorporating workflows, procedures and outputs that will serve as the base offering for our clients
• Troubleshooting clients questions regarding portfolio management functionality
• Resolve time-critical trading, reporting and day to day trading activities
• Training and Documentation of Procedures
• Coordinating communication with external and internal partners to ensure consistent and efficient support for platform delivery and product development teams related to the clients portfolio management needs
Requirements
• Minimum of 5+ years’ experience in the Financial Industry
• Industry knowledge of portfolio management trading and workflows
Nice-to-haves
• Strong relationship management skills
• Strong technical proficiency and communication skills
• Strong time management skills
• Ability to work well under pressure
• Ability to concurrently perform multiple tasks and prioritize appropriately
• Ability to be flexible and adapt to role and organizational changes
• Patience
• Experience in Advent Moxy /Axys Products
• Experience in SEI systems including PME, SEI Wealth Platform and Trust 3000
• Microsoft Office Suite of products
• SQL or Enterprise Manager
Benefits
• 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
• flexible Paid Time Off (PTO)
• 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
Apply tot his job
Apply To this Job
Private Banking is seeking an enthusiastic, self-motivated individual to join the Portfolio Management Services Team. The Portfolio Management Service Team is a highly-coveted group of quick-thinking, problem solving individuals within SEI that set a high bar of superior customer service and project management within the US Private Banking Business. What you will do: • Supporting client suite of Portfolio Management Products • Incorporating workflows, procedures and outputs that will serve as the base offering for our clients • Troubleshooting clients questions regarding portfolio management functionality • Resolve time-critical trading, reporting and day to day trading activities • Training and Documentation of Procedures • Coordinating communication with external and internal partners to ensure consistent and efficient support for platform delivery and product development teams related to the clients portfolio management needs What we need from you: • Minimum of 5+ years’ experience in the Financial Industry • Industry knowledge of portfolio management trading and workflows What we would like from you: • Strong relationship management skills • Strong technical proficiency and communication skills • Strong time management skills • Ability to work well under pressure • Ability to concurrently perform multiple tasks and prioritize appropriately • Ability to be flexible and adapt to role and organizational changes • Patience Experience with the following is preferred, but not required: • Experience in Advent Moxy /Axys Products • Experience in SEI systems including PME, SEI Wealth Platform and Trust 3000 • Microsoft Office Suite of products • SQL or Enterprise Manager 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. AI Acceptable Use in the application and interview process: SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines. We are a leader in the investment services industry, recognized for our history of innovation and paradigm-shifting solutions. We help our clients create and manage wealth - including banks, independent advisors, retirement plan sponsors, corporations, not-for-profit organizations, investment managers, hedge-fund managers, high-net-worth families, and more. We operate on principles of openness, integrity, innovation, collaboration and work-life balance - these values allow us to view trends clearly, question, think ahead, challenge convention and ultimately produce comprehensive solutions for big business challenges.
Responsibilities
• Supporting client suite of Portfolio Management Products
• Incorporating workflows, procedures and outputs that will serve as the base offering for our clients
• Troubleshooting clients questions regarding portfolio management functionality
• Resolve time-critical trading, reporting and day to day trading activities
• Training and Documentation of Procedures
• Coordinating communication with external and internal partners to ensure consistent and efficient support for platform delivery and product development teams related to the clients portfolio management needs
Requirements
• Minimum of 5+ years’ experience in the Financial Industry
• Industry knowledge of portfolio management trading and workflows
Nice-to-haves
• Strong relationship management skills
• Strong technical proficiency and communication skills
• Strong time management skills
• Ability to work well under pressure
• Ability to concurrently perform multiple tasks and prioritize appropriately
• Ability to be flexible and adapt to role and organizational changes
• Patience
• Experience in Advent Moxy /Axys Products
• Experience in SEI systems including PME, SEI Wealth Platform and Trust 3000
• Microsoft Office Suite of products
• SQL or Enterprise Manager
Benefits
• 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
• flexible Paid Time Off (PTO)
• 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
Apply tot his job
Apply To this Job