Job Description:
When you step into SEI - anywhere in the world - you know you're not inside a traditional financial services company. We have no offices. Our open innovation spaces spur creativity, the provocative artwork inspires conversation, and the flexible work-life balance drives personal and professional growth. We are a place to inspire your work, build your voice, and grow your community. We're different. And we're proud of it.
Position Description:
The Global Fixed Income Management Team in the Investment Management Unit (IMU) is seeking a Fixed Income Account Manager to join a team of successful professionals to assist in the management of $8-billion of assets under management.
This is an excellent opportunity to grow with an asset management group within SEI's Investment Management Unit. This group continues to expand and grow assets in both the institutional and private client base. The unit utilizes a multi strategy approach that develops customized strategies for both institutions and high net worth individuals on a taxable and tax exempt basis.
What you'll Do:
- You will be responsible for having a thorough understanding of client accounts. This deep knowledge will be essential in your ability to accurately perform trade executions and handle inquiries related to these accounts.
- Using your analytical skills, you will review on a daily basis different report which include cash reports and other account specific reports to ensure the correctness and if needed, address any discrepancies as appropriate. Essentially you are responsible for the investment and management associated with your client accounts.
- You will perform pre-trade compliance procedures applied at the account level confirming that the trades are compliant with the accounts stipulated strategy. We need your due diligence to maintain excellence for our clients.
- As a key constituent in the process of asset allocation, you will perform responsibilities necessary for running the day-to-day functions of our trade execution management system. Our proprietary trade execution management system (T.E.M.) provides model metrics and asset allocation information at the account level.
- You will also be working with other groups within SEI to resolve any account or trading discrepancies.
- You will proactively look to develop your already strong knowledge of industry trends, our investment practices and approaches, and regulatory and market forces.
What you bring to the table:
- 2 years of fixed income experience
- Bachelor's degree in Finance, Economics or a related subject area.
- Ability to work under pressure I a fast pace environment and providing deliverables without sacrificing quality or excellence.
Attributes we value:
- A drive to learn new systems and concepts to ultimately have a broad knowledge of the industry.
- Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible and change with them.
- Genuine interest in working closely with colleagues in a team atmosphere.
- An eagerness to solve problems, critically think, and ultimately assist in in implementing a new process or ideas.
- A passion and intellectually curious to advance your knowledge of investments
SEI is an Equal Opportunity Employer and so much more...
After 50 years in business, SEI is a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our Oaks, PA office encompasses 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 / affirmative action 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.
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