George Snyder Email and Phone Number
George Snyder is a Operations Analyst at SEI Investments at SEI.
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Operations AnalystSei Jun 2024 - PresentOaks, Pennsylvania, United StatesResolve daily exceptions from automated trade processes, perform pricing and valuation for portfolio securities, and maintain accurate asset data through security master setups. Support new client onboarding, research and process corporate actions and dividend income, and ensure timely updates for IMS clients.Serve as the record keeper for trade activity by collecting and maintaining security pricing details from vendors and broker quotes in various formats. Implement and document processes and procedures tailored to individual client needs.Collaborate with internal and client teams to resolve open issues and inquiries, liaising with technology and vendor support as needed to address production issues and system queries. Participate in testing new system releases and enhancements to ensure seamless functionality. -
Fund ManagerThe Applied Investment Management (A.I.M.) Association Dec 2023 - May 2024Kutztown, PaLeadership position running the A.I.M. class.Teaching new analysts essentials to success in program.Monitored weekly analyst reporting and set up equity report deadlines.KUF report, once a semester reports to the sponsors of our portfolio with updates. -
Xlf AnalystThe Applied Investment Management (A.I.M.) Association Aug 2023 - Dec 2023Kutztown, Pennsylvania, United StatesSelected to manage University endowment portfolio of $1,000,000. Worked with team of top finance students to pitch buying, selling or holding stocks.Presented weekly economic reports regarding current portfolio holdings to faculty.FactSet Core Products certificate/ Excel equity valuation analysis. -
InternClark Capital Management Group Jun 2023 - Jul 2023Philadelphia, Pennsylvania, United StatesLearning the ins and outs of what is necessary to run a successful asset management company. Engaged with Clarks Fixed Income team to deepen understanding of bond markets/trading operations. Hands on experience with Bloomberg TerminalAPI functions from Bloomberg to ExcelBloomberg market concepts certificate
George Snyder Education Details
Frequently Asked Questions about George Snyder
What company does George Snyder work for?
George Snyder works for Sei
What is George Snyder's role at the current company?
George Snyder's current role is Operations Analyst at SEI Investments.
What schools did George Snyder attend?
George Snyder attended Kutztown University Of Pennsylvania.
Who are George Snyder's colleagues?
George Snyder's colleagues are Meaghan Shovlin, Craig Treble, Daniel Love, Madeleine Fogde, Mala Santiago, Steven Treftz, Cfa, Charles Drummond Iii.
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George Snyder
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George Snyder
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George Snyder
Gilbert, Az2confluence.com, gls.co.za
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