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Overlay Portfolio Implementation Analyst

Novus

Mid levelOn-siteOaks, PA, USA

Manage client accounts and rebalance them daily.

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About Novus

SEI delivers investment processing and management solutions.

What you'd do

Identify accounts for rebalancing
Facilitate tax management for accounts
Generate trade recommendations for clients

What they're looking for

2 years in financial services
Strong Excel skills required
Good communication skills