Equity Trading Analyst @ SEI

Quantitative Finance (1)

SEI is looking to expand our Equity Trading team and seeks an Equity Trading Analyst. The Equity Trading team, within the Investment Management Unit, is responsible for all equity trading activity generated through our managed account program, quantitative factor portfolios, and SEI’s exchange traded funds.

The ideal candidate should have experience in or willingness to learn cash equities trading, ETF trading, capital markets oversight and equity trading operations. The candidate must be detail-oriented, self-motivated, and able to work well on a dynamic high performing global team. S/He will work with traders, portfolio managers, and internal support teams on a wide array of investment strategies and assist in building scalable processes to increase trading desk efficiencies.

What you will do:

As an Equity Trading Analyst, you’ll play a key role in ensuring efficient and accurate trade execution across a diverse range of investment strategies. The Trading Desk and this associate are responsible for daily interactions with our sell side partners to facilitate the trade execution process from trade creation through trade settlement. That includes management of trade orders on the Flyer Technologies and Moxy Order Management Systems, and utilization of Virtu’s Triton execution management system for order routing and transaction cost analysis throughout the lifecycle of the trade.

In addition, the analyst will be responsible for supporting back office trade processing and settlement activities. Strong communication skills with investment professionals internally and externally is a must and the ability to work within a team structure is required.

Activities include:

Review portfolio reconciliation and corporate actions reports and adjust trade blotter accordingly.
Review pre-trade analysis reports to confirm that trading strategies are appropriate for the given market conditions.
Communicate with portfolio managers regarding trade recommendations and strategies.
Ensure all trade orders are assigned the correct trading instructions, routed to the appropriate destination and executed correctly by our brokers.
Resolve un-affirmed and failing trades.
Review post-trade analysis reports to look for outliers and contributing cost factors.
·Liaise with ETF authorized participants, and Capital Markets specialists to facilitate the creation/redemption process.
Support Market Surveillance capability in order to monitor market quality of ETF executions across product range.
Manage various ETF Governance and Compliance oversight requirements
Review and draft operating procedures to ensure they are accurate and current.
Work on special projects as assigned by the Manager of the team.

What we need from you:

The ideal candidate will be a go-getter who possesses an understanding of the asset management business including an understanding of investment product types (e.g., managed accounts, ETFs, mutual funds) and equity trading operations (i.e. trade generation and order blocking, order routing and market centers).

A four-year undergraduate degree, ideally in business, finance, mathematics, or a related field.
At least 2 years of experience in financial services, with a track record of increasing responsibilities and duties.
Strong communication skills and a sharp eye for detail.
The ability to thoroughly and accurately document processes and procedures.
Excel skills, including experience with functions and macros.
Strong ability to work independently, manage priorities, and deliver results.
A natural problem solver who can think critically, propose solutions, and help evolve our processes.

SEI’s competitive advantage:

To help you stay energized, engaged and inspired, we offer a wide range of benefits including 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 and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.

Benefits include 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 and more.

We are a technology and asset management company delivering on our promise of building brave futures (SM)—for our clients, our communities, and ourselves. Come build your brave future 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 within financial services and financial technology our offices encompass 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 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.

AI Acceptable Use in the application and interview process:

SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional 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.

Equity Trading Analyst

SEI

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