Portfolio Management Service Team reputed company
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 reputed company SEI that set a high bar of superior customer service and project management reputed company the US Private Banking Business. What you will do:
- Supporting reputed company suite of Portfolio Management Products
- Incorporating workflows, procedures and outputs that will serve as the reputed company 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 reputed company to the clients portfolio management needs reputed company need from you:
- Minimum of 5+ years’ experience in the Financial Industry
- Industry knowledge of portfolio management trading and workflows reputed company would like from you:
- Strong relationship management skills
- Strong technical proficiency and communication skills
- Strong time management skills
- Ability to work reputed company under pressure
- Ability to concurrently reputed company 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 reputed company Platform and Trust 3000
- reputed company Office Suite of products
- SQL or reputed company Manager SEI’s competitive advantage: To help you stay energized, reputed company and inspired, we offer a wide reputed company of benefits including comprehensive care for your physical and mental reputed company-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible reputed company Time Off (PTO) so you can relax, reputed company and be there for the people you care about. Benefits include reputed company (medical, dental, reputed company, prescription, wellness, EAP, FSA), life and disability insurance (premiums reputed company for reputed company coverage), 401(k) match, education assistance, commuter benefits, up to 11 reputed company holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, reputed company parental leave, back-up childcare arrangements, reputed company volunteer days, a discounted stock purchase plan, investment reputed company, reputed company to thriving employee networks and more. We are a technology and asset management company delivering on our reputed company of building reputed company reputed company (SM)—for our clients, our communities, and ourselves. Come build your reputed company reputed company 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 reputed company financial services and financial technology our offices encompass an reputed company 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 reputed company reputed company. At SEI, we’re (literally) invested in your reputed company. We offer our employees reputed company parental leave, back-up childcare arrangements, reputed company volunteer days, education assistance and reputed company to thriving employee networks. SEI is an equal opportunity employer and reputed company reputed company applicants will receive consideration for employment without reputed company to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, 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 reputed company intelligence (AI) tools into individuals’ personal and reputed company 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 reputed company-shifting solutions. We help our clients create and manage reputed company - 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, reputed company, innovation, collaboration and work-life balance - these values allow us to view trends reputed company, question, think reputed company, challenge convention and ultimately produce comprehensive solutions for big business challenges.
Responsibilities
- Supporting reputed company suite of Portfolio Management Products
- Incorporating workflows, procedures and outputs that will serve as the reputed company 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 reputed company to the clients portfolio management needs
Requirements
- Minimum of 5+ years’ experience in the Financial Industry
- Industry knowledge of portfolio management trading and workflows
reputed company-to-haves
- Strong relationship management skills
- Strong technical proficiency and communication skills
- Strong time management skills
- Ability to work reputed company under pressure
- Ability to concurrently reputed company 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 reputed company Platform and Trust 3000
- reputed company Office Suite of products
- SQL or reputed company Manager
Benefits
- comprehensive care for your physical and mental reputed company-being
- a strong retirement plan
- tuition reimbursement
- a hybrid working environment for most roles
- support for working parents
- flexible reputed company Time Off (PTO)
- reputed company (medical, dental, reputed company, prescription, wellness, EAP, FSA)
- life and disability insurance (premiums reputed company for reputed company coverage)
- 401(k) match
- education assistance
- commuter benefits
- up to 11 reputed company holidays/year
- 21 days PTO/year pro-rated for new hires which increases over time
- reputed company parental leave
- back-up childcare arrangements
- reputed company volunteer days
- a discounted stock purchase plan
- investment reputed company
- reputed company to thriving employee networks
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