> Markdown version of [/jobs/ext/1762540-analyst-tax-overlay-portfolio-implementation](https://www.wearedevelopers.com/jobs/ext/1762540-analyst-tax-overlay-portfolio-implementation). Every page supports `.md` or `Accept: text/markdown`. Links point to the HTML versions so they work for humans too. Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Analyst, Tax Overlay & Portfolio Implementation - **Company:** The Sei - **Location:** Oaks, PA, United States - **Experience:** Experienced - **Contract:** Permanent contract - **Skills:** Microsoft Excel, Excel Formulas, Macros - **Published:** July 2, 2026 - **Apply:** https://jobs.localjobnetwork.com/apply/add/87607743/1 ## About the Role The ideal candidate will possess an understanding of the investment advisory business including a base understanding of investment product types (e.g., managed accounts, ETFs, mutual funds) and investment advisor operations (i.e. portfolio accounting, portfolio rebalancing, corporate action processing, and trade settlements). * Four year undergraduate degree ideally in business/finance or related subject * 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 What we would like from you: * 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.Please see our website for more information.https://www.seic.com ## Description The Managed Account Solutions (MAS) team is seeking an Analyst, Tax Overlay & Portfolio Implementation. 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., As an Analyst, Tax Overlay & Portfolio Implementation you will be responsible for the daily management, rebalancing and trade generation of client accounts. Activities include: * 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 ## Related Videos - [Microservices architecture as a key element in building trading systems for global finance markets](https://www.wearedevelopers.com/videos/1196-microservices-architecture-as-a-key-element-in-building-trading-systems-for-global-finance-markets) - [In-depth .NET Azure Functions: Isolated mode, performance and durable AI agents](https://www.wearedevelopers.com/videos/100207-in-depth-net-azure-functions-isolated-mode-performance-and-durable-ai-agents) - [Crafting Custom Frameworks with Rust: A Deep Dive into Procedural Macros](https://www.wearedevelopers.com/videos/849-crafting-custom-frameworks-with-rust-a-deep-dive-into-procedural-macros) - [Engineering/Manager Pendulum: Generating compound interest on your career](https://www.wearedevelopers.com/videos/100348-engineering-manager-pendulum-generating-compound-interest-on-your-career) - [From Syntax to Singularity: AI’s Impact on Developer Roles](https://www.wearedevelopers.com/videos/900-from-syntax-to-singularity-ai-s-impact-on-developer-roles) - [Modularity: Let's dig deeper](https://www.wearedevelopers.com/videos/1200-modularity-let-s-dig-deeper) ## Related Articles - [Best Companies to work for in London: Top 25 Companies in 2023](https://www.wearedevelopers.com/magazine/187-best-companies-to-work-for-in-london-top-25-companies-in-2023) - [Data Analyst Salary in the UK](https://www.wearedevelopers.com/magazine/278-data-analyst-salary-in-the-uk) - [Best Companies to Work For in Berlin: Top 14 Companies in 2023 ](https://www.wearedevelopers.com/magazine/188-best-companies-to-work-for-in-berlin-top-14-companies-in-2023) - [Software Engineer Salary London](https://www.wearedevelopers.com/magazine/252-software-engineer-salary-london) - [Data Analyst Salary in Switzerland](https://www.wearedevelopers.com/magazine/276-data-analyst-salary-in-switzerland) - [Software Developer Salary in Switzerland [2023]](https://www.wearedevelopers.com/magazine/215-software-developer-salary-in-switzerland-2023)