Automation Project Manager - Managed Accounts

sei.cmu.edu

Hybrid
Microsoft power automate
Python
SQL
The role will collaborate across managed accounts teams, including trading, client service, account administration, portfolio administration, reconciliation, and security master

Job Summary

  • The role will collaborate across managed accounts teams, including trading, client service, account administration, portfolio administration, reconciliation, and security master.
  • Key responsibilities include managing and developing automated processes leveraging Microsoft Power, Python, SQL, and VBA.
  • SEI offers a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, and a hybrid working environment for most roles.

Matching Summary

The role will collaborate across managed accounts teams, including trading, client service, account administration, portfolio administration, reconciliation, and security master.

Skills & Requirements

Must-have

  • Microsoft Power Automate
  • Python
  • SQL
  • VBA
  • Process troubleshooting and resolution
  • Client and vendor interaction

Nice-to-have

  • Entrepreneurial spirit
  • Curiosity and critical thinking
  • Positivity and genuine interest
  • Drive to learn new systems

Key Requirements

  • Minimum of 8 years of automation experience
  • BS/BA degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter