SEI · 16 hours ago
Specialist I, SMA Trading
Oaks, PA
Full-time
Hybrid
Entry Level
2+ years expSEI is a technology and asset management company that is expanding its Investment Manager Services Division. They are seeking a Specialist I for their SMA Trading team, responsible for creating and executing trades while providing high-quality service to clients.
ConsultingFinancial ServicesFunding PlatformInformation TechnologyVenture Capital
Responsibilities
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
Qualification
Required
BA / BS in Accounting, Finance, Economics, Mathematics, or equivalent experience
2 years' experience in financial services, investment industry
Intermediate skills in Microsoft Excel
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
Preferred
Knowledge of Fiserv APL preferred
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
Benefits
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
Company
SEI
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry.
1001-5000 employees
H1B Sponsorship
SEI has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (78)
2024 (28)
2023 (45)
2022 (70)
2021 (22)
2020 (39)
Funding
Current Stage
Public CompanyTotal Funding
unknown1981-04-03IPO
Leadership Team
Alfred West, Jr.
Founder & Chief Executive Officer
Ryan Hicke
Chief Executive Officer
Recent News
The Motley Fool
2026-01-19
2026-01-09
Company data provided by crunchbase