CrawlJobs Logo

Overlay Portfolio Implementation Analyst

seic.com Logo

SEI Investments

Location Icon

Location:
United States Of America , Oaks, Pennsylvania

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided

Job Description:

The Managed Account Solutions (MAS) team is seeking an Overlay Portfolio Implementation Analyst. The MAS team within the Investment Management Unit is responsible for the development, support, and distribution of investment products and services used to support SEI’s multi-manager managed account program. MAS is distributed through the Independent Advisor Solutions, and Institutional market units.

Job Responsibility:

  • On a daily basis identify client accounts for rebalancing and trade generation from manager model changes, drift, tracking error
  • Implement new account opening/closing, invest/raise cash requests and asset allocation changes
  • Facilitate tax management of accounts including harvesting gains/losses
  • policing wash sales, limiting de minimis trades and monitoring gains budgets
  • Monitor client accounts to ensure they are continually aligned with their investment mandate and tracking error expectations
  • Ensure trade recommendations are consistent across accounts based on established guidelines, security restrictions and social screens
  • Generate and export trades across accounts for execution
  • Perform tax transition analyses and report generation for client proposals
  • Participate in overlay management oversight meetings
  • Work with the middle office teams to implement client specific instructions for accounts
  • Act as a liaison between the Managed Account Solutions team and other departments within the Firm (client support, back office operations, sales etc.)
  • Contributing to cross-functional projects focused on improving efficiency, scalability, and client experience
  • Working on special projects as assigned by the team Manager, including research, process redesign, and technology-driven initiatives

Requirements:

  • Four year undergraduate degree ideally in business/finance or related subjects
  • Minimum of 2 years of financial services experience
  • Good communication and strong attention to detail
  • Excellent interpersonal skills / team player
  • Exceptional verbal and written communication skills
  • Strong working knowledge of Excel, with experience using multiple Excel functions and macros
  • Must be able to work with minimal supervision
  • Must be in Oaks office three days per week

Nice to have:

  • Ability and desire to work in a fast-paced, market-oriented environment, capable of working under pressing deadlines
  • Detail orientated, able to spot potential issues, and ask questions to avoid errors
  • A problem solver, able to logically work through problems and propose solutions as well as challenge and enhance current processes
  • Interest in developing a career in the asset management business and pursuit of a MBA or CFA preferred
  • Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun
What we offer:
  • 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

Additional Information:

Job Posted:
February 17, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Overlay Portfolio Implementation Analyst

Portfolio Credit Risk Management 2nd Line of Defense Lead Analyst

Portfolio Management Group (PMG) is risk management group covering Citi’s Bankin...
Location
Location
Poland , Warsaw
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years of experience in the financial industry, with significant exposure in developing analytical methodologies and modeling frameworks for credit risk measurement, regulatory capital and/or stress testing
  • 3+ years of prior experience in a model development or model risk management function primarily working on PD and risk rating models and methodologies
  • Knowledge of coding in R, Python, or SAS, as well as writing and/or reviewing technical documentation
  • Comprehensive understanding of quantitative and qualitative methodologies and regulatory requirements used in credit risk modeling, particularly for the capital, stress testing and reserves calculations
  • Demonstrated knowledge across various wholesale credit portfolios and products, including an understanding of financial instruments and market dynamics
  • Ability to assess complex issues through root cause analysis and other analytical techniques
  • Strong oral and written communication skills, with a proven ability to synthesize complex concepts, translate into "user friendly" language, and present effectively and persuasively in text or slide format
  • Strong analytical skills with ability to identify and communicate root causes and trends
  • Proficient in Microsoft Office, particularly Excel (metrics and data analysis), PowerPoint (presentations), and Word (documentation)
  • Ability to manage multiple priorities and tasks, highly motivated with attention to detail, team-oriented, organized, pro-active, and capable of executing effectively across businesses, functions, and geographies
Job Responsibility
Job Responsibility
  • Support risk rating model oversight activities and prepare Governance Forum reviews, including prioritization of model changes, development, and assessment of model limitations and overlays
  • Provide independent review of annual and multi-year model enhancement plans to formulate holistic opinion on these developments to aid Senior Management decisions and meet Model Users expectations
  • Build sustainable, repeatable, and automated analytics supporting centralized model and risk rating related governance, including benchmarking and independent performance analysis of risk rating and PD models
  • Perform advanced ad hoc analytics and root cause analyses to respond to regulatory and business questions and provide insights, leveraging the best market practices and knowledge on risk ratings, PD modelling and related concepts
  • Support business and independent risk analysis to provide portfolio insights, define requirements, navigating technical model and risk rating policy and process related terms and documentation
  • Partner with and support the Model Sponsors, Model Developers, Model Users in 1st and 2nd line of business and Governance Forum activities concerning Wholesale Risk Ratings models and methodologies
  • Liaise with Model Developers to implement model methodology, such as inputs and outputs, along with qualitative components and model adjustments to ensure alignment with portfolio-specific nuances and expectations
  • Collaborate closely with other functions, such as product development and technology to ensure seamless integration and execution of model and risk rating oversight and implementation activities
What we offer
What we offer
  • Private Medical Care Program
  • Life Insurance Program
  • Pension Plan contribution (PPE Program)
  • Employee Assistance Program
  • Paid Parental Leave Program (maternity and paternity leave)
  • Sport Card
  • Holidays Allowance
  • Sport and team recreation activities
  • Special offers and discounts for employees
  • Access to an array of learning and development resources
  • Fulltime
Read More
Arrow Right

Portfolio Credit Risk Lead Analyst

Are you looking for a career move that will put you at the heart of a global fin...
Location
Location
Ireland , Dublin
Salary
Salary:
85600.00 - 128400.00 EUR / Year
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years of experience in the financial industry, with significant exposure in developing analytical methodologies and modelling frameworks for of wholesale credit risk measurement, regulatory capital and/or stress testing
  • 3+ years of prior experience in a model development or model risk management function primarily working on PD and risk rating models and methodologies
  • Knowledge of coding in R, Python, or SAS, as well as writing and/or reviewing technical documentation
  • Comprehensive understanding of quantitative and qualitative methodologies and regulatory requirements used in credit risk modelling, particularly for the capital, stress testing and reserves calculations
  • Demonstrated knowledge across various wholesale credit portfolios and products, including an understanding of financial instruments and market dynamics
  • Ability to assess complex issues through root cause analysis and other analytical techniques
  • Strong oral and written communication skills, with a proven ability to synthesize complex concepts, translate into "user friendly" language, and present effectively and persuasively in text or slide format
  • Strong analytical skills with ability to identify and communicate root causes and trends
  • Proficient in Microsoft Office, particularly Excel (metrics and data analysis), PowerPoint (presentations), and Word (documentation)
  • Ability to manage multiple priorities and tasks, highly motivated with attention to detail, team-oriented, organized, pro-active, and capable of executing effectively across businesses, functions, and geographies
Job Responsibility
Job Responsibility
  • Support risk rating model oversight activities and prepare Governance Forum reviews, including prioritization of model changes, development, and assessment of model limitations and overlays
  • Provide independent review of annual and multi-year model enhancement plans to formulate wholistic opinion on these developments to aid Senior Management decisions and meet Model Users expectations
  • Build sustainable, repeatable, and automated analytics supporting centralized model and risk rating related governance, including benchmarking and independent performance analysis of risk rating and PD models
  • Perform advanced ad hoc analytics and root cause analyses to respond to regulatory and business questions and provide insights, leveraging the best market practices and knowledge on risk ratings, PD modelling and related concepts
  • Support business and independent risk analysis to provide portfolio insights, define requirements, navigating technical model and risk rating policy and process related terms and documentation
  • Partner with and support the Model Sponsors, Model Developers, Model Users in 1st and 2nd line of business and Governance Forum activities concerning Wholesale Risk Ratings models and methodologies
  • Liaise with Model Developers to implement model methodology, such as inputs and outputs, along with qualitative components and model adjustments to ensure alignment with portfolio-specific nuances and expectations
  • Collaborate closely with other functions, such as product development and technology to ensure seamless integration and execution of model and risk rating oversight and implementation activities
What we offer
What we offer
  • Competitive base salary (which is annually reviewed)
  • Additional benefits that support you (and your family) to be well, live well and save well
  • Business casual workplace
  • Hybrid working model (up to 2 days working at home per week)
  • Fulltime
Read More
Arrow Right
New

Patient Service Coordinator-outpatient Radiology

UCSD Department of Radiology is one of the most innovative and productive academ...
Location
Location
United States , San Diego
Salary
Salary:
57399.00 - 71347.00 USD / Year
ucsd.edu Logo
UC San Diego
Expiration Date
April 13, 2026
Flip Icon
Requirements
Requirements
  • Graduation from high school and three (3) years of related/relevant experience or an equivalent combination of education and experience
  • Commitment to get BART within six (6) months of hire date
  • Demonstrated knowledge of health information and medical terminology. An emphasis in Radiology is preferred
  • Demonstrated experience in insurance authorization (Medi-Cal, TAR, Medicare, HMO)
  • Demonstrated experience working in a clinic front/desk reception area with multiple phone lines and a large volume of incoming calls
  • Demonstrated experience working in a clinical setting dealing with patients and related personnel
  • Demonstrated experience using patient scheduling systems, information retrieval, and data entry. Knowledge of medical records management
  • Proficiency in the use of database management and word processing software in a MS Office environment. Demonstrated skills in Word, Excel, PowerPoint, internet, and email
  • Demonstrated ability to maintain confidentiality and patient privacy
  • Excellent interpersonal and communication skills, including tact, diplomacy and flexibility, dealing with diverse personalities and situations. Demonstrated experience to provide excellent customer service
Job Responsibility
Job Responsibility
  • Schedules exams and procedures, processes paperwork, verifies and obtains authorizations for all outpatient exams, assists staff and patients, provides directions, and answers a multi-line phone system
  • Provides patient care and clerical support to Technologists, transport patients as needed and assist in ordering and maintaining supplies
  • Performs other related functions as required
  • Parttime
!
Read More
Arrow Right
New

Senior Associate, Data Science

Data is at the center of everything we do. As a startup, we disrupted the credit...
Location
Location
United States , McLean; Richmond
Salary
Salary:
123300.00 - 154800.00 USD / Year
capitalone.com Logo
Capital One
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Currently has, or is in the process of obtaining one of the following with an expectation that the required degree will be obtained on or before the scheduled start date: A Bachelor's Degree in a quantitative field (Statistics, Economics, Operations Research, Analytics, Mathematics, Computer Science, or a related quantitative field) plus 2 years of experience performing data analytics
  • A Master's Degree in a quantitative field (Statistics, Economics, Operations Research, Analytics, Mathematics, Computer Science, or a related quantitative field) or an MBA with a quantitative concentration
Job Responsibility
Job Responsibility
  • Partner with a cross-functional team of data scientists, software engineers, and product managers to identify and quantify risks associated with models
  • Leverage a broad stack of technologies — Python, Conda, AWS, Spark, and more — to reveal the insights hidden within data
  • Build statistical/machine learning models to challenge “champion models” that are deployed in production today
  • Contribute to the model governance of the next generation of machine learning models
  • Flex your interpersonal skills to present how model risks could impact the business to executives
What we offer
What we offer
  • comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being
  • performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
  • Fulltime
Read More
Arrow Right
New

Student team member

The Student Assistant will support the Chick-Fil-A as a Student Team Member on t...
Location
Location
United States , Statesboro
Salary
Salary:
10.00 USD / Hour
georgiasouthern.edu Logo
Georgia Southern University
Expiration Date
April 30, 2026
Flip Icon
Requirements
Requirements
  • Must be enrolled in six or more undergraduate credit hours or three or more graduate credit hours at Georgia Southern University
  • Consistently exhibit engaging customer service
  • Ability to support various constituencies served by the University
  • Proven proficiency with computers including Microsoft Office, Google, and/or applications as required for specific position
  • Adhere to University policies and procedures to meet Institutional goals and support University's mission for student success
  • Effective communication (verbal and written), organizational and human relations skills
Job Responsibility
Job Responsibility
  • Greets customers warmly and provide excellent customer service, adhering to Chick-fil-A's customer service and quality standards
  • Takes customer orders accurately and efficiently at the register or through mobile ordering systems
  • Prepares and packages food orders according to Chick-fil-A standards
  • Maintains cleanliness and organization of workstations, dining areas, and kitchen equipment
  • Restocks inventory and supplies as needed
  • Follow all food safety and sanitation guidelines
  • Works collaboratively with team members to ensure smooth and efficient restaurant operations
  • Assists with opening and closing duties as assigned
  • Parttime
Read More
Arrow Right
New

Senior Lawyer - Civil Litigation

Part of a forward-thinking and innovative legal team with a reputation for excel...
Location
Location
United Kingdom , Peterborough
Salary
Salary:
51356.00 - 55620.00 GBP / Year
peterborough.gov.uk Logo
Peterborough City Council
Expiration Date
April 09, 2026
Flip Icon
Requirements
Requirements
  • Extensive experience in all aspects of Civil Litigation within the public sector
  • Experience in housing, debt recovery, judicial reviews, and business rate disputes
  • Expertise in advising officers on governance matters
  • Ability to conduct advocacy on behalf of the Council in the County Court
  • Ability to occasionally cover hearings in the Magistrates Court on SJP matters
Job Responsibility
Job Responsibility
  • Provide valuable legal advice and support on various litigious and potentially litigious matters
  • Conduct advocacy on behalf of the Council in the County Court
  • Provide support and resilience for colleagues by occasionally covering hearings in the Magistrates Court on SJP matters
  • Work efficiently and proactively, providing advice and support to internal client departments across the Council
What we offer
What we offer
  • Generous annual leave starting at 25 days + bank holidays
  • Sick pay
  • Local government pension scheme
  • Access to a range of benefits via Employee Benefits Platform, including in-store and online discounts
  • Cycle to Work scheme
  • Home & Electronics schemes
  • Buy up to 10 days additional annual leave (pro-rata)
  • Access to car lease scheme
  • Take your bank holidays flexibly
  • Make Additional Voluntary Contributions (Shared Cost AVCs) to your pension with tax and National Insurance savings
  • Fulltime
!
Read More
Arrow Right
New

Sr Cyber Security PM - ServiceNow PPM - PowerBI

Corporate Cybersecurity project management office. Our purpose is to proactively...
Location
Location
United States , Saint Louis
Salary
Salary:
Not provided
zeektek.com Logo
Zeektek
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s Degree in Business or related field required
  • 5+ years’ experience as a Cyber Security PM
  • ServiceNow PPM Module
  • PowerBI
  • MS Timeline, Excel, Visio
  • Project Management Certification Required
  • Must be a self-starter, proactive, work independently and be able to work well under pressure in a fast paced environment
  • Highly organized
  • Strong emotional intelligence and critical thinking skills
  • Excellent verbal and written communication skills
Job Responsibility
Job Responsibility
  • Leads project team meetings and drives project work
  • Manages two or more mid sized, cross-functional projects (15+ participants and/or $500k budget)
  • May be assigned lower level management functions to provide growth opportunity
  • Responsible for managing a variety of projects for varying operational functions, all with a clear beginning and end (date of implementation)
  • Should relinquish responsibility for projects at their end (implementation date)
What we offer
What we offer
  • Weekly Direct Deposit
  • 401K Matching
  • Competitive medical, dental and vision insurance
  • Consistent communication throughout your project
  • ZeekTek Referral Program
  • Fulltime
Read More
Arrow Right
New

Dental Therapist

Community Dental Service based in Chippenham. Part time, 2 days a week (15 hours...
Location
Location
United Kingdom , Chippenham
Salary
Salary:
49387.00 - 56515.00 GBP / Year
gwh.nhs.uk Logo
Great Western Hospitals NHS Foundation Trust
Expiration Date
April 08, 2026
Flip Icon
Requirements
Requirements
  • Degree in Dental Therapy and Hygiene or equivalent
  • Registration with the General Dental Council
  • Exemption training for the supply and administration of medicines
  • Clinical experience of full range of dental care treatments recognised as within dental therapist advanced practitioners scope of practice
  • Skilled communication and experience in the management of patients with additional needs, paediatric patients and vulnerable adults.
  • Competency in permitted extended duties: Dental radiography, local infiltration analgesia, inferior dental nerve block analgesia, dental impressions, temporary dressings, recementing of crowns
Job Responsibility
Job Responsibility
  • To perform a range of specialist clinical, restorative or preventative procedures without direct supervision according to treatment plans under the direction of dentists
  • To plan the management of patients, often patients with additional needs, paediatric patients and patients with moderate to severe anxiety
  • To maintain any associated patients records following delivery of care
  • To provide oral health advice, oral health plans and instruction to specific client groups with multiple complex needs and to provide advice and instruction to parents and carers.
  • To carry out a significant range of clinical procedures/activities to a high standard and comply with all relevant local and national guidance.
  • Parttime
!
Read More
Arrow Right