Jacob Roma Email & Phone Number

Institutional Client Portfolio Management

Oaks, Pennsylvania, United States

- Work with SEI’s private banking clients to manage long term projects with the goal of implementing their business onto the SEI Wealth Platform- Seek to understand client private wealth business operations in order to construct efficient and steam-lined business workflows on the SEI Wealth Platform- Leverage excel and access in order to validate the accuracy of client data migrating from source systems

Oaks, Pennsylvania, United States

The Business Rotation Program allows me to gain experience in various roles, previously in SEI's Private Trust Company as an operations analyst on the External Custody team. This opportunity allowed me to gain extensive knowledge in the financial operations space, working with various types of investment vehicles. I am now a member of the US Private Banking Change Management Team, working with SEI's clients to manage long-term projects with the goal of implementing their business onto the SEI Wealth Platform. This opportunity brings new challenges and opens new doors to learning about the Project Management space in the fintech industry.

Oaks, Pennsylvania, United States

- Learned various types of marketable investment vehicles pay structures within SEI Private Trust Company- Calculated and distributed payment from income generating investments to client accounts- Performed position reconciliation of client positions in asset-backed securities- Created and executed training plan for new hires on the External Custody Traditional Income team

State College, Pennsylvania, United States

- Constructed and upheld timelines of all Hospitality Captains during THON events throughout the year, including THON Weekend - Led a committee of 21 volunteers throughout the year in aiding the service of food during THON events-Coordinated confirmation and transport of all in-kind donations for the THON Hospitality Committee throughout the year

State College, Pennsylvania, United States

-Responsible for planning and organizing various promotions at restaurants in the State College Area- Obtained in-kind donations from donors in the State College area for large-scale events throughout the THON year-Led a committee of 23 members throughout the year, running weekly meetings to inform them about important information and upcoming events

State College, Pennsylvania, United States

-the Hospitality Committee is tasked with obtaining food donations for THON events throughout the year-Served as the fundraising specialist, tasked with formulating new fundraisers and fundraising strategies -Served as the gift card initiative, tasked with informing the committee about obtaining gift cards from THON partnered corporations

Pennsylvania, United States

-Experience of working within a classroom setting helping the professor answer questions, as well as holding biweekly problem sessions-Grader, annotating and grading students' homework and quizzes

Allentown, Pennsylvania, United States

In this role I had the opportunity to study and implement Modern Portfolio Theory to analyze clients investment risk and returns. I utilized the Aladdin tool to perform techniques such as sensitivity analysis in order to provide alternative options in order to maximize returns and mitigate the risk of investment portfolios.

Allentown, Pennsylvania, United States

I was in charge on facilitating the creation of online patient records through a patient portal system, and educating the patients about the new system.